Customer Service Representative

13 hours ago

Kitchener, Ontario, Canada CB Canada Full time
{"h1": "Customer Service Representative - French", "p": "At CB Canada, we are seeking a highly skilled Customer Service Representative to join our team. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients in French. Your primary goal will be to ensure that all customer inquiries are resolved in a timely and professional manner.

Responsibilities:

* Handle customer calls and emails in French
* Process transactions, including financial trades and transfer requests
* Communicate with peers and fund companies via phone and email
* Complete all work with a high attention to detail and accuracy
* Follow up on external transfers to expedite the transfer of client's funds
* Provide just-in-time support for market-based trades that have rejected or require review by the 4 PM deadline
* Work with Data Integrity team to resolve any Nominee reconciliation issues
* Resolve exceptions generated from the daily Transaction Reconciliation and the monthly Account Reconciliation against fund company data
* Process of taxation slips/receipts using Customer Service Workbench
* Ensure that correct information is reported to clients on their tax slips and reported to Canada Revenue Agency and Revenue Québec
* Respond to tax related inquiries from clients, advisors, business partners and working with Tax team to resolve any related escalations or issues
* Process corrections and complete Letter of Indemnity for fund companies
* Phone shift schedule rotates monthly. Shifts times are: 8am-4pm, 830am -430pm or 10am - 6pm

Requirements:

* Knowledge of the mutual fund industry including MFDA (mutual fund dealer association) dealer accountabilities
* Experience with Excel spreadsheets
* Knowledge of CSW (customer service workbench)
* Knowledge of FundServ and Univeris applications
* Call centre experience
* Bilingual (French/English)
* University/College diploma is an asset
* IFIC Operations course or CSC Designation
* Proficient knowledge of the Dealer Operations' products and processes
* Excellent customer service skills

Nice to Have:

* Excellent problem-solving and decision-making skills along with Strong attention to detail
* Self-motivated, self-directed, able to work independently
* Mathematical aptitude
* Ability to work in a face paced environment with a sense of urgency

At CB Canada, we offer a dynamic and supportive work environment. If you are a motivated and detail-oriented individual who is passionate about providing exceptional customer service, we encourage you to apply for this exciting opportunity.

Note: This is a 4-month initial contract, likely extension beyond."

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