Job Description
Day to Day
Handling a mix of inbound client service calls and email inquiries (may vary based on business needs)
Provide support to financial advisors and clients, ensuring a high level of service
Follow up on incomplete or incorrect trade/order submissions
Reach out to advisors to gather missing information and ensure timely resubmission
Manage and respond to client and advisor communications via phone and email
Support the team during peak/busy periods with versatile task allocation (calls, emails, trade support)
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day.

We are an equal chance/affirmative action employer that believes everyone matters.

Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability,



protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances.

If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected].

To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Skills and Requirements
Client Service Experience (any industry)
Fluent in English
Fluent in French
Good Communications
Demonstrated interest in a client service-oriented role Financial Institution experience
Business Education background
Looking to complete or have completed CSC
Inbound Contact Center Experience
Interest in sales / banking

📌 Bilingual CSR (Mississauga)
🏢 Insight Global
📍 Mississauga