Bilingual Client Services Representative

Job title: Bilingual Client Services Representative

Company: Robertson & Company


Job description: Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.Introduction: Prime Hires is seeking a skilled Bilingual Client Services Representative to join our client.Contract Period: 3 months with potential to extend or convert
Pay Rate: $23.93 per hour
Location: Toronto, ON
Location Type: Onsite
Business Hours: Monday to Friday; 9 AM to 5 PMJob Responsibilities:

• Seeks, recognizes and acts upon opportunities to expand business relationships.
• Answers inquiries and provides accurate information about insurance products.
• Responds to information requests and follows established protocols.
• Resolves issues escalating as required.
• Processes client service requests and administrative requests according to established procedures and policies and submits as required for approval.
• Collaborates with internal and external stakeholders in order to deliver on business objectives.
• Analyzes data and information to provide insights and recommendations.
• Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
• Examines all official documents in advance of completing required forms to ensure appropriate authorization is available and follows established guidelines and procedures.
• Performs defined policy administration tasks and submits for approval as required.
• Supports the development of tools and delivery of training focused on delivering business
• Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
• Follows established procedures in all communications with clients – by phone, e-mail or written – to ensure that compliance requirements are met for all scenarios. Creates and maintains computer records on all systems to ensure accuracy of client information. Recommends workflow improvements to deliver a more efficient operation.
• Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
• Analyzes issues and determines next steps.
• Broader work or accountabilities may be assigned as needed.

Experience & Qualification Requirements:

• Bilingual – French & English
• 2 to 3 years of relevant experience
• MS Office (Excel, Word, MS Teams, Email)
• Technology Savvy
• Good verbal & written communication skills
• Good organization skills
• Good collaboration & team skills
• Analytical and problem-solving skills

****ALL CANDIDATES MUST COMPLETE A CRIMINAL AND CREDIT CHECK AS PART OF THE APPLICATION PROCESS****How to Apply: If you are a motivated professional looking to contribute to a leading team, please submit your resume outlining your qualifications and experience relevant to this role. Robertson & the clients we represent, value diversity and are committed to creating an inclusive workplace. We invite all qualified individuals to apply.Prime Hires & the clients we represent are equal opportunity employers, committed to diversity and inclusion. Prime Hires is a certified diverse supplier and actively seeks to foster a representative and inclusive workforce. We welcome applications from all qualified individuals, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal status, or any other legally protected factors. We champion building a diverse and inclusive environment.

Expected salary: $23.93 per hour

Location: Toronto, ON

Job date: Fri, 11 Apr 2025 07:03:54 GMT

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