Client Service Representative

2 months ago

Toronto, Canada Robertson and Company Full time

Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.

Introduction: Prime Hires is seeking a skilled Client Service Representative to join our client.

Contract Dates: 4 months with potential to extend or convert
Pay Rate: $24 per hour
Business Hours: Monday to Friday (Hybrid)

Job Responsibilities:

- Action and record not in good order (NIGO) documentation provided by advisors
- Maintain a consistent and superior client experience
- Initiate outbound calls to advisors that require clarification when requests are not in good order
- Investigate, research, and resolve account issues with thorough follow-up as the situation requires
- Identify opportunities for the sales team through client referrals and sentiment
- Continuously promote methods to improve quality service delivery
- Contribute to qualitative & quantitative measurements of success
- Superior interpersonal and communication skills
- Strong financial market knowledge
- Consistent adherence to established audit and compliance guidelines

Experience & Qualification Requirements:

- Mutual Funds and investments - 1 year (internship/co-op) in Canadian banking environment
- CSC/IFIC Canadian Investment Funds Course Completed
- Minimum of 1+ years in client service and/or industry related experience
- Tech savvy - quick learner who can pick up on new internal systems
- Nice to have Bilingual (French/English)

Personal Attributes:

- Organizational and Planning Skills: Effective prioritization and task management
- Communication Skills: Strong oral and written abilities
- Adaptability and Flexibility: Thriving in fast-paced environments and managing high workloads with conflicting deadlines
- Analytical Thinking and Initiative: Quick learning, proactive problem-solving, and taking ownership of issues

**_**ALL CANDIDATES MUST COMPLETE A CRIMINAL AND CREDIT CHECK AS PART OF THE APPLICATION PROCESS**_**

**How to Apply**: If you are a motivated professional looking to contribute to a leading team, please submit your resume outlining your qualifications and experience relevant to this role. Prime Hires & the clients we represent, value diversity and are committed to creating an inclusive workplace. We invite all qualified individuals to apply.

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