|Job Category||Information Technology|
|Application Deadline||June 17, 2021|
|Experience Required||1 year|
|Job Duration||1 year|
Our client is looking for a Customer Service Representative to work remote for now.
Inbound calls (30-70 calls daily) and outbound calls from/to Advisers and dealer back offices.
Inquiries would include but not limited to account status and product information about Mutual funds, term products and Insurance.
Conduct transactional calls
Adhoc tasks as required
0 -2 years of customer service experience ideally in a retail environment
Excellent Communication Skills – verbal and written ****** (THIS IS VERY IMPORTANT)
Must be customer service oriented (outgoing personality – must like talking to people)
College diploma/university degree
Working knowledge of MS Office (Excel, Outlook, Word, etc.)
Nice to Have Skills:
Call Center experience within a large organization
Previous experience in banking or FI
Canadian Securities Course or IFIC Mutual Funds course (either completed or in progress)
Knowledge of mutual funds, term products and insurance
Knowledge of transfer agency record systems
If interested please connect at