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Bilingual Client Service Representative – Invest Direct, English and French

HSBC Bank Canada

This is a Contract position in Montreal, QC posted November 20, 2022.

About the role

To provide operational and administrative support and quality standards to the Personal Financial Services business. Overall nature of work is of low to moderate complexity.


Identify and understand basic customer needs in order to complete transactions and resolve issues quickly and efficiently.

Maintain superior and courteous service to internal and external contacts.

Ensure work area is maintained in accordance with HSBC standards.

Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets.

Promotes and contributes to team-based approach in completing tasks and meeting internal and external customer needs.

Provide guidance to Operations Risk and Administration Associates, Personal Bankers and Premium Bankers.

Participates in quality, regulatory and compliance training in order to meet performance targets.

Promotes an environment that supports diversity.

Demonstrates Group capabilities.

Promote an environment that supports diversity and reflects the HSBC brand.

Ensure that all employees are aware of and effectively identify and manage applicable money laundering (ML), terrorist financing (TF), sanctions and reputational risks.

Complete other responsibilities, as assigned.


Must be available to work Monday to Friday between 8am to 8pm.

Must have at least 1 year in customer service and contact center experience.

Must be fluent in English and French.

Must be able to pass the Mutual Funds; CSC and CPH within following 3 months of hire.

Good to have Mutual Funds: CSC and CPH

Professional appearance and attitude.

Team player and development minded.

Strong communication, customer service and interpersonal skills.

Ability to learn and operate new software and technology.

Detailed orientated with good time management and organizational skills.

Ability to multi-task.

Ability to handle large volumes, tight turnarounds and multiple deadlines.

Some experience with conflict resolution required.

Ability to work independently.