Join Fidelity as a Client Service Representative in an engaging remote role focused on delivering outstanding client support. Collaborate with internal teams to achieve financial clarity for clients.

Fidelity

Canada is looking for team members for its Client Service and Processing teams on a contract until April 2027. This position requires availability for rotating shifts while facilitating client engagement and transaction management. Robust command of English is essential, and French is preferred for candidates in Quebec. Key Responsibilities:
Execute financial transactions accurately for diverse clients
Ensure quick resolutions for any client inquiries
Support investment strategies for advisors and their clients
Provide exceptional service in a collective team setting
Record and maintain detailed transaction processes Requirements:
Post-secondary education or equivalent experience
Solid English communication skills; French for Quebec roles
Detail-oriented with a client-centric mindset
Ability to analyze and address client needs
Flexible and eager to learn new technologies Deliver your expertise and client dedication in this vital Fidelity role.

📌 Fidelity Client Service Representative Role Montreal
🏢 Fidelity International
📍 Montreal