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Advisor Service Centre Representative

  • Job
    Full-time
    Junior Level
  • Customer Relations
  • Toronto
  • Quick Apply

AI generated summary

  • You should have a college diploma (or equivalent), strong communication skills, a passion for client experience, adaptability, analytical thinking, and a willingness to learn in a collaborative environment.
  • You will deliver exceptional customer service to investment advisors and investors, answer inquiries, and direct clients to appropriate departments efficiently.

Requirements

  • College Diploma preferred (Recent graduates are encouraged to apply) or equivalent work experience.
  • Experience in a call center would be an asset.
  • Experience in the financial services industry or a mutual fund company is an asset.
  • Advanced communication skills English (verbal and written) is required.
  • Who You Are:
  • Passion for delivering an exceptional client experience
  • Strong desire to learn and grow
  • Thrive in a workplace culture that promotes collaboration, diversity and belonging
  • Flexible and adaptable
  • Analytical and critical thinking skills to solve client problems
  • Embrace new technologies
  • Strong written and verbal communication skills
  • Detail oriented

Responsibilities

  • You will provide exceptional customer service experience to investment advisors, their support teams and investors in our inbound contact centre.
  • You will work directly with advisors and investors to provide them with the support they need to educate and plan their short-term and long-term investment strategies.
  • You will represent Fidelity as you are responsible for answering our clients’ request for information and directing them to the appropriate department when required on a timely basis.

FAQs

What is the job title for this position?

The job title is Advisor Service Centre Representative.

What type of work schedule can I expect for this role?

You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement, with rotating shifts from Monday through Friday between 8 am and 8 pm EST.

Is this position available for both English and bilingual candidates?

No, this position is unilingual and available for English only candidates.

What qualifications are preferred for this role?

A college diploma is preferred, although recent graduates are encouraged to apply. Equivalent work experience is also acceptable.

Is prior experience in a call center necessary for this job?

While experience in a call center would be an asset, it is not explicitly required.

Do I need to have experience in the financial services industry to apply?

Having experience in the financial services industry or a mutual fund company is considered an asset but is not mandatory.

What kind of training will I receive if hired for this position?

Starting on your first day, you will receive extensive training that includes foundational knowledge of mutual funds and ETFs, as well as training on Fidelity’s products, policies, and procedures.

What are the key responsibilities of an Advisor Service Centre Representative?

Responsibilities include providing exceptional customer service to investment advisors, their support teams, and investors, answering client inquiries accurately and efficiently, and directing clients to appropriate departments as needed.

What qualities are you looking for in candidates?

We are looking for candidates who have a passion for delivering exceptional client experiences, a strong desire to learn and grow, flexibility and adaptability, analytical and critical thinking skills, and strong written and verbal communication skills.

What benefits does Fidelity offer to employees in this position?

Benefits include flexible working arrangements, competitive compensation, comprehensive health benefits, parental leave top-up, equipment allowances for home office, a generous time-off policy, and extensive professional development opportunities.

How does Fidelity support diversity and inclusion in the workplace?

Fidelity is committed to fostering a diverse and inclusive workplace, actively considering all qualified applicants regardless of various factors, and offering diversity and inclusion programs, including Employee Resource Groups.

Who can I contact if I need accommodation during the application process?

Candidates requiring accommodations can contact Fidelity Canada at FidelityCanadaStaffing@fidelity.ca.

Finance
Industry
10,001+
Employees
1946
Founded Year

Mission & Purpose

At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.

Benefits

  • Commuter benefit program

  • Dependent care flexible spending (FSA)

  • Mental health resources

  • Discount programs for employees

  • Maternity & parental leave

  • On-site health & wellness centers