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⏰ Full-time

Bilingual Customer Service Specialist Supporting Financial Advisors

CI Financial
Location 📍 dorval, Canada
Posted 📅 June 12, 2026
Work Type ⏰ Full-time

Position Overview

Become a pivotal Bilingual Customer Service Specialist, enhancing communication with financial advisors. Provide outstanding support to clients while enjoying a collaborative atmosphere.
In this vital position, you will bridge the gap between clients and advisors, ensuring exceptional service delivery. Your 2-3 years of experience in customer service will be crucial for handling inquiries, facilitating financial transactions, and driving operational efficiency. Your proactive and professional demeanor is essential in fostering trust and collaboration.
Key Responsibilities:
• Support advisors with day-to-day operations
• Resolve customer inquiries thoroughly
• Process financial documents accurately and timely
• Report client issues and follow up diligently
• Create strategic solutions for operational challenges
Requirements:
• 2–3 years relevant customer service experience
• Bilingualism in French and English is mandatory
• Proficient in MS Office Suite<...

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Job Details

Employment Type
Full-time
📊
Category
Other-General
🏠
Work Arrangement
On-site
📍
Location
dorval, Canada