Client Services Specialist

7 days ago

Ottawa, Canada Questrade Financial Group Full time

Monday, April 29, 2024

Questrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure.

We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about our mission and each other. Your team members will help you conquer challenges, push boundaries and discover what you are truly capable of.

This is a place where you can explore, discover and learn with continuous growth. As a diverse and inclusive place to work, there are flexible working arrangements so you can unleash your creativity and curiosity with no limits. If you share the same sense of infinite possibility, come shape your future at Questrade.

NOC 64400

What’s in it for you as an employee of QFG?

  • Health & wellbeing resources and programs
  • Paid vacation, personal, and sick days for work-life balance
  • Competitive compensation and benefits packages
  • Hybrid and flexible work arrangements
  • Career growth and development opportunities
  • Opportunities to contribute to community causes
  • Work with diverse team members in an inclusive and collaborative environment

We’re looking for our next Client Services Specialist. Could It Be You?

The purpose of the Client Services Specialist is to develop a positive client experience by understanding and responding to clients’ enquiries quickly, professionally and accurately.

As the primary point of contact for our clients, the Client Services Specialist must provide exemplary customer service and recognize opportunities to proactively position other Questrade products and services to better meet the client’s needs.

What’s it like working as a Client Services Specialist at Questrade?

The Client Services Specialist responds to incoming inquiries from clients by phone, email and instant messaging.

They respond to a variety of client issues including: account inquiries, transaction inquiries, product inquiries and technological assistance.

In addition, the Client Services Specialist may contact clients directly to advise of issues in their accounts or to follow up on other concerns.

In this role, responsibilities include but are not limited to:

  • Effectively and efficiently manage each client interaction from first contact to resolution;
  • Manage multiple inbound/outbound client support channels (i.e. phones, email, live chats, in-person);
  • Become subject matter expert on Questrade products and services;
  • Provide technical support to clients on Questrade’s various trading software platforms;
  • Presenting value added solutions (including products, tools and resources) in addition to exploring opportunities relevant to the client;
  • Resolve client problems in a professional manner, escalating issues as required;
  • Keep current on Questrade’s products, services, programs, policies and procedures;
  • Participate in team meetings and workshops.

So are YOU our next Client Services Specialist? You are if you…

  • Have post-secondary degree/diploma in related field
  • Are flexible to work rotating 8-hour shifts including evenings and weekends
  • Have completed Canadian Securities Course (CSC)

Some more information you might want to know...

  • The shifts will be scheduled 5 days per week, not exceeding 40 hours in total; however the working hours/days of the week may fluctuate from one week to another.
  • The 8-hour shifts will be scheduled between 7:30 am-10 pm on Mondays-Fridays (working in the office) and 10 am-6 pm on Saturdays & Sundays (working from home if scheduled for a weekend shift), including statutory holidays.

Sounds like you? Click below to apply

#LI-HT1

#LI-On-site

At Questrade Financial Group of Companies, with multiple office locations around the world, we are committed to fostering a diverse, inclusive and accessible work environment. This is an environment where individuals are treated with dignity and respect. Here, the unique skills and experience you bring will be valued. You will be supported and motivated, so that you can harness your unlimited potential. Our team reflects the diversity of the communities we serve and operate in. Having a collaborative and diverse team helps us push boundaries to bring the future of fintech into existence—not only for the benefit of our customers, but for those who build their career with us.

Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment/selection process, please let us know and we will work with you to meet your needs.

  • 5700 Yonge St, North York, ON M2M 4K2, Canada
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