Bilingual Customer Service Representative

Overview

Bilingual (FR/EN) customer service rep for financial services, focusing on mutual funds.

Requirements

• unitrax
• fundserv
• ms office
• ific
• bilingual
• 2+ years

What You Bring

Sound technical and analytical skills in running/debugging various applications and macros including MS Office Unitrax Recordkeeping System knowledge · FundSERV knowledge Proven track record in leading initiatives, managing cross-functional relationships Ability to work long hours especially around peak season (RRSP), month-end and year–end to support the team. High-stress, demanding work environment. ** Communicate effectively with both internal and external client groups Sound knowledge of Mutual Fund and Segregated Fund taxation and compliance /regulation – including Registered Products Stong Computer Literacy – Intermediate (Microsoft Office Sute- Excel) ** Completion of IFIC Mutual Funds Operations Course Good working knowledge / experience in the financial services industry, specifically in Mutual fund and Segregated Funds administration Bilingual, French and English At least 2+ years of financial service or mutual funds administration experience

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About Raise

-Born from the 65-year legacy of Ian Martin Group, this company rethinks staffing with tech-first, self-managed operations. -Operates globally with offices in the US, Canada, Ghana, India, and the Philippines, offering permanent placement, contract recruitment, payroll/EOR, RPO, and total talent management. -Skilled trades, technical, and industry-specific teams support clients across IT, energy, manufacturing, healthcare, transportation, and more. -Tech platform uses AI-driven insights and real-time scheduling to enhance hiring speed and candidate experience. -Employs a Teal-operating, self-managed model, empowering employees to drive agility and innovation.

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