Représentante Ou Representant, Service Excellence, Service À La Clientèle / CS Service Excellence Representative

Job Title

The CS Service Excellence Representative is responsible for the timely and accurate resolution of client account problems, account processing and/or day-to-day services and call handling with Client Services. CS Service Excellence Representatives may be called upon to provide support to different departments to maintain high levels of service during peak transactional periods.

This is a regular role. Applicants must be available to work rotating shifts Monday through Friday between 8:00 AM to 8:00 PM. Both bilingual and unilingual candidates are encouraged to apply. A bilingual 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.

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.

The CS Service Excellence Program has been designed to provide you with the opportunity to further develop your knowledge and skills within our Client Services (CS) division. Through this program, you will receive training and have the opportunity to support various business units within the division. The focus will be on rotations with the Advisor Service Centre (inbound contact centre), Transfer Agent Processing (financial and non-financial transactions) and Service Solutions Unit (transaction adjustments).

Key Accountabilities / Responsibilities:

• Provide professional, timely and accurate execution of trade processing/adjustments and client
• Working knowledge of and accountable to correctly apply knowledge of Fidelity's products, policies, and procedures with appropriate risk mitigation in the execution of their role.
• Supports Fidelity Values and iCARE principles by adding value to the client experience by understanding what is important, recognizing what needs to be done and taking personal accountability.
• Contributes to supporting CS Divisional requirements to achieve and maintain optimal service levels.

What We're Looking For:

• 1 - 2 years' experience in a client services environment (preferably financial services)
• Completion of post-secondary education or equivalent work experience.
• Bilingualism in English and French (verbal & written) is an asset
• IFIC or CSC is an asset.

The Expertise You Bring:

• Working knowledge of Fidelity policies, procedures and processes relating to the Transfer Agent Operations, as well as a broad knowledge of Fidelity product offerings
• Understanding of departmental tasks and responsibilities
• Understanding of Mutual Fund Industry, regulatory and government rules/regulations
• Understanding of in-house applications
• Excellent analytical and problem-solving skills
• Excellent verbal and written communication skills
• Ability to multi-task
• Detail oriented
• Familiarity with MS Office Suite

Total Rewards That Reflect Your Impact:

We believe exceptional work deserves exceptional recognition. That's why we offer a competitive compensation package designed to support your success today—and your financial well-being tomorrow. For this role, your total rewards include:

• Base Salary and Discretionary Performance Bonus: A competitive annual range of $54,000 to $71,000, based on your experience and qualifications.
• RRSP Contribution: After 6 months of employment, we invest in your future with an RRSP contribution—no employee matching required.

This posting represents an existing vacancy within our organization—an opportunity to step into a role where your talents will make a meaningful difference.

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.

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.