Bilingual Sales & Client Services Specialist (French/English)

Questrade Financial Group is a company that provides a range of financial services and innovative products. They are seeking a Bilingual Sales & Client Services Specialist who will manage client inquiries and provide support for Questrade accounts, ensuring efficient problem resolution and product expertise.

Responsibilities

• Manage client interactions efficiently and effectively, from initial contact to resolution, across multiple channels (phone, email, chat, in-person)
• Create service tasks and accurately record, sort and track problems and the resolution steps taken
• Consult internal knowledge bases and resources to resolve client issues
• Reproduce and troubleshoot technical issues for Questrade products, including issues with connectivity, trade routing or order flow
• Quickly identify hardware, operating system and networking issues during client interactions
• Identify and escalate complex issues and potential problems in a timely manner
• Proactively contact clients to resolve account issues or provide follow-up
• Become a subject matter expert for Questrade products, services, policies, and procedures
• Educate and support clients on Questrade’s various trading platforms
• Help update knowledge base by identifying and reporting issues
• Present value-added solutions, including products, tools, and resources, to meet client needs
• Assist newer staff members in building their knowledge, productivity and quality skills
• Provide regular reporting on client interaction trends and identify opportunities for improvement
• Participate in 1:1 coaching, team meetings, and professional development workshops
• Keep up to date on all changes to Questrade products and services

Skills

• Have strong written and verbal communication skills
• Are fully bilingual in English and French
• Have post-secondary degree/diploma
• Have 6 months-1 year related work experience
• Have flexibility to work rotating shifts, including evenings and weekends
• Have completed the Canadian Securities Course (CSC)
• Conduct and Practices Handbook Course (CPH)
• Derivatives Fundamentals and Options Licensing Course (DFOL)

Benefits

• Health & wellbeing resources and programs
• Paid vacation, personal, and sick days for work-life balance
• Competitive compensation and benefits packages
• Work-life balance in a hybrid environment with at least 3 days in office
• Career growth and development opportunities
• Opportunities to contribute to community causes
• Work with diverse team members in an inclusive and collaborative environment

Company Overview