New Job Bilingual Investment Representative (Hybrid) In Quebec

Job Number:

3234045

DESCRIPTION

• Answer inbound calls and provide excellent customer service by helping customers with various questions about their account or the stock market in general
• Educate customers on our self-directed online platform’s advantages and help them navigate and trade online
• Provide helpful, engaging, knowledgeable, accurate, responsive, and professional services to clients, including prompt and courteous completion of trade instructions via telephone within regulatory requirements and guidelines
• Be a reliable and excellent team player, show your determination to help the team achieve its goals and take ownership of assigned tasks
• Connect with peers at other departments to gather information and resolve customer issues
• As part of a growing company, you will be involved in other projects and tasks as required. Including but not limited to some French translation initiatives
• Understand and apply industry rules and regulations (e.g., IIROC, Provincial, etc.), as well as Morgan Stanley’s policies and procedures to all activities performed
• Continually learn about investments, the Financial Markets and Morgan Stanley’s policies to become an expert in addressing our clients’ array of questions and needs
• Maintain a high level of personal integrity and comply with Morgan Stanley’s Code of Conduct

• Fielding inbound customer inquiries to assist customers with account related requests such as money movement, account updates, and trade requests
• Gather and review new account application forms and work closely with our Operations and Supervision departments regarding account openings and ongoing maintenance
• Following up with customers regarding outstanding account related items
• Participating in team huddles and continuing education and development

• Invest in your career with a top tier learning and career development experience combining comprehensive financial product modules and learning courses, as well as on the job learning
• Develop a robust understanding of the financial services industry and gain insight into one of the world’s leading financial institutions
• Enjoy a hybrid work environment that enables employees to thrive
• Competitive base salary and a wide range of additional benefits
• Employees are encouraged to give back to your community

QUALIFICATIONS

• At least 2 years working in a customer-facing role preferably in a brokerage or banking environment
• Outstanding oral, written, and inter-personal communication skills
• Fluent spoken and written proficiency in both Quebec French and English is a must.
• High School Diploma/Equivalency, Bachelor’s degree preferred
• You are willing to pass any additional required licenses and qualifications required for the role
• Ability to handle a high volume of requests in a fast-paced environment and remain calm under pressure.
• Ability to work independently, while remote, with proven time management, organizational and problem-solving skills
• Must be able to meet with the technological and confidentiality requirements of the role (i.e., private and quiet space, Internet connectivity, etc.) when working from home.
• Full flexibility to work a variety of shifts ranging between 7am to 5pm MT, Mondays to Fridays.
• Candidates should also be willing to complete the Derivative Fundamentals and Options Licensing Course (DFOL) if and when required
• Canadian Securities Course (CSC), Conduct Practices Handbook (CPH), and Investment Representative Training.