Financial Service Representative

6 days ago

Toronto, Ontario, Canada OTT Financial Group Full time
OTT Financial Group is the parent organization of a group of financial services and investment companies.

We leverage cutting-edge fintech innovations to bring excellent financial advice and best-in-class wealth management to our customers and business partners.

Empowering 5,000+ merchants and hundreds of thousands of individual clients across Canada, we are the home to a wealth of expertise in forex and securities trading, mobile and cross-border payment, and investment fund management.

We are ambitious, results-focused, and forward-looking.

At OTT, you'll get numerous opportunities to learn and grow, alongside a cohort of talented people from diverse backgrounds and industries.

Tackling business challenges in a collaborative and innovative environment, you'll be encouraged to be your best self and make a meaningful impact.

As a Financial Service Representative (FSR), you will be acting as a liaison between OTT and its customers. You will provide customers with Forex and related product/services information and address customers' needs with accuracy and efficiency. The target is to ensure excellent service standards and maintain high customer satisfaction.

Responsibilities:

  • Create a customeroriented culture where customers are respected including welcoming customers with greetings and providing walkin customers with tea/coffee/water
  • Manage inbound/outbound calls in a timely, friendly and effective manner
  • Provide quality services to clients over the phone, through the Internet and/or face to face
  • Perform customer verification in accordance with requirements and policies
  • Identify and assess customers' needs to reach solutions and achieve satisfaction
  • Keep records of communication with customers and records of transactions
  • Communicate and coordinate with internal departments when necessary
  • Build sustainable relationships with customers through trust and communication
  • Attend training sessions to improve knowledge and performance, such as the regulations and guidelines issued by FINTRAC as well as OTT's internal policies
  • Ensure accuracy and effectiveness in using OTT's business processing systems
  • Meet personal/team qualitative and quantitative targets
  • Maintain a cleaning work environment
  • Achieve a score no less than 90% in each of the ongoing training assessments

Requirements:

  • Strong phone contact handling skills and active listening
  • Familiarity with CRM systems and practices
  • Customer orientation and ability to adapt/respond to different types of circumstances
  • Excellent communication and presentation skills
  • Ability to multitask, prioritize, and manage time effectively
  • Mandarin proficiency is mandatory in order to service our Mandarin speaking clients


You will be part of a highly collaborative, growing, and developing team that is critical to meeting our strategic goals within a highly engaged, productive, and innovative environment.

Accommodations for job applicants with disabilities are available upon request.

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