Bilingual Customer Service Agent

Retirement World

Burlington, Canada
Fluency in english and french
Knowledge of ambit and ecm systems
Understanding of ppsa laws
As a Portfolio Administration Team member, you will provide superior client service and resolution at first point of contact for RCAP clients and sales/service partners

Job Summary

  • As a Portfolio Administration Team member, you will provide superior client service and resolution at first point of contact for RCAP clients and sales/service partners.
  • You will use multiple systems and technology applications to provide efficient and effective support, acting in an advisory capacity for more complex issues.
  • The role offers the opportunity to work in a dynamic, collaborative, progressive, and high-performing team with chances to make a lasting impact.

Matching Summary

As a Portfolio Administration Team member, you will provide superior client service and resolution at first point of contact for RCAP clients and sales/service partners.

Skills & Requirements

Must-have

  • Fluency in English and French
  • Knowledge of Ambit and ECM systems
  • Understanding of PPSA laws
  • Customer service and negotiation skills
  • Ability to manage multiple priorities
  • Detail-oriented contract understanding

Nice-to-have

  • Strong organizational skills
  • Ability to work independently and in teams
  • Proactive problem documentation
  • Excellent written and verbal communication

Key Requirements

  • Bilingualism in English and French required
  • Strong knowledge of lease, financing and ancillary documentation
  • Experience with Ambit, MS Office, ECM, Express OS
  • Excellent negotiation skills
  • Understanding of PPSA laws across Canada

Work Rights

Not specified

Tailored Resume

Cover Letter