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Assistant en service client
2 months ago
Le poste d'assistant en service client est un rôle clé au sein de notre équipe de BMO Financial Group. Nous sommes à la recherche d'une personne motivée et passionnée qui souhaite rejoindre notre équipe et contribuer à la fourniture d'un service exceptionnel à nos clients.
Responsabilités- Coordonner les activités de marketing pour l'équipe de conseillers, y compris le site Web, les initiatives liées aux médias sociaux et la reconnaissance des clients pour souligner les événements marquants.
- Aider l'équipe de conseillers à se préparer aux rencontres avec les clients, notamment en fixant des rendez-vous.
- Traiter les demandes et les demandes de renseignements courantes des clients, y compris les déplacements de fonds de base, les problèmes technologiques et l'ouverture et la mise à jour de comptes.
- Produire des rapports et des documents pour les conseillers et les clients, selon les demandes, et traiter des éléments relatifs aux comptes et aux dossiers des clients.
- Tenir à jour et organiser la base de données de la clientèle et les dossiers des clients.
- Veiller à ce que les transactions et les tâches soient attribuées aux membres de l'équipe et exécutées de façon appropriée.
- Offrir du soutien aux membres de l'équipe en ce qui a trait aux problèmes technologiques, à l'utilisation des nouvelles technologies et aux demandes de renseignements généraux, ainsi qu'aux transmissions hiérarchiques liées aux politiques, aux procédures et au traitement.
- Recueillir et distribuer de l'information sur les mises à jour apportées à la formation, aux lignes directrices, à la technologie et à d'autres renseignements liés au secteur d'activité.
- Établir un lien avec les clients et leur inspirer confiance, de manière à asseoir sa crédibilité et à favoriser une expérience client positive.
- Assurer le suivi des politiques et des processus en matière de risque et de conformité pour veiller à protéger les actifs de nos clients et leur confidentialité, à agir dans leur intérêt et à diriger efficacement la succursale.
- Protéger les actifs de la Banque et des clients, et se conformer à toutes les exigences juridiques, réglementaires et éthiques.
- Protéger la confidentialité des renseignements des clients et de la Banque.
- Exécuter des tâches complexes et diversifiées en respectant les règles et les limites établies.
- Analyser les problèmes et déterminer les prochaines étapes; transmettre à l'échelon supérieur au besoin.
- Généralement d'une à deux années d'expérience professionnelle pertinente avec diplôme d'études postsecondaires dans un domaine connexe souhaitable, ou combinaison équivalente de scolarité et d'expérience.
- Connaissance de l'exploitation d'une société de gestion de patrimoine et de l'exploitation en succursale (service à la clientèle, services de fiducie, transferts de comptes, etc.) - un atout.
- Connaissance des aspects opérationnels des produits traditionnels (actions, obligations, marché monétaire, fonds d'investissement) et des produits non traditionnels (produits gérés et produits à honoraires) - un atout.
- Connaissance de la technologie, des applications et des logiciels utilisés dans le secteur de la planification financière et des placements.
- Réussite du Cours sur le commerce des valeurs mobilières au Canada et du Cours relatif au Manuel sur les normes de conduite requise dans un délai de 18 mois suivant la date d'embauche.
- Réussite du programme d'accréditation des représentants en placement (30 jours) de BMO Nesbitt Burns.
- Connaissances spécialisées - compétences de base.
- Compétences en communication orale et écrite - bonnes compétences.
- Compétences en organisation - bonnes compétences.
- Compétences pour la collaboration et le travail d'équipe - bonnes compétences.
- Compétences en analyse et en résolution de problèmes - bonnes compétences.
BMO Financial Group offre une gamme d'avantages sociaux attractifs, y compris une assurance santé, le remboursement des frais de scolarité, une assurance accident et une assurance vie, ainsi que des régimes d'épargne-retraite.
