Bilingual Client Service Representative

6 months ago

Ottawa, Canada MD Financial Management Full time

Requisition ID: 186820

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Client Service Representative to join our team.

Is this role right for you? In this role you will:

- Be accountable for delivering a superior client experience through building trusted relationships and collaborating with peers across the organization
- You will lead the identification and troubleshooting of web issues that require advanced technical support
- You will contribute to the overall success of the Client Services team through the achievement of departmental goals, policy, and procedure compliance, and by meeting or exceeding service level agreements

The Must Haves:

- Bilingual (French/English) is required
- Front-line experience within a contact center environment, preferably in the financial services industry
- Completion of the Canadian Securities Course (CSC) is considered an asset
- Sales experience within the financial services industry

Do you have the skills that will enable you to succeed in this role? - We’d love to work with you if you have:

- A commitment to an exceptional client experience - using your ability to understand the client’s perspective quickly and clearly by providing timely and tailored solutions.
- A sense of urgency - what is important to the client is equally important to you. You make getting things done a priority.
- Unparalleled attention to detail - an understanding of the importance of efficiency and accuracy to overall client satisfaction.
- The flexibility to work independently and as part of a broader team.
- An ability to embrace change
- thriving in a diverse environment of ever-changing priorities.
- A dedication to ongoing learning - not only related specifically to your role, but also other concerns that may impact your client.

What’s in it for you?
- We are big proponents of life-work integration and provide the flexibility and tools to achieve such.
- We believe an inclusive and diverse work environment makes for happy and productive employees.
- We recognize the importance of well-being and offer programs and benefits to support and sustain the mental and physical health of our employees and their families.
- We know that financial security is important to you, and we are here to help - competitive salaries and incentive programs, a defined contribution pension plan and an employee share option purchase program.
- We realize time away to recharge is a non-negotiable - we offer a generous paid time off program.
- We understand that cost-effective banking solutions means more money in your pocket - we offer a variety of preferred banking, credit card, mortgage and home/auto insurance options and discounts.
- We love discounts. Through the WorkPerks program, you will have access to thousands of discounts with various vendors across Canada.

Location(s): Canada : Ontario : Ottawa

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

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