Customer Service Representative

Job CategoryInformation Technology
Position TypeContract
Application Deadline June 17, 2021
Experience Required1 year
Job Duration1 year
Education RequiredN/A

Our client is looking for a Customer Service Representative to work remote for now.
Daily Responsibilities:
• 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
• Handle escalations
• Adhoc tasks as required
Must-Have Skills:
• 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