Service Representative

Job CategoryCustomer Service
Position TypeContract
Application Deadline March 31, 2020
Experience Required1-2 years
Job Duration3 months
Education RequiredCollege Diploma

Our client in Banking & Finance industry is seeking a Service Representative in Montreal. This is a 3 months contract position.
Job Description
Role Mandate:
The job is the data preparation and data entry for applications of Registered Retirement Savings Plans , Non-registered , and managing the undeliverable mail received in our office via FAX/ mail
Candidate Value Proposition (CVP): This role allows the candidate to work in an established institution and with multiple groups within the Company, which will allow candidate to build skills and confidence. Candidate will have a lot of autonomy and will be able to advocate the position.
Role Responsibilities Include (but are not limited to):
• Verification of incoming documentation
• Set-up and keying of investments onto various system platforms
• Validation of customer data on various platforms versus undeliverable mail data
• Managing excel/PDF forms for taxation documentation
Must-Have Skills:
• Bilingual (stronger in English)
• Candidate should be versatile – be able to perform other duties outside of their job if needed
• Adaptable
• Quick learner
• Punctual
Nice-to-Have Skills:
• Previous financial institution experience (commercial or personal)
Candidates must be in Canada and with valid work permit for being able to apply for this role.
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