Service Solutions Unit Representative

Fidelity Canada

. Investigate and resolve financial and non-financial corrections resulting from internal or external errors .

Posted 9/28/2026contractToronto • CanadaJuniorMid-Level💰 CA$28 - CA$42 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in resolving financial and non-financial client account issues while ensuring compliance with industry regulations. Proficient in providing exceptional customer service and fostering team collaboration to enhance client experiences.

Highest-signal resume keywords

Bilingual Proficiency in English and FrenchMinimum 2 Years of Experience in Financial ServicesCanadian Securities Course (CSC) or IFIC DesignationExcellent Knowledge of Transfer Agent OperationsStrong Analytical Skills and Attention to Detail

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Account Issue ResolutionRisk Mitigation KnowledgeFinancial Services Industry KnowledgeProcessing ExperienceFidelity Product Knowledge

Soft Skills

Excellent Interpersonal SkillsVerbal and Written Communication SkillsAbility to MultitaskAbility to Work Independently and as Part of a TeamAdaptability to Change

Tools & Technologies

Microsoft Office SuiteAXISXTRACConXACETD Business Windows

Certifications & Qualifications

Canadian Securities Course (CSC)Investment Funds Institute of Canada (IFIC) Designation

Industry Keywords

Transfer Agent OperationsFinancial ServicesMutual Fund IndustryComplianceClient Experience

About the role

Key responsibilities & impact

Investigate and resolve financial and non-financial corrections resulting from internal or external errors
Research, analyze, and adjust client account issues and errors
Provide professional, accurate, and timely customer service when resolving client issues
Apply knowledge of Fidelity products, policies, and procedures, including appropriate risk mitigation
Resolve account-related issues in compliance with industry, provincial, and federal regulations and corporate policies
Communicate with clients, advisors, and other Fidelity partners during error resolution
Contribute to continuous improvement at the department and divisional levels
Help build a strong, effective team
Enhance the client experience by understanding client priorities and taking personal accountability for positive outcomes

Requirements

What you’ll need

Current authorization to work in Canada required
Postsecondary degree or equivalent work experience
Minimum of 2 years of related work experience in the mutual fund or financial services industry
Bilingual proficiency in English and French, both verbal and written, required
One or more years of processing experience is an asset
Canadian Securities Course (CSC) and/or Investment Funds Institute of Canada (IFIC) designation is an asset
Familiarity with Microsoft Office Suite, the internet, and relevant in-house applications (AXIS, XTRAC, ConX, ACE, TD Business Windows)
Excellent knowledge of policies, procedures, and transaction types related to Transfer Agent Operations
Broad knowledge of Fidelity product offerings
Ability to learn quickly and adapt to change
Excellent interpersonal and verbal and written communication skills
Ability to multitask and work well under pressure
Ability to work independently and as part of a team
Strong analytical skills and attention to detail
Ability to exercise sound, prudent judgment when resolving client issues

Benefits

Comp & perks

Flexible hourly compensation model
Opportunities for career growth and development
Inclusive environment where employees feel valued and supported
Accommodation available upon request during the application process