Investia Client Service Specialist

18 hours ago

Toronto, ON, Canada iA Financial Group (Industrial Alliance) Full-time $50,000 - $55,000 Contract
Become a valued Client Service Specialist at Investia Financial Services Inc., where your passion for customer service will shine in a hybrid environment. This one-year contract role aids advisors in building confidence and security for clients. You will act as the primary liaison for advisors, delivering exceptional service through efficient problem-solving and support. With advanced proficiency in both French and English, your communication skills will be key in addressing inquiries while managing multiple tasks. This role emphasizes accountability and teamwork, enhancing service quality with each interaction.

Key Responsibilities
• Manage incoming calls and provide prompt responses
• Offer troubleshooting and support for technical inquiries
• Follow up on requests to ensure satisfactory resolution
• Document interactions accurately in JIRA
• Participate actively in daily management meetings

Requirements:
• Customer service experience in financial services preferred
• Excellent communication skills in English and French
• Organizational skills for managing priorities
• Demonstrated resourcefulness and analytical thinking
• Availability for a rotating work shift Leverage your expertise to enhance client relations at Investia Financial Services.