Client Service and Support Representative - Bilingual and Unilingual

Fidelity Investments - Toronto, ON (16 months ago)

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Job Description

Please note we have multiple 4 month contract positions available, starting January 6, 2020 and ending April, 30, 2020.

Who we are

Fidelity is a world leader in mutual funds and ETF management, priding ourselves in proprietary and disciplined research-driven investing. We offer a complete line of products and services to investors through a network of third-party brokers and financial advisors. It is the primary goal of Fidelity to support investment professionals as they endeavour to prepare their clients for retirement and other significant life goals which demand focused financial management.

We share our financial expertise to help Canadians live the lives they want. Globally, we have over 800 investment professionals, 35,000 proprietary research notes per year, 5,000 in-house company visits per year. With the help of financial advisors, we can put the Fidelity advantage to work for all investors. Over 70 years later and still privately owned, Fidelity continues to be a pioneer in the world of investing.

What You Will Do

We are looking for individuals who thrive in a dynamic and fast-paced environment and want to provide best in class service and support which has helped us earn the #1 ranking in Overall Backoffice and Administration for 13 years in a row; source - Environics .

Starting on your first day, you will be given the training, resources and support that will build your expertise, skills and confidence to help you succeed in your role. We have dedicated managers that will provide you with ongoing support and feedback to help you grow.

We have positions available in our Advisor Service Centre and Transfer Agent Processing teams.

Service Team

Our inbound call center provides premium customer service to investment advisors, their support teams and investors. We work directly with Advisors and provide them with the support they need to educate and plan their client’s short-term and long-term investment strategies. Our team uses our knowledge of mutual funds and Fidelity's products, policies and procedures to respond to inbound calls (in French and English) about account, product and general servicing questions.

Processing Team

Our team is made up of individuals who take great pride in ensuring all requests received from Advisors and Dealers are handled with the highest level of care. We are responsible for the timely and accurate account administration and trade execution of transactions on our client’s’ mutual fund retail accounts. We contact internal and external clients to collect missing data and ensure timely resolution of problematic transactions.

What We’re Looking For

Post-secondary diploma or degree (upcoming graduates are encouraged to apply)
At least 1 year of experience in customer service or administration or data entry, preferably in the financial services industry (student experience counts)
Bilingualism in French and English (verbal and written) is required for some positions

What You Bring

You are committed to providing the highest level of customer service
You have strong written and verbal communication skills
You are detail oriented
You have a strong aptitude and desire to learn
You thrive in a fast-paced, challenging, and team-oriented environment
You embrace new technologies and enjoy working with multiple systems simultaneously
You are flexible and adaptable and able to adjust quickly to change
You have a desire to use your skills to solve problems to exceed client expectations
You value feedback and can quickly apply insights and coaching to grow professionally

All roles require working rotating shifts - Monday through Friday between 8:00 am and 6:00 pm for our Processing team or between 8:00 am and 8:00 pm for our Advisor Service Centre.

What You Get

Our work environment is award winning. It’s more than just a job here.

Team building challenges - annual Scavenger hunt, softball tournaments, Bay Street Hoops, charity events
Hydration stations and Espresso Machines
Regular treats
Monthly birthday celebrations
And more

By applying to this job, you are consenting to receive an automated acknowledgement of your application. Fidelity Canada welcomes and encourages applications from people with disabilities.

Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please e-mail us at:

No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.

Why Work at Fidelity?

We are proud to be recipients of the following:

Canada’s Top 100 Employers (2019)
Greater Toronto's Top Employers for 2019
Canada’s Top Family Friendly Employers (2019)
2018 National HR Awards - Queen’s University IRC Professional Development Award


A Canadian Compassionate Company
An Imagine Canada Caring Company