Bilingual Client Relations Representative

Toronto, ON          Full-Time

About us: 

Open Access Limited is Canada’s first Discretionary Investment Manager for all working Canadians. The company manages group retirement plans for small and medium-size enterprises (SME), offering a discretionary approach that unburdens plan members from the need to make complex investment decisions on their own. Our services are free from conflicts of interest and hidden fees. The firm is registered with all securities commissions in Canada as an advisor in the category of Portfolio Manager. 


The Bilingual Client Relations Representative is part of the Service Management team within the call centre from 8:30 am-5:00 pm Monday – Friday. The ideal candidate will have 3-5 years’ experience in the Financial Industry and worked in a call centre environment with both inbound and outbound calling experience.


Duties and responsibilities:

  • Responsible for answering all inbound calls and making all outbound calls in both English and French

  • Respond to phone inquiries, and email inquiries from members and sponsors

  • Responsible for participating in online chats initiated through the member website

  • Prepare trade tickets for withdrawal requests, transfers and deposits

  • Responsible for data cleanup for any new or existing accounts

  • Open new accounts and ensure KYC documentation is up to date

  • Responsible for member asset consolidation

  • Assist in offsite implementation sessions when required


Desired Competencies:

  • Fluent speaking in French and English

  • Exceptional customer service orientation

  • IFIC Sales/Operations and/or CSC designation

  • Undergraduate/graduate degree

  • Proficiency in MS Office, CRM tools

  • Great attention to detail

  • Very organized, excellent communication and presentation skills, works well under pressure

  • Team player with the ability to build strong relationships externally and internally


Open Access Limited offers:

  • Office environment in downtown Toronto

  • Entrepreneurial, passionate, teamwork environment

  • High performance culture and employee engagement

  • Full on-boarding and training

  • Financial support for industry applicable courses and designations

  • Career growth opportunities for strong performers

  • Competitive base salary + commission and benefits

Sound like you? Submit a cover letter along with your CV to

Only qualified candidates will be contacted.