|Job Category||Customer Service|
|Position Type||Full Time|
|Application Deadline||November 1, 2021|
|Experience Required||1 year|
Are looking for an exciting opportunity to take your career to the next level and be a champion for delivering first-class customer service!
Our client in the asset management space is looking for experienced Bilingual Client Service Representatives who have a passion for investments and genuinely enjoy providing exceptional customer service to Financial Advisors and Investors.
Please note that this role will be fully remote until March 2022. After March 2022, you will work remotely up to 4 days per week and work out of their corporate office a minimum of 1 day per week.
About the Role
By connecting, caring, and providing an exceptional end-to-end client experience, the Client Services team plays an integral role in ensuring their investors succeed. The team is looking for experienced and dynamic individuals that can help them achieve their mandate. You can expect a supportive and collaborative environment where they develop and promote talent and always strive to succeed.
Be the primary contact for advisors/investors to provide insight/solutions for an account, transactional, procedural, and product queries, primarily over the phone, in accordance with established Service Level Standards
Resolve customer requests that you are accountable for and interface with other parts of the organization, as needed
Maintain a high level of professionalism with clients and work to establish a positive rapport with every caller
Be able to work rotating shifts, between 8 AM and 8 PM, Monday to Friday
Maintain up to date knowledge on the products, services, policies, and procedures to provide accurate and complete information to advisors/investors
Actively participate in building a supportive team environment that fosters positivity and engagement
Post-secondary education and preferably completed the Canadian Securities Course and/or applicable IFIC courses
A passion for delivering great customer service and desire to be part of a team that succeeds and be willing to do your part to ensure that success
1 to 3 years experience in a contact center role, with a financial services company or fund company that distributes via financial advisors or with a fund company service provider
Excellent communication skills, listening and writing skills combined with a genuine desire to serve the customer
Ability to communicate in English and French
Be a self-starter that leverages opportunities to improve your skills and capabilities that you can utilize to build your personal brand
You can easily navigate between different computer applications and multi-task while having a great conversation with customers
You can problem solve and work well under pressure