Bilingual Client Service Representative

6 days ago

Old Toronto, Canada AGF Management Limited Full time

Bilingual Client Service Representative (French/English) page is loaded Bilingual Client Service Representative (French/English) Apply locations Toronto, ON time type Full time posted on Posted Today job requisition id R10984

About AGF:

Founded in 1957, AGF Management Limited is an independent and globally diverse asset management firm. AGF brings a disciplined approach to delivering excellence in investment management through its fundamental, quantitative, private capital, and high-net-worth businesses. Our suite of diverse investment solutions extends globally to a wide range of clients, from individual investors and financial advisors to institutions, including pension plans, corporate plans, sovereign wealth funds, endowments and foundations. Our commitment to the principles of good stewardship and responsible investment is a positive differentiator for AGF. We believe integrating Environmental, Social and Governance (ESG) issues into our investment decision-making and ownership practices across platforms will help deliver better investment outcomes to our clients.

About the Role:

AGF is looking for experienced Senior Client Service Representatives who have a passion for investments and genuinely enjoy providing exceptional customer service to Financial Advisors and Investors. This is an exciting opportunity to take your career to the next level and be a champion delivering first-class customer service. 

B y connecting, caring, and providing an exceptional end-to-end client experience, the AGF Client Services team plays an integral role in ensuring our investors succeed. Our team is looking for experienced and dynamic individuals that can help us achieve our mandate. You can expect a supportive and collaborative environment where we develop and promote talent and always strive to succeed.

You will work remotely up to 4 days per week and work out of our downtown Toronto corporate office a minimum of 1 day per week. This position has a target start date of August 13, 2024.

Your Responsibilities

  • Be the primary contact for advisors/investors to provide insight/solutions for account, transactional, procedural and product queries, primarily over the phone, in accordance to established Service Level Standards
  • Resolve customer requests that you are accountable for and interface with other parts of the organization, as needed
  • Maintain a high level of professionalism with clients and work to establish a positive rapport with every caller
  • Be able to work rotating shifts, between 8 AM and 8 PM, Monday to Friday
  • Maintain up to date knowledge on AGF products, services, policies, and procedures to provide accurate and complete information to advisors/investors
  • Actively participate in building a supportive team environment that fosters positivity and engagement

Your Qualifications:

  • Post-secondary education and preferably completed the Canadian Securities Course and/or applicable IFIC courses
  • A passion for delivering great customer service and desire to be part of a team that succeeds and be willing to do your part to ensure that success
  • 1 to 3 years of experience in a contact centre role, with a financial services company or fund company that distributes via financial advisors or with a fund company service provider
  • Excellent communication skills, listening and written skills combined with a genuine desire to serve the customer
  • Be a self-starter that leverages opportunities to improve your skills and capabilities that you can utilize to build your personal brand
  • You can easily navigate between different computer applications and multi-task, while having a great conversation with customers
  • You can problem solve and work well under pressure

#INDS

No unsolicited agency referrals please.

AGF is an equal opportunity employer. AGF welcomes and encourages applications from people with disabilities. Accommodations are available on request in all aspects of our recruitment and selection process. It is the Company's policy to recruit and select applicants for employment solely on the basis of their qualifications, with emphasis on selecting the best qualified person for the job. AGF does not discriminate against applicants based on race, color, religion, sex, national origin, or disability or any other status or condition protected by applicable legislation.

# R10984 About Us

Invested in Discipline. 

At AGF, our approach is defined by three principles: S hared I ntelligence , M easured A pproach and Active A ccountability . 

Together, they create a disciplined process that is transparent, repeatable, and deeply woven into our DNA – delivering consistent outcome to our clients, whatever tomorrow may bring. 

#J-18808-Ljbffr

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