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Bilingual Client Service Representative - Remote Eligible

Deliver exceptional customer service to financial advisors and investors via phone and digital channels
Toronto
Junior
1 month ago
AGF Investments

AGF Investments

Provides investment management and advisory services offering mutual funds, ETFs, and institutional solutions to retail and institutional investors.

4 Similar Jobs at AGF Investments

Bilingual Client Service Representative

Founded in 1957, AGF Management Limited (AGF) is an independent and globally diverse asset management firm. Our companies deliver excellence in investing in the public and private markets through three distinct business lines: AGF Investments, AGF Capital Partners and AGF Private Wealth. AGF brings a disciplined approach, focused on incorporating sound, responsible and sustainable corporate practices. The firm's collective investment expertise, driven by its fundamental, quantitative and private investing capabilities, extends globally to a wide range of clients, from financial advisors and their clients to high-net worth and institutional investors including pension plans, corporate plans, sovereign wealth funds, endowments and foundations.

AGF is looking for experienced Bilingual Client Service Representatives who have a passion for investments and genuinely enjoy providing exceptional customer service to Financial Advisors and Investors. This is an exciting opportunity to take your career to the next level and be a champion delivering first-class customer service.

You will work remotely up to 3 days per week and work out of our downtown Toronto corporate office a minimum of 2 days per week. This position has a target start date of January 6, 2026.

Your responsibilities include:

  • Be the primary contact for advisors/investors to provide insight/solutions for account, transactional, procedural and product queries, primarily over the phone, in accordance to established Service Level Standards
  • Resolve customer requests that you are accountable for and interface with other parts of the organization, as needed
  • Maintain a high level of professionalism with clients and work to establish a positive rapport with every caller
  • Be able to work rotating shifts, between 8 AM and 8 PM, Monday to Friday
  • Maintain up to date knowledge on AGF products, services, policies, and procedures to provide accurate and complete information to advisors/investors
  • Actively participate in building a supportive team environment that fosters positivity and engagement

Your qualifications include:

  • Post-secondary education completed and preferably completed the Canadian Securities Course and/or applicable IFIC courses
  • A passion for delivering great customer service and desire to be part of a team that succeeds and be willing to do your part to ensure that success
  • 1 to 3 years of experience in a contact center role, with a financial services company or fund company that distributes via financial advisors or with a fund company service provider
  • Excellent communication skills, listening and written skills combined with a genuine desire to serve the customer
  • Be a self-starter that leverages opportunities to improve your skills and capabilities that you can utilize to build your personal brand
  • You can easily navigate between different computer applications and multi-task, while having a great conversation with customers
  • You can problem solve and work well under pressure

AGF is an equal opportunity employer committed to fostering an inclusive and accessible workplace. We welcome and encourage applications from individuals of all backgrounds, including women, Indigenous peoples, racialized persons, persons with disabilities, and members of the 2SLGBTQIA+ community.

We do not discriminate on the basis of race, national or ethnic origin, colour, religion, age, sex, sexual orientation, gender identity or expression, marital status, family status, disability, or any other status protected by applicable legislation.

We are committed to providing reasonable accommodations for applicants with disabilities throughout the recruitment process. If you require accommodation at any stage of the application or hiring process, please contact us at hr@agf.com so that appropriate arrangements can be made.

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Bilingual Client Service Representative - Remote Eligible
Toronto
Customer Success
About AGF Investments
Provides investment management and advisory services offering mutual funds, ETFs, and institutional solutions to retail and institutional investors.