Bilingual Wealth Client Service Representative

Bilingual Wealth Services Support Representative (French/English)

Location: Toronto, ON (Hybrid)

Duration: 4 months (with potential for extension or conversion to permanent)

Pay Rate: $40–$45/hr

We are seeking a bilingual (French/English) Wealth Services Support Representative to join a collaborative, client-focused operations team. This role involves providing high-quality, white-glove support to financial advisors through phone and email, ensuring a seamless experience with system processes and reporting.

Key Responsibilities

• Respond to advisor inquiries via phone (approximately 60%) and email (40%)
• Address questions related to reporting, mutual funds, and new system processes
• Deliver high-quality client service with professionalism and accuracy
• Collaborate closely with a small, tight-knit team to ensure smooth operations
• Maintain accurat...