Fidelity Client Service Representative Role (Winnipeg)

Fidelity Client Service Representative Role (Winnipeg)

25 Sep
|
Fidelity International
|
Winnipeg

25 Sep

Fidelity International

Winnipeg

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. Solid command of English is essential, and French is preferred for candidates in Quebec.Key Responsibilities:Execute financial transactions accurately for diverse clientsEnsure quick resolutions for any client inquiriesSupport investment strategies for advisors and their clientsProvide exceptional service in a collective team environmentRecord and maintain detailed transaction processesRequirements:Post-secondary education or equivalent experienceStrong English communication skills; French for Quebec rolesDetail-oriented with a client-centric mindsetAbility to analyze and address client needsFlexible and eager to learn new technologiesDeliver your expertise and client dedication in this vital Fidelity role.

📌 Fidelity Client Service Representative Role (Winnipeg)
🏢 Fidelity International
📍 Winnipeg

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