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.

📌 Bilingual Client Service Representative (Ottawa)
🏢 Scotiabank
📍 Ottawa