Client Service Representative

5 months ago

Toronto, Canada AGF Management Limited Full time

About AGF:
Founded in 1957, AGF Management Limited (AGF) is an independent and globally diverse asset management firm. Our companies deliver excellence in investing in the public and private markets through three distinct business lines: AGF Investments, AGF Capital Partners and AGF Private Wealth. AGF brings a disciplined approach, focused on incorporating sound, responsible and sustainable corporate practices. The firm’s collective investment expertise, driven by its fundamental, quantitative and private investing capabilities, extends globally to a wide range of clients, from financial advisors and their clients to high-net worth and institutional investors including pension plans, corporate plans, sovereign wealth funds, endowments and foundations.

About the Role:
AGF is looking for experienced 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.

By 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 _October 8_, 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 engagementYour 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 brandYou can problem solve and work well under pressure No unsolicited agency referrals please.

R11036

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