Customer Service Representative

Job CategoryCustomer Service
Position TypeContract
Application Deadline February 14, 2020
Experience RequiredN/A
Job Duration3 months
Education RequiredCollege Diploma

Our client in Banking & Finance industry is seeking a Customer Service Representative in Toronto. This is a 5 months contract position.
Job Description
Group information:
The Sr. Customer Service Representative role is part of the Investment Funds Group (IFG) Contact Centre.
The goal of the IFG Contact Centre is to provide consistent exceptional customer service to external and internal customers by supporting the product and sales strategy of the multiple business units the IFG Contact Centre supports.
This role is accountable to provide excellent customer service and support to assigned business groups and/or customers, acting as the first point of contact for customer transaction, product and/or process inquiries through email, fax, telephone, and workflow technology.
Employee Value Proposition:
This is a great opportunity for someone looking to get their foot in the door at one of the Big 5 banks and a great opportunity to expand skill sets and be exposed to different areas of the bank.
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
• Strong Customer Service Skills
• Lots of energy
• Very self-aware
• Strong phone etiquette
• Good work ethic
• Go-getter attitude
• Detail-oriented
• Punctual
• Someone willing to grow within the department/bank
• University degree/college diploma or equivalent
If you start at 8:30am you would finish at 5pm and if you start at 9am to 5:30pm and so on.
Candidates must be in Canada and with valid work permit for being able to apply for this role.
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