Member and Client Services Representative

2 weeks ago

Toronto, Canada Advocis Full time

Advocis, The Financial Advisors Association of Canada, is the association of choice for financial advisors and planners. With more than 17,000 member-clients across the country, Advocis is the definitive voice of the profession, advocating for professionalism and consumer protection. Professional financial advisors and planners are critical to the economy, helping consumers make sound financial decisions that ultimately lead to greater financial stability and independence. Advocis works with decision-makers and the public, stressing the value of financial advice and striving for an environment in which all Canadians have access to the advice they need.

**We are looking for** an energetic, motivated individual to join our Member & Client Services team. The Member & Client Services Representative is responsible for providing efficient and quality frontline customer service to Advocis members, clients, and prospective clients on a broad range of Advocis’ products and services.

This is a one-year full time contract position at this time.

**Why you’ll want to work with us**:

- It’s a great opportunity for professional growth and career development in financial services
- We promote collaborative environment where new ideas are encouraged, and everyone is empowered to speak up
- We work hard, but like to have fun (and treats are part of the deal, because we LOVE to celebrate stuff)
- Work arrangement includes minimum 2 days per week at our office location with fabulous view of Lake Ontario. (Oh, and Starbucks is our downstairs neighbor - if you’re into $5 lattes.)

**What you’d be doing**:

- Providing efficient and quality customer service to Advocis members and clients in both English and French.
- Participating in inbound sales and retention initiatives focused on maintaining and increasing revenue by promoting the Association’s products and services
- Other duties as assigned by the Director, Member and Client Services

**We are looking for someone who is**:

- Positive, energetic, and professional with excellent interpersonal skills
- Proactive, enthusiastic, self-starter with a healthy sense of curiosity and desire to learn
- Organized with good attention to detail
- A Team player who can manage competing priorities
- Driven to deliver a great customer experience (because we all know what a bad customer experience feels like)

**This individual should also have**:

- Excellent communication skills, both written and verbal (can you find the spelling mistakes in this posting?)
- French bilingual skills, both written and verbal, are an asset but not required
- A courteous and professional telephone manner
- Completed a post-secondary degree (preferred)
- Experience in, and/or a desire to pursue a career in the Financial Services industry

**Interested in joining us?**

If you like what you’ve read so far, then go ahead and send your resume and cover letter.
- Nous sommes déterminés à adopter des pratiques inclusives et d’égalité d’accès à l’emploi. Lorsque nous communiquerons avec vous, veuillez informer les ressources humaines si des mesures d’adaptation doivent être mises en place pour que vous puissiez participer pleinement à notre processus d’embauche. Les renseignements reçus au sujet des mesures d’adaptation seront traités de façon confidentielle._

**Job Types**: Full-time, Fixed term contract
Contract length: 12 months

**Salary**: $45,000.00-$47,000.00 per year

**Benefits**:

- Casual dress
- Company events
- Employee assistance program

Schedule:

- Monday to Friday

COVID-19 considerations:
Hybrid office presence model with current guidelines for Safety and Public Health being followed.

Ability to commute/relocate:

- Toronto, ON M5V 2Z2: reliably commute or plan to relocate before starting work (required)

**Experience**:

- customer service: 1 year (preferred)

**Language**:

- French (preferred)

Work Location: Hybrid remote in Toronto, ON M5V 2Z2

Expected start date: 2023-07-04

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