Financial Service Representative

6 months ago

Montréal, Canada OTT Financial Group Full time

OTT Financial Group is the parent organization of a group of financial services and investment companies. We leverage cutting-edge fintech innovations to bring excellent financial advice and best-in-class wealth management to our customers and business partners. Empowering 5,000+ merchants and hundreds of thousands of individual clients across Canada, we are the home to a wealth of expertise in forex and securities trading, mobile and cross-border payment, and investment fund management.

We are ambitious, results-focused, and forward-looking. At OTT, you’ll get numerous opportunities to learn and grow, alongside a cohort of talented people from diverse backgrounds and industries. Tackling business challenges in a collaborative and innovative environment, you’ll be encouraged to be your best self and make a meaningful impact.

We are looking for experienced Financial Service Representative (FSR) to support our business growth in Quebec. The primary responsibility is to develop the client base, identify clients’ needs, and promote company’s products and services. This role also involves working with internal teams to ensure a coordinated approach to make clients satisfied.

**Responsibilities**:

- Create a customer-oriented culture where customers are respected including welcoming customers with greetings and providing walk-in customers with tea/coffee/water
- Manage inbound/outbound calls in a timely, friendly and effective manner
- Provide quality services to clients over the phone, through the Internet and/or face to face
- Perform customer verification in accordance with requirements and policies
- Identify and assess customers’ needs to reach solutions and achieve satisfaction
- Keep records of communication with customers and records of transactions
- Communicate and coordinate with internal departments when necessary
- Build sustainable relationships with customers through trust and communication
- Attend training sessions to improve knowledge and performance, such as the regulations and guidelines issued by FINTRAC as well as OTT’s internal policies
- Ensure accuracy and effectiveness in using OTT’s business processing systems
- Meet personal/team qualitative and quantitative targets
- Maintain a cleaning work environment
- Achieve a score no less than 90% in each of the ongoing training assessments

**Requirements**:

- Strong phone contact handling skills and active listening
- Familiarity with CRM systems and practices
- Customer orientation and ability to adapt/respond to different types of circumstances
- Excellent communication and presentation skills
- Ability to multi-task, prioritize, and manage time effectively
- Mandarin proficiency is mandatory in order to service our Mandarin speaking clients

Accommodations for job applicants with disabilities are available upon request.

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