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Financial Services Representative
Financial Services Representative-August 2024
Montreal
Aug 23, 2025
About Financial Services Representative

Our client, a Human Resources and Financial services company, is currently hiring for a bilingual financial services representative to join their team in Montreal, QC!

The Financial Services Call Centre is responsible for all Client facing aspects related to the servicing of our Canadian Money Movement product. Administering approximately 100,000 calls annually (both inbound and outbound). The inbound calls pertain to banking and company level tax inquiries, while the outbound calls pertain to client follow up regarding outstanding service requests.

The Financial Services Representative (FSR) is responsible for handling internal and external requests in a centralized call centre environment, with the inbound component comprising roughly ¾ of the potential call volume. The FSR is expected to provide service excellence to both internal and external clients by processing requests accurately and professionally in adherence with Government Agency/Financial Partners’ outlined policies.

Qualifications

1) 1-3 Years of experience in a call center environment (Preferably in the banking/financial services space)

2) Bilingual in French and English

3) Ability to go into the office 3 times a week (Monday-Friday -> 8AM- 8PM)

This person will be taking 25/40 calls per day and will be related to banking/tax questions from customers. They will predominantly be interacting with Payroll Managers, Accounting, and Finance Teams. The Banking calls will be related to people who didn't get paid, changes to information, or updates on payroll statuses. The tax calls will be related to company taxes, where to find specific forms, and reconciliations. Calls will be predominantly inbound but may be some outbound through emails and chat functions as well.

Training will be 2 weeks and 9AM-5PM – First day is in person

Work EnvironmentMonday -Friday shift -> 8AM- 8PM, (Friday 8AM-6PM)

3 days in office - Monthly shift schedule.

KPIs:

Total calls, calls per hour, AHT, Quality,

Duration: 1 year contract to start with opportunity for extension OR conversion to permanent.

À propos de TEKsystems:

Nous sommes partenaires dans la transformation. Nous aidons les clients à activer des idées et des solutions afin de profiter d’un nouveau monde d’opportunités. Nous sommes une équipe solide de 80 000 personnes, nous travaillons avec plus de 6 000 clients, dont 80 % faisant partie du Fortune 500, partout en Amérique du Nord, en Europe et en Asie. En tant que chefs de file de l’industrie des services technologiques complets, des services aux talents et des applications du monde réel, nous travaillons avec des leaders progressistes pour favoriser le changement. C’est le pouvoir d’un vrai partenariat. TEKsystems est une société du groupe Allegis.

Québec Numéro du permis d'agence de placement de personnel AP-2000547

About TEKsystems:

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

Quebec Personnel Placement Agency Permit Number AP-2000547

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