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Advisor Service Representative
1 week ago
Employment Status:
Permanent Full-Time
Location:
Toronto, ON
Department:
Operations
Reporting To:
Manager, Advisor Service
Job Id:
OPS - 012
Job Level:
L3
Seniority Level:
Associate
Position Overview:
Duties & Responsibilities:
- Support level 1 platform and operational queries
- Prioritize Advisor team inquiries/needs and collaborate with other teams as appropriate to resolve advisor queries and issues
- Provide clear, friendly, and encouraging written communication to convey prompt, compassionate, and accurate information
- Work through potentially complicated and emotionally charged situations with deep empathy and a solutionfocused outlook
- Proactively alert management of escalations or potential service disruptions and assist as needed
- Ensure necessary due diligence is taken to support the accuracy of all requests and enquiries
- Assign operational and platform requests/queries to appropriate queues and routes to the appropriate team and tier
- Drive continuous improvement by identifying, suggesting and actively participating in process improvements
Skills & Qualifications:
- Strong background in customer service that will be reflected in professional client interaction, ability to build relationships, and quality of service delivered
- Team player, displays passion, empathy and an appropriate sense of urgency for servicing clients
- Strong written and oral communication skills
- Ability to work independently with mínimal guidance
- Very thorough and detailed oriented
- Comfortable with technology and able to explain features to others, with an appreciation for how digital solutions can be used to drive efficiency and effectiveness
- Uses sound judgment and exercises strong decisionmaking skills
Education:
- Minimum 3 years' experience in financial services, preferably within brokerage or wealth management
- Completion of Canadian Securities Course (CSC) preferred
- Post secondary education in business or a related discipline, or an appropriate combination of education and experience required
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