Bilingual Client Service Representative

IA Clarington Investments - Toronto, ON (30+ days ago)

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iA Clarington Investments Inc. is currently offering an exciting career in our Client Services department. This is a rewarding opportunity to provide exceptional customer service to our clients, while building a foundation to grow within the investments, financial services and insurance industry. Reporting to the Manager, Client Services, you will be primarily responsible for answering incoming calls from financial advisor/broker offices as well as unit holders.

Key responsibilities:

  • Answer inbound calls and customer inquiries for product, account and transaction information
  • Place outbound calls in response to client queries to resolve outstanding requests
  • Process client requests to support the operations of the team
  • Use exceptional problem solving skills to resolve issues as they arise and strive for first call resolution
  • Build and maintain strong relationships with advisors, brokers and their offices
  • Learn about our company products, policies and procedures, and systems and utilize this information effectively on each call
  • Participate in continuous improvement initiatives

Essential Attributes

  • You are flexible in balancing personal goals and those of the organization
  • You are a positive influence on the team
  • You proactively identify the needs of clients and partners
  • Your actions are chosen with the client in mind
  • You maintain quality standards while demonstrating efficiency
  • You take responsibility for the work you are doing and the processes you are developing
  • You show courage to challenge accepted ways of doing things
  • You identify opportunities and take responsibility to continuously improve your team’s processes
  • You consider the opinions, needs and expectations of others in all your actions and decisions without prejudice
  • You treat partners and clients with care, consideration, diplomacy and humility


  • 1 to 2 years’ experience in a customer service or call centre environment
  • Completion of post-secondary education
  • Fluent in both English and French - speaking, reading and writing is required
  • Strong computer skills and the ability to prioritize competing demands
  • Interest and/or knowledge of Mutual Funds and Financial Services industry preferred
  • Completion on IFIC and/or CSC considered an asset and required within 1 year of hire

Working Conditions

  • Contact Center is open Monday to Friday
  • Shift rotation between 8:00am-4:30pm and 11:30am-8:00pm
  • Overtime may be requested during the peak season (January to April) or in connection with various projects

Job Type: Full-time

Salary: $45,000.00 /year


  • Customer Service: 3 years (Preferred)


  • CSC (Preferred)


  • French (Required)