Client Servicing Specialist

4 weeks ago

Mississauga, Canada Questrade Financial Group Full time

Questrade Financial Group (QFG) of Companies is committed to helping Canadians become much more financially successful and secure. We are everything a traditional financial institution is not. Our vision is to revolutionize financial services for the benefit of Canadians by providing the most innovative and cost efficient financial services online.

That’s why we empower our employees to continuously grow their professional careers with QFG. We believe in having a diverse, inclusive place to work and our flexible working arrangements brings that to life so you can unleash your creativity. Our values are a part of our DNA, and we care deeply about our people helping us fulfill our mission and become an important part of our community. We are always looking for like-minded professionals to join our team. Come grow with us.

What’s it like working as a Client Servicing Specialist at Community Trust Company?
Community Trust Company (CTC) is a member of the Questrade Group of Companies, currently includes Questrade Inc., Questrade Wealth Management Inc., QuestEnterprise and CTC.
Reporting to the Manager, Lending Services, the Client Servicing Specialist (“CSS”) is responsible for managing new and existing partner and client relationships through being responsive, educated, and attentive to client needs. The CSS will be required to liaise with the Mortgage Servicing Department to ensure that client needs are met with timely turnaround and effective resolution management. As champions of customer service excellence, the CSS will impact and contribute to enhancing the experience with each client encounter, thus contributing to the overall success of the department.

This role will be a 12-month contract.

Need more details? Keep reading...

**In this role, you will**:

- Provide exceptional service to partners and customers with respect to inquiries and responses concerning Residential mortgage accounts.
- Communicate professionally and effectively, both verbally and in writing with partners and clients regarding Residential mortgage accounts.
- Be fluent and knowledgeable with all accounts including cross-selling opportunities.
- Collect and provide effective hand-off for all documents required to complete administrative requirements.
- Respond to and/or investigate all internal and external client inquiries within the department service standards.
- Respond to all inbound calls to the Lending Sales and Services Department within the established service standards.
- Process and deliver communications including, but not limited to, statement of accounts, and billing statements.
- Be responsible for organizing and maintaining all electronic mortgage files.
- Provide support and/or recommendations for process improvements to Managers, as appropriate.
- Follow all AML policies and procedures with client accounts with an emphasis on “Know Your Client” rules.
- Comply with policies regarding the privacy of information.
- Pro-actively identify actual and potential violations of AML regulatory requirements, internal policies and procedures or other AML/ATF risk situations at an early stage.
- Conduct appropriate inquiries and investigations in relation to any such situation and ensure that corrective actions and/or risk mitigation actions are implemented in a timely manner or escalated appropriately.
- Adhere to compliance and operational risk controls in accordance with company’s policies and procedures.

So are YOU our next Client Servicing Specialist? You are if you
- Have post-secondary education.
- Have proven track record of exceptional customer service capabilities.
- Demonstrate effective organizational and time management skills.
- Demonstrate strong interpersonal and relationship building skills.
- Have solid written and verbal business communication skills.
- Have strong analytical skills.
- Are detail oriented with an acute attention to accuracy, with an ability to multi-task.
- Bring a positive, can-do attitude to our organization, using creative solutions to solve problems.
- Are a strong, collaborative team player who motivates others to achieve group success.
- Establish and build on healthy working relationships with your team and peers.
- Desire to succeed.
- Use open communication and collaboration to solve problems and manage deliverables.
- Demonstrate flexibility and help fellow associates where required.
- Work well in a dynamic and fast paced environment with the ability to navigate through organizational change.

Sounds like you? Click below to apply
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