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Bilingual Client Service Specialist

Altis Recruitment

Ottawa, Ontario

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    Save this job      2025-02-17

Bilingual Client Service Specialist

Altis Recruitment

Ottawa, Ontario
 
Salary: Information unavailable
 
County: 39
 

Our reputable client in the financial services sector is seeking a Bilingual Client Services Specialist to join their team!

This is a permanent role based out of their Ottawa office (first 6 months in office and then hybrid model). 

Roles and Responsibilities 

  • Assist the advisor in managing existing investment portfolios.
  • Support the development of new business by providing exceptional client services.
  • Tasks include transaction processing, tracking, record keeping, resolving client issues, and preparing client files and statements for meetings.
  • Develop and maintain a professional, polished manner when working with clients and colleagues.
  • Provide high-level client services by supporting the advisor in portfolio reviews and financial plan development for new clients.
  • Prepare and process time-sensitive instructions quickly and accurately.
  • Respond to client inquiries promptly.
  • Schedule appointments and manage client database.
  • Ensure effective administration by:
    • Maintaining client information and files.
    • Reviewing trades and accounts for timeliness and accuracy.
    • Following up with clients and/or investment companies.

Qualifications and Skills

  • Previous experience in the Financial Services industry is advantageous.
  • Must have excellent written and verbal communication skills in both French and English.
  • Must have strong organizational skills.
  • Must be able to take initiative and work independently, as well as work successfully as a member of a dynamic team in a professional environment.
  • Flexibility in terms of adjusting to numerous changing work priorities.
  • Must be detail oriented with exceptional follow up skills.
  • Advanced experience with Microsoft Office, and an aptitude for other software.

Education

  • College Diploma, Bachelor’s degree, or equivalent experience/schooling.

 



We’re an equal opportunity employer committed to increasing diversity and inclusion in today’s workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Minorities, women, LGBTQ candidates, and individuals with disabilities are encouraged to apply. If you require an accommodation, please review our accessibility policy and reach out to our accessibility officer with any questions.

 

We are committed to hiring military and Veteran spouses and encourage you to identify your connection with the MSEN when reaching out to us or applying to any of our open roles.

 

Have questions or want to learn more about us? We would love to hear from you!

 Altis Recruitment Team

Email: militaryfamilies@altis.com

613-230-3700

 

 

About Altis Recruitment

Welcome on behalf on the Altis Recruitment team! Altis has a long-standing business relationship with the Defence community. For more than 30 years, we have been grateful to work alongside the Department of National Defence and countless military professionals. We know that family members of military personnel often make many personal sacrifices to support their loved ones. We understand that it can be difficult to pursue a career when embracing sudden changes like relocation and deployment. For some, this has meant putting a pause on career goals or professional development. We would like to provide you with everything you need for a successful and confident job search – in addition to access to job opportunities. Download the checklists our experts have created to help you be at your best from application to interview.