Customer Service Expert
2 weeks ago
This role presents an opportunity to create a positive impact for clients by supporting Financial Planners in all administrative investment activities and participating in business development with clients. As a key member of our team, you will optimize interactions with clients on the technical, administrative, and operational aspects of their investment transactions.
Your Responsibilities
- Optimize client interactions on technical, administrative, and operational aspects of their investment transactions
- Utilize an advisory approach to detect opportunities and refer clients to relevant specialists
- Propose transaction and investment solutions when analyzing client files, if necessary
- Support Financial Planners in data analysis and solving complex client files
- Ensure compliance with implemented processes and features
- Adhere to compliance and risk management rules
Your Team
You will be part of a collaborative team that values empathy and open-mindedness. You will have opportunities to develop your skills through training, hands-on learning, and discussions with colleagues. This position reports directly to the Financial Planner Manager.
Prerequisites
- High school diploma and 3 years of relevant experience or college diploma and 1 year of relevant experience
- Mutual Fund Representative (MFR) license (or obtain certification within 3 months of hiring)
- Experience in customer service and interest in business development
- Basic knowledge of investments
- Administrative support and experience in processing investment products
- Proficiency with IT tools and digital navigation
- Ability to manage multiple requests simultaneously
Benefits
In addition to competitive compensation, you will be eligible for various benefits to promote your wellbeing and that of your family. These include health and wellness programs, flexible group insurance, a generous pension plan, Employee Share Ownership Plan, Employee and Family Assistance Program, preferential banking services, opportunities for community involvement, telemedicine services, and virtual sleep clinics. Estimated Salary: $60,000-$80,000 per year.
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