Bilingual Customer Service Professional III

at  Robertson and Company

Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.
Introduction: Prime Hires is seeking a skilled Bilingual Customer Service Professional with two to three years of experience in admin or customer service to join our client.
Contract Dates: 12 months
Pay Range: $23 to $23.67 per hour
Business Hours: Monday to Friday (Remote)

Job Responsibilities:

• Gather referral information from clients through verbal intake process
• Handle calls and emails from Plan Sponsors and Plan Members
• Process new referrals and file closures in case management system
• Process mail, faxes, invoices, offsite files, files copy requests etc.
• Provide administrative support to case management teams (template letters, data entry updates, office supplies etc.)
• Handle basic client reporting and ad hoc assignments/projects

Experience & Qualification Requirements:

• Bilingualism in French and English
• 2-3 years of previous experience in a high pace customer service environment
• 2-3 years of administration and clerical skills or similar related work experience
• Proficiency in Microsoft Office Suite (Excel, Teams, Word etc.)

Personal Attributes:

• Strong customer focus with strong active listening skills
• Excellent verbal and written communication skills (French/English)
• Ability to probe, investigate and resolve issues
• Excellent word processing, spreadsheet and database computer skills
• Adaptable, organized and quick learner
• Strong attention to detail and accuracy
• Well organized and able to prioritize tasks
• Demonstrated ability to work collaboratively and effectively in a fast-paced, multiple team environment as well as must be able to work well independently

• Gather referral information from clients through verbal intake process
• Handle calls and emails from Plan Sponsors and Plan Members
• Process new referrals and file closures in case management system
• Process mail, faxes, invoices, offsite files, files copy requests etc.
• Provide administrative support to case management teams (template letters, data entry updates, office supplies etc.)
• Handle basic client reporting and ad hoc assignments/project