Financial Services Advisor

11 hours ago

Montreal, Quebec, Canada IA Financial Group Full time

Job Title: Contract Advisor Support Specialist

Job Summary:

The Contract Advisor Support Specialist is responsible for providing support to investors and advisors with various applications, administrative inquiries, and problems. This role requires strong communication and interpersonal skills, as well as the ability to balance competing priorities.

Key Responsibilities:

  • Provide support to investors and advisors with various applications, administrative inquiries, and problems.
  • Handle email and phone service requests and inquiries.
  • Complete various projects when assigned.

Requirements:

  • 1-2 years' work experience in Financial Services and Customer Service industry or 1-2 years in a Client Services representative role.
  • Post-secondary education in Business Management/Administration and/or Finance.
  • Completion of CSC and/or IFIC Operations and/or IFIC Sales course.
  • Knowledge of Investment and Financial Services industry and/or organization.
  • Knowledge of Contact Center technology and best practices.
  • Knowledge of OSC National Instruments.
  • Strong computer skills and knowledge.
  • Strong communication and interpersonal skills.
  • Ability to balance competing priorities.

Essential Attributes:

  • You are flexible in balancing personal goals and those of the organization.
  • You are a positive influence on the team.
  • You proactively identify the needs of clients and partners.
  • Your actions are chosen with the client in mind.
  • You maintain quality standards while demonstrating efficiency.
  • You take responsibility for the work you are doing and the processes you are developing.
  • You show courage to challenge accepted ways of doing things.
  • You identify opportunities and take responsibility to continuously improve your team's processes.
  • You consider the opinions, needs and expectations of others in all your actions and decisions without prejudice.
  • You treat partners and clients with care, consideration, diplomacy, and humility.
  • Advance level of English and French is required to communicate and interact with clients and teams across Canada via phone and email on a daily basis.

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