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Bilingual Client Service Representative

3 months ago

Toronto, Canada AGF Management Limited Full time

About AGF:
Founded in 1957, AGF Management Limited is an independent and globally diverse asset management firm. AGF brings a disciplined approach to delivering excellence in investment management through its fundamental, quantitative, private capital, and high-net-worth businesses. Our suite of diverse investment solutions extends globally to a wide range of clients, from individual investors and financial advisors to institutions, including pension plans, corporate plans, sovereign wealth funds, endowments and foundations. Our commitment to the principles of good stewardship and responsible investment is a positive differentiator for AGF. We believe integrating Environmental, Social and Governance (ESG) issues into our investment decision-making and ownership practices across platforms will help deliver better investment outcomes to our clients.

About the Role:
AGF is looking for experienced Bilingual Client Service Representatives who have a passion for investments and genuinely enjoy providing exceptional customer service to Financial Advisors and Investors. This is an exciting opportunity to take your career to the next level and be a champion delivering first-class customer service.

You will work remotely up to 4 days per week and work out of our downtown Toronto corporate office a minimum of 1 day per week. This position has a target start date of January 2nd, 2024.

By connecting, caring and providing an exceptional end-to-end client experience, the AGF Client Services team plays an integral role in ensuring our investors succeed. Our team is looking for experienced and dynamic individuals that can help us achieve our mandate. You can expect a supportive and collaborative environment where we develop and promote talent and always strive to succeed.

Your Responsibilities:
Be the primary contact for advisors/investors to provide insight/solutions for account, transactional, procedural and product queries, primarily over the phone, in accordance to established Service Level Standards.
Resolve customer requests that you are accountable for and interface with other parts of the organization, as needed.
Maintain a high level of professionalism with clients and work to establish a positive rapport with every caller.
Be able to work rotating shifts, between 8 AM and 8 PM, Monday to Friday.
Maintain up to date knowledge of AGF products, services, policies, and procedures to provide accurate and complete information to advisors/investors.
Actively participate in building a supportive team environment that fosters positivity and engagement.

Your Qualifications:
Fluent in both English and French written and oral communication.
Post-secondary education and preferably completed the Canadian Securities Course and/or applicable IFIC courses
1-3 years of experience in a contact centre role, with a financial services company or fund company that distributes via financial advisors or with a fund company service provider
A passion for delivering great customer service and desire to be part of a team that succeeds and be willing to do your part to ensure that success
Excellent communication skills, listening and written skills combined with a genuine desire to serve the customer
Be a self-starter that leverages opportunities to improve your skills and capabilities that you can utilize to build your personal brand
You can problem solve and work well under pressure

No unsolicited agency referrals please.

R10910