Customer Service Representative

2 weeks ago

Toronto, Ontario, Canada Dunbrook Associates Full time

Please submit your resume and cover letter before the deadline of July 1st, 2024

Salary: Competitive salary with additional bonus opportunities

Location: Toronto, ON

Job Type: Full-Time

Start Date: Aug 2024

Benefits: Flexible benefits package

Type: On-site at our Toronto office (hybrid working model after probation period)

About Our Company

Dunbrook Associates is a Wealth Management firm catering to clients in and around the Greater Toronto Area. Our focus is on assisting individuals and families in reaching their financial objectives.

We are dedicated to delivering top-tier customer service and establishing meaningful connections with our clients beyond financial matters. We are seeking a vibrant and personable individual to join our team and contribute to delivering exceptional customer experiences.

Role Overview

This position entails attending to client requirements, offering operational and administrative aid to financial advisors in a dynamic wealth management environment.

The ideal candidate should be quick-witted, proactive in problem-solving, possess strong critical thinking abilities, and ideally, have a basic comprehension of investment accounts within Canada.

At Dunbrook Associates, you will have the opportunity to develop in a supportive setting, acquiring new skills, aiding individuals, and making a meaningful impact on the team without the usual sales pressure.

The role involves supporting various facets of our wealth management operations, such as responding to incoming calls, organizing account paperwork, managing multiple computer systems, delivering customer service in-person and via phone, resolving client requests, scheduling meetings, handling correspondence, and other assigned duties.

Key Responsibilities

  • Interact with clients both in-person and over the phone
  • Resolve client service queries promptly and effectively
  • Utilize operational knowledge to enhance client interactions
  • Schedule and follow up on client meetings
  • Oversee incoming transfers, ensuring timely and accurate processing
  • Manage new account documentation and monitor account opening progress
  • Prepare necessary paperwork for client meetings
  • Organize action items from client interactions
  • Maintain confidentiality of sensitive information
  • Handle incoming correspondence efficiently
  • Perform general office tasks, including supply management and record-keeping
  • Support financial advisors in daily tasks and client service
  • Create various documents and reports using software tools
  • Manage filing and retrieval of documents

Desired Skills

  • Demonstrated attention to detail and ability to thrive in a fast-paced setting
  • Highly organized with skills to manage multiple tasks concurrently
  • Proficient in computer operations
  • Committed to delivering exceptional customer service
  • Strong problem-solving aptitude
  • Comfortable with phone communication
  • Display integrity and positive demeanor
  • Proficiency in Google Workspace tools (Sheets, Gmail, Drive)
  • Experience with CRM systems preferred
  • Prior experience in the financial sector beneficial
  • Knowledge of IFIC or CSC a plus
  • Precise data entry skills with keen attention to detail
  • Reliable, responsible, and capable of independent work

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