Financial Services Representative

4 weeks ago

Quebec City, Canada CI Financial Full time

CI Financial is an independent company offering global wealth management and asset management advisory services through a diverse group of financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees that have a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile, thrive at CI.

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged to do so.

APERÇU DU POSTE

Représentant le front de la société, ces personnes projettent une excellente image de la société en fournissant un service rapide, professionnel, précis et courtois lorsqu’elles interagissent avec les parties prenantes par le biais d’appels téléphoniques entrants.

RESPONSABILITÉS PRINCIPALES
- Fournir un service précis, courtois et rapide aux demandes de renseignements des clients par téléphone, par courriel et par clavardage provenant de diverses parties intéressées et portant sur les produits, les politiques et les procédures, et/ou les questions relatives aux comptes
- S’assurer que l’expérience du client est positive en fournissant un service client de haute qualité tant aux nouveaux clients qu’aux clients existants
- Enquêter et faire des recherches sur les problèmes liés aux comptes et déterminer les mesures appropriées à prendre pour résoudre ces problèmes
- S’assurer que les suivis sont résolus en temps voulu et que tous les accords de niveau de service sont respectés
- Assurer la liaison avec les unités commerciales internes et externes afin de traiter et/ou de compléter efficacement la demande
- Aider aux projets et tâches spéciaux assignés par la direction

COMPÉTENCES REQUISES
- Compétences exceptionnelles en matière de communication verbale et écrite
- Excellentes compétences organisationnelles et interpersonnelles
- Solides capacités analytiques et de résolution de problèmes
- Motivé, proactif, et indépendant dans la résolution des problèmes
- Sens aigu des affaires avec de solides compétences analytiques et une réflexion conceptuelle
- Capacité à s’épanouir dans un environnement où le rythme est soutenu
- Une expérience préalable dans le secteur des fonds communs de placement et/ou dans un rôle de service à la clientèle est considérée comme un atout
- Études postsecondaires
- Réussir le cours sur les fonds de l’IFIC ou le CSC, ou s’y inscrire, est considéré comme un atout

CONDITIONS DE TRAVAIL
- Environnement de travail à domicile
- Heures supplémentaires selon les besoins

CE QUE NOUS VOUS OFFRONS

Notre engagement envers l’Expérience des employés de CI vise à soutenir, à habiliter et à inspirer notre équipe talentueuse par les moyens suivants:

- Reconnaissance et rémunération
- Formation et perfectionnement
- Santé et bien-être
- Communication et rétroactions

JOB OVERVIEW

Acting as the front-line of the company, these individuals project an excellent image of the company through providing timely, professional, accurate and courteous service when interacting with stakeholders via inbound phone calls.

WHAT YOU WILL DO
- Ensure a positive client experience is delivered by providing high quality customer service to new and existing clients
- Investigate and research account-related issues and determine the appropriate actions that need to be taken to achieve resolution to such issues
- Ensure that follow-ups are resolved within a timely manner and all service level agreements are met
- Liaise with internal and external business units to effectively process and/or complete the request
- Assist with special projects/tasks as assigned by management

WHAT YOU WILL BRING
- Exceptional verbal and written communication skills
- Excellent organizational and interpersonal skills
- Strong analytical and problem-solving abilities
- Self-motivated, proactive, independent in solving problems
- Strong business acumen with solid analytical skills and conceptual thinking
- Ability to thrive in a fast-paced environment
- Previous experience in the Mutual Fund industry and/or customer service role is considered an asset
- Post-secondary education
- Completion of, or enrollment in, the IFIC Funds course or the CSC, considered an asset

WORKING CONDITIONS
- Work-from-home environment
- Overtime as required

WHAT YOU CAN EX

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