Financial Services Representative

1 month ago

Toronto, Ontario, Canada IA Financial Group Full time

Job Summary

We are seeking a highly skilled Contract Advisor Support Specialist to join our team at IA Financial Group. As a key member of our client support team, you will be responsible for providing exceptional support to investors and advisors through various applications, administrative inquiries, and problems.

Key Responsibilities

  • Provide timely and effective support to clients via phone, email, and other communication channels.
  • Handle a high volume of client inquiries and resolve issues in a professional and courteous manner.
  • Work collaboratively with the team to ensure seamless delivery of services and meet client expectations.
  • Stay up-to-date with industry developments and best practices to continuously improve client support services.

Requirements

  • 1-2 years of 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.
  • Strong computer skills and knowledge.
  • Strong communication and interpersonal skills.

Essential Attributes

  • Flexibility in balancing personal goals and those of the organization.
  • Positive influence on the team.
  • Proactive identification of client needs and partners.
  • Client-centric approach to decision-making.
  • Quality standards and efficiency.
  • Responsibility for work and processes.
  • Courage to challenge accepted ways of doing things.
  • Opportunity identification and continuous improvement.
  • Consideration of opinions, needs, and expectations of others.
  • Treatment of partners and clients with care, consideration, diplomacy, and humility.

Language Requirements

Advanced 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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