Client Service Representative

3 days ago

Ottawa, Canada Scotiabank Full time

**Requisition ID**: 157371

We are committed to investing in our employees and helping you continue your career at Scotiabank.

**Client Service Representative - Bilingual**

What distinguishes MD Financial Management from other financial institutions? If you ask our employees, some might say it’s our unwavering commitment to life/work balance. Many might extol the virtues of our total rewards program - an offering designed to address and enhance the physical, mental, and financial wellbeing of all team members. Yet others may take pride in being an employee of MD because they see our commitment to an inclusive work environment and understand that a diverse employee base is a healthy and progressive one. But more than anything, it’s the fact that we have the privilege of providing proactive and tailored financial guidance to Canada’s doctors and their families. Simply put, we know physicians best. Our ability to understand and anticipate physician needs and challenges allows them to maintain their focus on what’s most important - keeping Canadians healthy. Sound like the value proposition you’ve been looking for? Read on.

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**How You Will Contribute**:

- Your detailed knowledge of MD Financial Management (MDFM) products and services will serve you well in initiating opportunities for cross-selling and referrals, and in the support of outbound campaigns.
- You will be accountable for delivering a superior client experience - one predicated on building trusted relationships and collaborating with peers across the organization.
- You will lead the identification and trouble-shooting of web issues that require advanced technical support.
- You’ll contribute to the overall success of the Client Services team by leading by example relative to the achievement of departmental goals, policy and procedure compliance and meeting or exceeded service level agreements.

**What MD Expects of You**:

- A commitment to** an exceptional client experience - **using your ability to quickly and clearly understand the client’s perspective, you will provide timely and tailored advice.
- ** A sense of urgency** - what’s 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.**:

- You **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.

**The Must Haves**:

- University degree or college diploma in business, commerce or equivalent.
- Sales experience within the financial services industry.
- Completion of the Canadian Securities Course (CSC) is an asset.

**Why MD?**
- 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’re 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 in which the benefits increase along with your tenure with MD. Our team environment ensures you’re able to take time off without worrying about your clients.
- We understand that cost-effective **banking solutions** mean more money in your pocket - through our partnership with Scotia, we offer a variety of preferred banking, credit card, mortgage and home/auto insurance options and discounts.
- We love **discount**s. Through the WorkPerks program, as an employee of MD you’ll have access to thousands of discounts with various vendors across Canada.
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**Représentante ou représentant, Service à la clientèle (bilingue)**

Qu’est-ce qui distingue Gestion financière MD des autres institutions financières? Selon certains membres du personnel, c’est notre engagement indéniable envers la conciliation travail-vie personnelle. D’autres chanteront plutôt les louanges de notre programme de récompense complet qui vise à améliorer le bien-être physique, mental et financier de toute l’équipe MD. Par ailleurs, pour la plupart, c’est une grande fierté de travailler chez MD puisque nous nous engageons à offrir un environnement de travail inclusif et à promouvoir la diversité au sein du personnel pour créer une équipe riche et progressive. Mais, plus que t

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