This role involves being the first point of contact for Investor Services Inc (ISI) clients, including Investors Edge, through phone and online channels. The Bilingual Customer Service Representative will assess client needs, provide timely resolutions, and make a meaningful impact in a fast-paced environment. The position is non-advisory, focusing on service rather than investment recommendations. It includes an industry-leading paid training program of approximately 4 weeks on-site in downtown Montreal, Monday to Friday, 9:00 a.m. to 5:00 p.m. EST.
Provide support for clients by recognizing and accurately assessing their needs; Focus on each client experience and connect on a personal level to make every interaction meaningful; Listen, ask questions, and put yourself in the client's shoes; Act like an owner by taking accountability for client issues and knowing when to lean on others to find solutions; Deeply understand the lSI products and Investor's Edge platform to ensure clients receive exceptional support; Understand that the client's time is valuable and effectively complete client requests; Strong knowledge of the Online Brokerage systems and products to allow quick resolution of problems; Able to easily navigate and focus on multiple software applications and dual monitors; Fluent in French and English to support business operations outside of Quebec, Canada.
Puts clients first and engages with the purpose of finding the right solutions; Passionate about people and finds meaning in relationships, building a diverse network of partners; Loves to learn and is passionate about growing knowledge; Goal-oriented and motivated by accomplishing goals; Cares about people, understands different perspectives, listens, and learns from others' experiences; Embodies values of trust, teamwork, and accountability.
37.5 hours/week, flexible between 8:00 am - 8:00 pm Monday-Friday.
6-month term; Must be flexible between 8:00 am - 8:00 pm Monday to Friday; Requires approximately 4 weeks of on-site training in downtown Montreal; Must be legally eligible to work at the specified location(s); May be asked to complete attribute-based assessments and other skills tests (e.g., simulation, coding, French proficiency).
CIBC is a leading North American financial institution with 14 million personal banking, business, public sector, and institutional clients. It offers a full range of advice, solutions, and services through its leading digital banking network and locations across Canada, the U.S., and around the world.
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