100% remote - Client Service and Support

100% remote – Client Service and Support

Overview

Client Service and Support Representative

Unilingual (English only) and Bilingual (French and English) positions available.
Contract opportunities and regular opportunities
You will be working on a flexible 100% remote schedule as part of Fidelity’s dynamic working arrangement.
Please note all roles require working rotating shifts – Monday through Friday between 8 am and 8 pm EST for our Advisor Service Centre.

Current work authorization for Canada is required for all openings.

At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services – and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future.

Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best – both personally and professionally.

Specific Skills

Passion for delivering an exceptional client experience
Strong desire to learn and grow
Thrive in a workplace culture that promotes collaboration, diversity and belonging
Flexible and adaptable
Analytical and critical thinking skills to solve client problems
Embrace new technologies
Strong written and verbal communication skills
Detail oriented

Responsibilities

Processing Team

Account administration and trade execution of all financial and non-financial transactions on our client’s various mutual fund retail account types.
Contact internal and external clients to ensure timely resolution of not in good order transactions.
The incumbent of this role is required to review and process documents in both official languages (French and English) to meet our industry regulatory obligations. It is required that they demonstrate advanced communication skills in both languages.

Advisor Service Centre Team

Provide exceptional customer service experience to investment advisors, their support teams and investors in our inbound contact centre.
Work directly with advisors and investors to provide them with the support they need to educate and plan their short-term and long-term investment strategies.
The incumbent of this role is required to interact directly with our clients and colleagues who are located across Canada. It is required that we service our clients in the official language of their choice (French or English).

Job Nature

Full Time, Part-time, Remote, Temporary

Educational Requirements

College Diploma or University degree required (Recent graduates are encouraged to apply)
Experience in a call center or processing team for a mutual fund company
Communication skills English (verbal and written) is required
Bilingualism in French and English (verbal and written) is required for some positions

Experience Requirements

Job Location

Calgary, Montreal

Other Benefits

Starting on your first day, you will receive extensive training, resources and support that will build your expertise, skills and confidence to help you succeed in your role. It includes mutual funds and ETF foundational knowledge and training on Fidelity’s products, policies and procedures
Your manager will provide you with ongoing support and feedback to help you grow personally and professionally.
Our work culture is award winning. It’s more than just a job here.

Some of the ways we’ll help you feel valued and supported as part of our team:

Competitive total compensation, including company contributions to your group RRSP without a matching requirement from you
Comprehensive health benefits that start on your first day, with 100% employer-paid premiums, that include up to $5000 annually for mental health services and therapy
Parental leave top-up to 100% of your salary for a period of 25 weeks
Up to $650 for home office equipment
Generous time off policy, including 2 paid days annually to volunteer at a charity of your choice
Diversity and inclusion programs, including an active network of Employee Resource Groups
Extensive professional development opportunities, including access to over 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing a required designation

We care a lot about fostering a compassionate, people-centric culture, and are proud to have been named one of Canada’s Top 100 employers for the last five years. Fidelity Canada is an equal opportunity employer Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans’ status, Aboriginal/Native American status or any other legally-protected ground. Accommodation during the application process 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 email us at FidelityCanadaStaffing@fidelity.ca. 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.