About the job

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 clients, commercial banking, treasury, and retail banking.

Introduction:

Prime Hires is seeking a skilled Customer Service Professional - Bilingual II to join our client in support of an existing vacancy.

Contract Period: 6 months with potential with to extend and convert

Pay Rate: $25.50 per hour

Location: Montreal, QC

Location Type: Hybrid

Business Hours: Monday – Friday, Core business hours

Job Responsibilities:

• Accurately and thoroughly handle increasingly complex client service requests at initial point of contact.
• Provide accurate and complete information and insight on retirement products the member may have.
• Effectively use multiple administrative systems to resolve inquiries, within the defined service standards.
• Assist customers with the completion of appropriate forms and other policy requirements.
• Respond to customer inquiries on retirement and investment policies.
• Take a proactive role in identifying and reporting areas of continuing client concern (trends) and make recommendations to help develop and implement strategies to resolve the issues to improve the service experience.
• Recommend client centered resolutions to issues and identify and initiate exceptions within guidelines Identify opportunities and make recommendations to improve operational processes and practices.
• Responsible for contributing to a strong collaborative team and building customer working relationships while providing excellent customer service.
• Keep current with company policies, procedures, and processes.
• Meet expectations relative to Productivity (AHT, Aux Usage, Reliability, Adherence, CX Contribution, etc.), Accuracy (QA, Compliance, etc.) and Service Excellence (tNPS).
• Process transactions on behalf of clients if/when required.
• Experience & Qualification Requirements:Post-secondary degree required.
• 1 year of contact center experience required.
• Must be fully and fluently Bilingual (French/English), in both verbal and written proficiency, in both French and English.
• Customer service focus and skills.
• Knowledge of our business policies, procedures, and concepts.

How to Apply: If you are a motivated professional looking to contribute to a leading team, please submit your resume outlining your qualifications and experience relevant to this role. Prime Hires & the clients we represent, value diversity and are committed to creating an inclusive workplace. We invite all qualified individuals to apply.

Background screening is required as part of the onboarding process. The type of screening required (criminal, credit, or other verifications) will vary based on the position and client requirements.

We use AI technology as part of our application review process to assist with screening and assessment. All applications are also reviewed by our recruitment team.

Prime Hires & the clients we represent are equal opportunity employers, committed to diversity and inclusion. Prime Hires is a certified diverse supplier and actively seeks to foster a representative and inclusive workforce. We welcome applications from all qualified individuals, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal status, or any other legally protected factors. We champion building a diverse and inclusive environment.

•        Client Relationship Management & UHNW Advisory: Manages high-net-worth and international client relationships, delivering tailored, trust-based advisory aligned with client goals, risk appetite, and investment horizon.

•        Portfolio & Wealth Management: Evaluates client financial positions and identifies opportunities across investments, deposits, and protection solutions to support holistic financial planning.

•        NRI Banking & Cross-Border Transactions: Handles NRI banking, forex transactions, remittances, and account management, with a focus on compliant and seamless international service delivery.

•        Regulatory Compliance & Risk Control: Applies KYC/AML frameworks and internal risk controls consistently across client onboarding, transactions, and portfolio reviews.

•        Business Development & Cross-Selling: Builds new client relationships through proactive prospecting, referrals, and networking, while expanding wallet share through cross-selling and upselling.

•        Financial Operations & Process Ownership: Owns end-to-end financial and offboarding processes, coordinating across teams to ensure accurate, timely, and audit-compliant closure.