Client Service and Support Representative Job - contract opportunities

Given the current circumstances, employees will be working from home, 100% of the time. As working conditions return to normal, they will shift to a hybrid working arrangement 

We are currently hiring for multiple positions (contract) in our Processing and Client Relations teams. Positions are available in Toronto and Montreal. The contract roles will start in August 2022 in and end in April 2023.

Who We Are

Driven by our values of Trust and Integrity in everything we do, our mission is to build a better future for Canadian investors and help them stay ahead. Fidelity Investments Canada is a leader in mutual funds and ETF management. We offer a complete line of products and services to investors through a network of third-party brokers and financial advisors. Our primary goal is to support investment professionals as they endeavor to prepare their clients’ retirement and other significant life goals which demand focused financial management. 

What You Will Do

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.

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.

What We Are Looking For

• College Diploma or University degree required (Recent graduates are encouraged to apply)
• At least 1 year of experience in customer service, administration, back-office operations or data entry, preferably in the financial services industry (student experience counts)
• Bilingualism in French and English (verbal and written) is required
• A Financial Industry specific certification is an asset (such as Canadian Securities Course (CSC) or Investment Funds Institute of Canada (IFIC))
• Who you are
• 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

Please note all roles require working rotating shifts - Monday through Friday between 8 am and  7 or 8pm EST for our Processing team or between 8 am and 8 pm EST for our Advisor Service Centre.

What You Get 

• Competitive hourly rate for contract opportunities
• 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.

Employment with Fidelity will be conditional upon the successful candidate having received a COVID-19 vaccine series approved by Health Canada, at least 14 days prior to their start date. This requirement is subject to exemptions pursuant to human rights legislation in your province of employment.

Current work authorization for Canada is required for all openings.

Fidelity Canada is anequal opportunity employer 

Fidelity Canada is committed to fostering adiverse and inclusive workplace. We will consider all qualified applicants foremployment regardless of race, color, religion, sex, sexual orientation, genderidentity or expression, national or ethnic origin, age, disability, familystatus, protected veterans’ status, Aboriginal/Native American status or anyother legally-protected ground. 

Accommodation duringthe application process

Fidelity Canada welcomes and encouragesapplications from people with disabilities. Accommodations are available onrequest for candidates taking part in the selection process. If you require anaccommodation, please email us at FidelityCanadaStaffing@fidelity.ca.

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

Why Work at Fidelity?

We are proud to berecipients of the following:

Awards

• Canada’s Top 100 Employers (5th consecutive year) 2021
• Greater Toronto’s Top Employers (9th consecutive year) 2021
• Canada’s Top Family Friendly Employer (4th consecutive year) 2021
• Imagine Canada, Caring Company
• Canada’s Top Employer For Young People 2021
• National HR Awards - Best Corporate Social Responsibility Program Award, Venngo Healthy Workplaces Award
• Workplace Benefits Awards – Health and Wellness Program
• Canadian Compassionate Companies Award

Designations

• A Canadian Compassionate Company
• An Imagine Canada Caring Company