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Added 26 mins ago
AVP, Technology Lead - Digital
Sun Life Québec
Montreal, QC
Full-time
…platforms that support secure, connected, and frictionless Client and advisor experiences. This role provides technology leadership across core digital assets including Secure Web, Public…
Added 26 mins ago
Corporate Branch Manager
iA Financial Group (Industrial Alliance)
Vancouver, BC
$58,422 to $92,583 CAD / year
Full-time
…strong compliance environment that protects clients, guides Advisor Teams, and strengthens confidence in the services we deliver. You will help ensure effective supervision, sound…
Added 26 mins ago
Government Relations Senior Consultant
Temple Scott Associates Inc.
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Full-time
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Added 27 mins ago
Physiotherapist
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$36.92 to $54.14 CAD / hour
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Added 27 mins ago
vCIO
IX Solutions Ltd.
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$120,000 to $180,000 CAD / year
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Added 27 mins ago
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Added 41 mins ago
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Added 41 mins ago
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Added 42 mins ago
Intern, Private Client Service
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Added 42 mins ago
Intern, Private Client Service
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CC&L Private Capital Ltd. is seeking a Private Client Intern to join our Edmonton-based Private Client Services Team for a 4-month term from January to April 2027.
Added 56 mins ago
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Added 56 mins ago
Senior Manager, Institutional Sales Enablement
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Senior Manager, Institutional Sales Enablement
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Added 56 mins ago
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Added 57 mins ago
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$96,666.67 to $139,200 CAD / year
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Added 1 hour ago
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…patients and physicians to overcome barriers to timely healthcare…
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Insurance Advisor, Dealer Auto Services
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CIBC Mellon

Bilingual Client Services Representative

Mississauga, ON, Canada

Pay: The salary band for this position ranges between $52,000 - $78,000.
Job type: Full-time
Apply by: Oct 28, 2026
Experience: 4-5 years client services experience within the Mutual Fund industry
Posting language: English
Posted: Sep 28, 2026

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Original job description

Bilingual Client Services Representative

Company Information:

CIBC Mellon is a leading provider of asset servicing solutions to institutional investors in Canada, including multi-currency accounting, fund valuation, and investment information reporting. We are passionate about providing exceptional client service backed by our culture of innovation and success. Our outstanding employee experience will provide you with opportunities to learn and grow professionally while supporting the communities in which you live and work.

We are a diverse and dynamic workplace where employees take an active role in delivering on strategic objectives while advancing their individual career goals. We encourage innovative thinking and give our employees the support and resources they need to turn great ideas into actions.

We’re always looking for talented people who can make a meaningful difference for our clients, our company and our communities. To learn more about why our employees love coming to work each day, visit www.cibcmellon.com/experience.

Position Overview:

Responds to incoming telephone enquiries from dealers, advisors and shareholders primarily to investigate, address and resolve associated issues, concerns and enquiries regarding assigned CIBC Mellon’s clients, their investment products, and fund account activity. Develops and sustains on-going business relationships with assigned CIBC Mellon’s clients by anticipating and identifying client needs and providing service excellence.

Responsibilities:

Responds to call centre inquiries from assigned clients, dealers, and advisors and ensures the highest level of service by proactively anticipating and resolving associated issues and enquiries

Creates and maintains a current and accurate knowledge base of assigned clients’ products and services while maintaining the group knowledge base of standard industry operating processes, procedures and practices (e.g. terms of FundSERV, FUNDcom, and IFIC Mutual Fund industry related requirements)

Provides verbal and written responses to clients and representative enquiries, detailing resolution or follow-up actions and conducts research for more complex inquiries as required

Monitors and tracks call centre statistics to ensure that defined service level standards are maintained and collaborates with various Recordkeeping teams and management to address any identified process issues and improve service level standards

Creates and distributes periodic and ad-hoc advisor reporting which may include maturity reports, commissions and trailers, client transactions, fund prices and statements

Responds to advisor enquiries directed through the Data Edge online data and report tool regarding fund setups and dealer setups, escalating to management as required

Contributes to Recordkeeping initiatives and programs by providing process improvement recommendations regarding outstanding service issues, service enhancements, account administration and dealer service activity

Qualifications:

Post-secondary education

4-5 years client services experience within the Mutual Fund industry

Knowledge of the mutual fund industry standards and regulations

IFIC Mutual Funds or CSC course an asset

Strong communication and Interpersonal skills

Must be bilingual in French

Must be available to work shifts between 8am to 8pm

CIBC Mellon's Values:

Get it Right Every Day: Deliver service excellence while always acting with the highest ethical standards

Put Clients at the Centre: Advocate for clients by listening, sharing knowledge, and bringing the right solutions forward

Be One Family: Challenge, empower and recognize your colleagues

Take Ownership: Speak up, speak out, and make things better

Job Specific Competencies:

The salary band for this position ranges between $52,000 - $78,000.

A reasonable estimate of the pay range for this role is $57,000 - $65,000 at the time of this posting. Individual pay is determined by factors such as job-related skills, market conditions, relevant experience, education, training, and internal equity.

Please note, our recruitment process may include the use of AI-assisted tools.

This posting is for an existing vacancy.

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More about this job

Responsibilities

Respond to telephone and written inquiries from clients, dealers, advisors, and shareholders about investment products and fund account activity, researching and resolving issues or escalating complex matters. Maintain product and industry knowledge, monitor service levels, prepare advisor reports, and recommend process improvements.

Requirements

Requires post-secondary education, 4–5 years of client services experience in the mutual fund industry, knowledge of industry standards and regulations, and French bilingualism. Strong communication and interpersonal skills are required; an IFIC Mutual Funds or CSC course is an asset.

Skills

Client Service
Mutual Fund Industry Knowledge
Issue Resolution
Verbal Communication
Written Communication
Research
Call Centre Operations
Service Level Monitoring
Process Improvement
Advisor Reporting
Fund and Dealer Setup Support
French Bilingualism
Knowledge Base Management

Visa sponsorship

Not detected in the job text

Keywords

Asset Servicing
Mutual Funds
Fund Valuation
Multi-Currency Accounting
Investment Information Reporting
FundSERV
FUNDcom
IFIC
CSC
Recordkeeping
Data Edge
Fund Setup
Dealer Setup
Fund Prices
Maturity Reports
Commissions and Trailers
Client Transactions
Service Level Standards
Account Administration
Process Improvement
Client Services
Call Centre
French
Financial Services

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