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Specialist, Customer Relations Centre

4 months ago


Montréal, Canada Scotiabank Full time

Requisition ID: 158573

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

The Specialist, Customer Relations Centre will have the opportunity to:

- Interact with customers via phone to provide effective customer service in response to inquiries on Dynamic Funds products and services and assist customers (mainly Advisors and Associates) with resolution of issues regarding accounts and related transactions.
- Collaborate with members of the team and act as a liaison between clients and other Dynamic Centres of Excellence
- Analyze accounts, determine, and initiate appropriate follow-up and respond to customers’ needs.
- Strive to exceed qualitative and quantitative performance standards set by the department daily in an inbound call-center environment.
- Maintain familiarity with policies and procedures of the department and the Centres of Excellence.
- Work on special projects as required.

What’s in it for you:

- Be part of an industry recognized leader in the wealth management business.
- Be rewarded with our highly competitive compensation package, and
- Be a participant in a variety of community involvement programs.

Skills and Experience:

- College Diploma or an equivalent combination of education and work experience;
- University degree in Finance or related studies, a definite asset.
- CSC/ IFIC certification definite asset
- Knowledge of MS Office
- Knowledge of industry databases (i.e. Ifast)
- Excellent customer service and communication skills
- Ability to work independently and cooperatively as a team
- Ability to listen, understand and handle customer inquiries, problems, or complaints in a timely manner
- Excellent organizational and analytical skills
- Good problem-solving and time management skills
- Excellent flexibility and change management skills
- Demonstrates interest to learn

Location(s): Canada : Quebec : Montreal

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.