Support advisors remotely as a Customer Service Representative specializing in Advisor Relations, using active listening and analytical problem-solving skills. Work a fixed 9:00 a.m. to 5:00 p.m. schedule.

You will serve as the first contact for advisors and their clients, resolving inquiries efficiently while providing guidance. The position combines phone and email support, technical troubleshooting, documentation, and follow-up. Success requires transparent communication, organization, accountability, and effective priority management. You will support English and French-speaking advisors and clients daily.

Key Responsibilities:

• Respond to inbound calls professionally using active listening
• Provide accurate phone and email inquiry responses
• Test, troubleshoot,
  
  
  
  and resolve tool-related technical issues
• Document calls and emails in JIRA
• Escalate unresolved issues and follow up within timelines

Requirements:

• Excellent verbal and written communication skills
• Strong analytical, organizational, and problem-solving abilities
• Two to three years in mutual fund call center operations
• Advanced French proficiency for daily advisor support
• IFIC Operations Course completion considered an asset

Bring bilingual communication, technical support, and customer service expertise to Advisor Relations while supporting reliable advisor experiences remotely.