Bilingual Customer Service Representative

We are currently hiring a Bilingual Customer Service Representative – Investments to join a fast-paced financial services contact centre. This role is ideal for someone with strong client service experience, investment knowledge, and completion of either the Canadian Securities Course (CSC) or the Canadian Investment Regulatory Exam (CIRE) .

The successful candidate will act as a primary point of contact for clients, supporting inquiries related to investment accounts, trading functions, account services, and general financial service requests. This position requires strong communication skills in English and either Mandarin or Cantonese , excellent attention to detail, and the ability to provide professional, accurate, and timely support in a client-facing environment.

Key Responsibilities

• Respond to client inquiries by phone and email in English and either Mandarin or Cantonese .
• Assist clients with account-related questions, trading inquiries, and investment service requests.
• Provide accurate, professional, and timely support while maintaining a high level of customer satisfaction.
• Use sound judgment and problem-solving skills to resolve client concerns effectively.
• Follow internal policies, procedures, and compliance requirements.
• Identify and escalate potential risk, compliance, or account-related concerns when required.
• Maintain strong attention to detail when handling sensitive client and financial information.
• Support team goals by contributing to a positive, professional, and collaborative work environment.
• Identify opportunities to support client needs through appropriate referrals or service recommendations.

Required Qualifications

• Fluency in English and Mandarin , or English and Cantonese , written and verbal.
• Completion of either the Canadian Securities Course (CSC) or the Canadian Investment Regulatory Exam (CIRE) is required.
• Previous experience in investments, brokerage, wealth management, banking, or financial services.
• Strong customer service experience, preferably within a contact centre or client-facing environment.
• Strong understanding of investment products, account types, and trading-related processes.
• Excellent communication, problem-solving, and interpersonal skills.
• Strong attention to detail and ability to recognize risk.
• Ability to work independently while meeting performance and service expectations.
• Strong time-management and prioritization skills.
• Completed post-secondary education is preferred.

Preferred Qualifications

• Fluency in English, Mandarin, and Cantonese is considered a strong asset.
• Previous experience supporting investment or brokerage clients.
• Knowledge of account types such as TFSA, RRSP, Cash, Margin, and non-registered accounts.
• Experience working in a high-volume contact centre environment.
• Familiarity with financial services regulations, compliance standards, and client verification processes.
• Experience using financial, banking, or brokerage platforms.

Ideal Candidate Profile

The ideal candidate is a bilingual professional fluent in English and Mandarin or English and Cantonese , with investment industry experience and completion of either the CSC or CIRE . They are confident supporting clients over the phone, comfortable working in a structured contact centre environment, and able to handle sensitive financial inquiries with accuracy, professionalism, and care.

Work Environment

• Initial training will be conducted onsite.
• After training, the role will move to a hybrid schedule , requiring employees to work 3 days onsite per week .
• Professional contact centre environment.
• Client-facing role supporting inquiries by phone and email.
• Fast-paced environment requiring accuracy, strong communication, and excellent service delivery.

Schedule

• Initial training schedule: Monday to Friday, 9:00 AM – 5:00 PM .
• Post-training schedule will fall within contact centre operating hours, Monday to Friday, 8:00 AM – 8:00 PM .

This is a Contract position based out of Ottawa, ON.

The pay range for this position is $27.00 - $27.00/hr.

This is a fully onsite position in Ottawa,ON.

À propos de TEKsystems et TEKsystems Global Services

Nous sommes un fournisseur de services aux entreprises et de technologies. Nous accélérons la transformation de nos clients. Notre compétence en stratégie, conception, exécution et opérations libère la valeur de l’entreprise par un éventail de solutions. Nous sommes une équipe de 80 000 personnes qui collaborent avec plus de 60 000 clients, notamment 80 % du Fortune 500 en Amérique du Nord, Europe et Asie, qui collaborent avec nous dans le cadre de nos capacités full-stack et notre rythme. Nous sommes des penseurs stratégiques, des collaborateurs pratiques qui aident les clients à exploiter le changement et maîtriser le dynamisme de la technologie. Nous bâtissons le futur en livrant les résultats et en créant un impact positif dans nos communautés mondiales. TEKsystems et TEKsystems Global Services sont des entreprises d’Allegis Group. Découvrez d’autres informations à TEKsystems.com.

Ordonnance sur l’égalité des chances de San Francisco: Conformément à l’Ordonnance sur l’égalité des chances de San Francisco, pour tous les postes situés dans la ville et le comté de San Francisco, nous examinerons les candidatures des personnes qualifiées ayant un casier judiciaire ou des antécédents criminels.

Utilisation de l’intelligence artificielle (IA): Nous pouvons utiliser l’intelligence artificielle (IA) pour soutenir certaines étapes de notre processus d’embauche, notamment la recherche, la présélection et l’évaluation des candidatures. L’IA aide à analyser les candidatures et les qualifications, mais les décisions finales sont prises par notre équipe de recrutement. En soumettant votre candidature, vous reconnaissez et acceptez que celle-ci puisse être examinée à l’aide d’outils d’IA.

About TEKsystems and TEKsystems Global Services

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.econnaissez et acceptez que celle-ci puisse être examinée à l’aide d’outils d’IA.