Bilingual Direct Investing Customer Service Representative (French/English)

Bilingual (French / English) Direct Investing Banking Customer Service Representative

Our client, a top 5 bank, is looking to add top talent to their Direct Investing Banking team on a contract basis in the Mississauga, ON.

This opportunity is 90% work from home - with a 12 week paid training period of being completely virtual!

Description :

If you possess a client-focused mindset and have the ability to identify client centric solutions, this role gives you a great opportunity to grow with the Direct Investing team.

As an Investment Services Representative, you provide clients with helpful and engaging, professional, efficient, and knowledgeable service over the phone or through electronic communications.

You are diligent with an attention to detail, and maximize productivity on an individual and team level. Effective problem resolution, exceptional client service and expert securities knowledge is crucial to your success in this role, along with the ability to thrive in a fast-paced team environment.

Responsibilities :

• Proactively uncover opportunities to match customer needs through effective communication and probing skills to help guide clients to available products and services offered by Direct Investing.
• Work within specified performance metrics for all client communications (verbal or written).
• Uphold a professional image of the bank and Direct Investing Inc. at all times.
• Actively promote the capability and functionality of the Direct Investing website and mobile capabilities, proactively identifying self-service opportunities for clients.
• Provide helpful and engaging, knowledgeable, accurate, responsive, and professional services to clients, including prompt and courteous completion of trade instructions via telephone, or electronic means, all within regulatory requirements and guidelines.
• Understand and apply industry rules and regulations (, IIROC, Provincial, etc.), as well as Bank Enterprise and Direct Investing Inc.

policies and procedures to all activities performed.

Accurately execute client instructions within defined authorities and ensure clients have the means to meet trade settlement obligations.

Qualifications :

• Strong English and French communication (verbal, written, and transcription), analytical and time-management skills, along with an attention to detail.
• Canadian investment knowledge (either from work experience or personal)
• Must be able to meet with the technological and confidentiality requirements of the role ( private and quiet space, Internet connectivity, etc.)
• University or College degree / diploma or a minimum of 1 year of relevant business experience in a client service role, driven to help meet clients’ needs.
• Ability to work independently as a Remote Office Employee (ROE), working in your home office with proven time management, organizational and problem solving skills
• Excellent team building, problem resolution, and computer navigation skills, as well as strong initiative and the ability to multi task.
• Exceptional customer service skills and, friendly and professional telephone skills.
• Full flexibility to be scheduled for hours weekly, anytime during : Monday - Sunday, 7 - 8 EST (8 hour shifts)
• completion of the CSC or CPH courses is an asset, but not required

This position also offers health benefits; This role can move into an extension of contract with great performance that could potentially offer future growth opportunities in more technical banking roles.

Networking opportunities and banking industry experience.

If you meet the qualifications and are ready for your next career move, please apply with your most up to date resume!

TEKbank2024

À propos de TEKsystems :

Nous sommes partenaires dans la transformation. Nous aidons les clients à activer des idées et des solutions afin de profiter d’un nouveau monde d’opportunités.

Nous sommes une équipe solide de 80 000 personnes, nous travaillons avec plus de 6 000 clients, dont 80 % faisant partie du Fortune 500, partout en Amérique du Nord, en Europe et en Asie.

En tant que chefs de file de l’industrie des services technologiques complets, des services aux talents et des applications du monde réel, nous travaillons avec des leaders progressistes pour favoriser le changement.

C’est le pouvoir d’un vrai partenariat. TEKsystems est une société du groupe Allegis.

About TEKsystems :

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity.

We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia.

As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change.

That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.