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Customer Service Coordinator
7 days ago
Working at MICA means contributing to the success of a growing family business that strives to surpass itself every day. At MICA, fun and togetherness are the very essence of our culture. And beyond financial services, all the members of our team play an important role in ensuring our advisors' success in developing their business, by putting their expertise to good use.
With this in mind, MICA is looking to add to its team, and is seeking a positive, conscientious person to fill the position of Customer Service Coordinator.
What does this job opportunity involve?
The Customer Service Coordinator acts as an ambassador for our network of advisors, delivering outstanding service. He/she is a resource of information and support to assist them in their day-to-day work.
You will fulfill the following functions:
- Answering questions from representatives and assistants
- Conduct research to answer questions adequately
- Intervene with sales representatives following non-compliant transactions
- Handle estate, divorce, excess contribution, group RRSP and loan files
- Making transfer fee refunds
- Occasionally work in collaboration with the transfers and operations department
- Work closely with the Customer Service Manager
This job is for you if :
- Customer service experience in mutual and segregated funds or in the financial services field
- Be a good listener to understand questions and identify problems.
- Be tactful and easy to talk to representatives
- A keen sense of situational analysis and the courage to ask the right questions
- Quickness of execution, conscientiousness and attention to detail
- Ability to plan work and manage tasks according to importance
- Be able to adapt quickly to change
- Exercise good judgment and autonomy
- Successful completion of the Canada Investment Funds course (an asset)
- Communicate easily in French and English (with English-speaking partners, suppliers or customers)
The masculine form is used for the sole purpose of simplifying the text and is not intended to be discriminatory..
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