Join Agile Funds in Montreal, QC as a Bilingual Customer Service Representative, focusing on providing top-notch service to our valued clients. Your ability to navigate client inquiries will drive satisfaction and loyalty. This position requires strong communication skills in both English and French, enabling you to assist Advisors and Associates with account-related issues.

You'll analyze inquiries and enhance service quality while meeting performance metrics. Collaborating closely with the team's specialists, you will also contribute to special projects as necessary. Key Responsibilities:
Interact with customers to resolve inquiries on services
Collaborate with team to ensure effective client communication
Analyze accounts for prompt and appropriate follow-up
Meet daily performance standards in an inbound call center
Engage in special projects as required Requirements:
University degree in Finance or related discipline
Knowledge of MS Office and industry tools
Certification in CSC/IFIC is a plus
Strong analytical and organizational skills
Excellent English and French communication skills Utilize your skills in a dynamic work workplace to create lasting customer relationships at Energetic Funds.

📌 Bilingual Customer Service Role Dynamic Funds Montreal
🏢 Scotiabank
📍 Montreal