Specialist, Customer Relations Centre

2 weeks 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 in English and French
- 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.



  • Montréal, Canada Scotiabank Full time

    **Requisition ID**: 182861 Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto. Dynamic Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing professional investment advice to retail investors. Since then, we have evolved to become one of Canada's most recognized wealth...


  • Montréal, Canada Scotiabank Full time

    **Requisition ID**: 197026 Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto. Dynamic Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing professional investment advice to retail investors. Since then, we have evolved to become one of Canada's most recognized wealth...


  • Montréal, QC, Canada Automotive Data Solutions Full time

    _Scroll down for ENGLISH version_ **Qui sommes-nous ?** Nous sommes en croissance continue et donc sommes à la recherche d’un(e) **Spécialiste en relation client **qui relèvera du Responsable des opérations commerciales. La personne travaillera en proche collaboration avec nos revendeurs et nos équipes internes (département comptabilité,...


  • Montréal, Canada Genetec Full time

    **The team**: Reporting to the Warehouse Supervisor, the role of the Logistics and Customs Specialist is to ensure the safe and efficient movement of goods, across the world, while ensuring trade compliance vis a vis local country requirements. Furthermore the Logistics and Customs Specialist will manage the relationship with all 3rd party logistics and...


  • Montréal, QC, Canada GardaWorld Full time

    The Labour Relations Specialist ensures that his or her team consistently applies the company's labour relations policies and practices and supports the operational team in disciplinary and labour-management matters. He is the labour relations contact at Montreal Airport (YUL) What's in it for you - Hybrid work model combining work at the Montreal airport...


  • Montréal, Canada Omnitrans inc. Full time

    If you are looking for a positive work environment, a sense of belonging, purpose and happiness of human dimensions, where collaboration and continuous improvement are part of your day-to-day, and where you have a direct impact on the customer experience, you are at the right place ! Omnitrans is looking for a Customs Brokerage Specialist to join the...


  • Montréal, Canada Chubb Full time

    Position: Bilingual Customer Outreach Specialist Department: Customer Outreach and Loyalty Reporting to: Assistant Manager, Customer Outreach and Loyalty Location: Brossard, Quebec Schedule: Full time - 40 hours/week PRIMARY DUTIES - Handle Incoming Cancellation Calls and perform Outbound call activities for past due policies - Handle direct returning...


  • Montréal, Canada HomeEquity Bank Full time

    HomeEquity Bank is the leading national provider of reverse mortgages to homeowners aged 55 and over, Canada’s fastest growing demographic segment. HomeEquity Bank originates and administers Canada’s largest portfolio of reverse mortgages under the CHIP Home Income Plan brand. New mortgages are originated on a direct to consumer basis as well as through...


  • Montréal, Canada TELUS Full time

    Location: Montreal, Quebec, CA- Req ID: 29524- Jobs by Category: Contact Centre- Job Function: Customer Service- Status: Part Time- Schedule: Regular**Description**: **Position overview: TEMPORARY, Full-Time** The Business Help Desk Specialist I is a call centre position where you are directly responsible for assisting our business customers with their...


  • Montréal, Canada National Credit Recovery Inc Full time

    **Who Are We?** - CXAi is a digitally powered, human delivered Global Customer Experience Management organization with multiple locations in Canada and abroad. We provide a wide range of business solutions to help businesses thrive. We are sought-after solutions partner for Omni Channel CX, Digital Transformation, Consulting and Technology solutions. - Our...


  • Montréal, Canada Scotiabank Full time

    Numéro de la demande: 158573 Joignez une équipe gagnante, engagée et axée sur les résultats qui évolue dans une culture inclusive et de haut rendement. Le Spécialiste, Centre de relations clients aura l'opportunité de: - Interagir avec les clients par téléphone pour fournir un service client efficace en réponse aux demandes de renseignements...


  • Montréal, Canada Scotiabank Full time

    Numéro de la demande: 158573 Joignez une équipe gagnante, engagée et axée sur les résultats qui évolue dans une culture inclusive et de haut rendement. Le Spécialiste, Centre de relations clients aura l'opportunité de: - Interagir avec les clients par téléphone pour fournir un service client efficace en réponse aux demandes de renseignements...


  • Montréal, Canada GardaWorld Full time

    GardaWorld Cash services is currently looking for management positions as **Client Support Specialists** in the Cash Services Division to provide support and provide solutions for our customers. The position will support the Account Executive and be a liaison with the operations teams across the country. In this role, you will have the opportunity to...


  • Montréal, Canada Banque Scotia Full time

    DFJ **Numéro de la demande**: 197026 Fonds Dynamique est une filiale en propriété exclusive de La Banque de Nouvelle-Écosse, dont le siège social se trouve à Toronto. Dynamique a vu le jour en 1957 lors de la formation d’un petit club d’investissement. Faisant œuvre de pionnière, Fonds Dynamique fournissait déjà au grand public des conseils...


  • Montréal, Canada GURUS Solutions Full time

    Our Customer Experience Specialist will focus on maintaining and growing the company's existing relationships with clients by leveraging Gurus' solutions and services. You will be assigned to specific clients with the task to foster meaningful long-term partnerships with them. The Customer Experience Specialist role is to understand the customer's needs,...


  • montréal, Canada Valnet Full time

    Job Title: Public Relations Specialist Location: In-office, Montreal Job Overview: As a PR Specialist , you will report directly to the General Manager , supporting corporate communications and ensuring Valnet and its diverse portfolio of brands maintain a strong, consistent presence across media channels. Based in our dynamic Montreal office, this role...


  • montréal, Canada Kintetsu World Express Full time

    LOOKING FOR AN AMAZING CAREER OPPORTUNITY?WITH CANADA’S FASTEST GROWING 3PL SERVICE PROVIDER, THERE’S NO LIMIT TO WHERE YOU CAN GO!Many of our most successful managers joined KWE in entry level or associate positions and with hard work, determination, and desire they were able to achieve a level of success beyond their imaginations. These success stories...


  • montréal, Canada Kintetsu World Express Full time

    LOOKING FOR AN AMAZING CAREER OPPORTUNITY?WITH CANADA’S FASTEST GROWING 3PL SERVICE PROVIDER, THERE’S NO LIMIT TO WHERE YOU CAN GO!Many of our most successful managers joined KWE in entry level or associate positions and with hard work, determination, and desire they were able to achieve a level of success beyond their imaginations. These success stories...


  • montréal, Canada Kintetsu World Express Full time

    LOOKING FOR AN AMAZING CAREER OPPORTUNITY?WITH CANADA’S FASTEST GROWING 3PL SERVICE PROVIDER, THERE’S NO LIMIT TO WHERE YOU CAN GO!Many of our most successful managers joined KWE in entry level or associate positions and with hard work, determination, and desire they were able to achieve a level of success beyond their imaginations. These success stories...

  • Call Centre Agent

    4 weeks ago


    Montréal, Canada Recrute Action Inc. Full time

    Education: Secondary (high) school graduation certificate - Experience: 1 to less than 7 months **Tasks**: - Access and process information - Address customers' complaints or concerns - Answer inquiries and provide information to customers - Perform general office duties - Answer written and oral inquiries **Sales experience**: - Call centre **Screening...