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Bilingual Financial Service Representative

role at

CGI .

Position Description This hybrid role requires you to be at our downtown Toronto office at a minimum 2 days per week – subject to change at any time.

Responsibilities

Provide accurate, courteous, and timely service to incoming telephone, e‑mail, and chat customer inquiries from various stakeholders regarding products, policies and procedures, and/or account‑related inquiries.

Ensure a positive client experience is delivered by providing high‑quality customer service to new and existing clients.

Investigate and research account‑related issues and determine the appropriate actions that need to be taken to achieve resolution.

Ensure that follow‑ups are resolved within a timely manner and all service level agreements are met.

Liaise with internal and external business units to effectively process and/or complete the request.

Assist with special projects/tasks as assigned by management.

Knowledge, Skills & Abilities

Fluent in English (verbal and written).

Fluency in French is considered an asset.

Exceptional verbal and written communication skills.

Excellent organizational and interpersonal skills.

Strong analytical and problem‑solving abilities.

Self‑motivated, proactive, independent in solving problems.

Strong business acumen with solid analytical skills and conceptual thinking.

Ability to thrive in a quick‑paced environment.

Experience





Previous experience in the Mutual Fund industry and/or customer service role is considered an asset.

Education & Training

Post‑secondary education.

Completion of, or enrollment in, the IFIC Funds course or the CSC, considered an asset.

Working Conditions

Routine office environment.

Overtime as required.

Compensation CGI is providing a reasonable estimate of the pay range for this role. The determination of this range includes factors such as skill set level, geographic market, experience and training, and licenses and certifications. Compensation decisions depend on the facts and circumstances of each case. A reasonable estimate of the current range is $45,000–$85,000. This role is an existing vacancy.

Seniority Level Entry level

Employment Type Full‑time

Job Function Finance and Sales

Industries IT Services and IT Consulting

Additional Information Referrals increase your chances of interviewing at CGI by 2x.

At CGI, we value the strength that diversity brings and are committed to fostering a workplace where everyone belongs. We collaborate with our clients to build more inclusive communities and empower all CGI partners to thrive. As an equal‑opportunity employer, being able to perform your best during the recruitment process is important to us. If you require an accommodation, please inform your recruiter.

To learn more about accessibility at CGI, contact us via email. Please note that this email is strictly for accessibility requests and cannot be used for application status inquiries.

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Apply on Kit Job: kitjob.ca/job/2g90pg

📌 Bilingual Financial Service Representative (Toronto)
🏢 CGI
📍 Toronto