Support MD Financial Management clients in both official languages through telephone, email, and online chat inquiries. Resolve account and access needs efficiently.
As a Client Service Representative within Virtual Channels, Wealth Services in Canada, you will support client service goals and business objectives. You will manage inquiries, online registration, password resets, and account deactivation. The role requires confidentiality, MD security protocol adherence, and regulatory compliance.
Key Responsibilities: Respond to client telephone, email, and online chat inquiries
Perform online registration, password resets, and account deactivation
Troubleshoot web issues requiring advanced technical support
Monitor outstanding inquiries and resolve administrative problems
Identify client retention,



lead generation, referral, and cross-selling opportunities
Requirements: University degree in business, commerce, or equivalent
Front-line contact center experience, preferably in financial services
Fluent communication in both of Canada’s official languages
Excellent oral and written communication skills
Canadian Securities Course completion considered an asset
Bring bilingual communication, client resolution, technical troubleshooting, and financial services experience to MD Financial Management’s Client Services team.

#J-18808-Ljbffr

📌 Bilingual Client Service Representative (Quebec City)
🏢 Scotiabank
📍 Quebec City