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GIC Customer Service Representative
4 months ago
"Company DescriptionFor over 40 years, Rothenberg Wealth Management has been one of Canada's leading independent financial services brokers providing financial advice and solutions to thousands of individuals across the country. Rothenberg means local expertise, national presence, and international resources to give you access to the most diverse range of investment products in the marketplace. Being independent allows us to give unbiased recommendations as your financial well-being is our paramount concern and our primary goal is to help you achieve your long-term objectives and dreams.Role DescriptionThis is a full-time on-site role for a GIC Customer Service Representative at Rothenberg Wealth Management located in Westmount, QC. As a GIC Customer Service Representative, you will be responsible for providing exceptional customer service to clients, assisting with their inquiries and requests related to Guaranteed Investment Certificates (GICs), and ensuring their satisfaction. You will also collaborate with the sales team and other departments to provide support and resolve customer issues in a timely and professional manner.QualificationsExcellent communication and interpersonal skillsStrong problem-solving and decision-making abilitiesAttention to detail and accuracy in handling customer informationAbility to work effectively in a fast-paced and dynamic environmentProficiency in Microsoft Office SuitePrior customer service experience is an assetKnowledge of financial products, specifically GICs, is a plusBilingual proficiency in English and French is preferredMust replace receptionist during lunch and vacation days "
