MD Financial Management | Gestion financière MD

Client Service Representative

📍 Location
ottawa, on
⏰ Job Type
Full-time
📅 Posted
June 18, 2026

Job Description

Requisition ID: . Join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture.

Contributes to the overall success of the Digital Channels, Wealth Services in Canada, ensuring specific individual goals, plans, initiatives are executed/delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies, and procedures. Reporting to the Manager, Client Services, as a Client Service Representative, you will be responsible for responding to and providing timely and efficient resolution to client telephone, email, and online chat inquiries in both official languages. Your role will also involve performing online registration, password resets and account deactivation ensuring strict adherence to MD security protocols and client confidentiality.

Responsibilities

  • Initiate opportunities for cross-selling and referrals...

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