Financial Services Representative

2 weeks ago

Waterloo, Ontario, Canada CB Canada Full time

pbCustomer Service Representative - French Job Summary/b/ppCB Canada is seeking a skilled Customer Service Representative to provide exceptional support to clients in the financial sector. As a bilingual representative, you will be responsible for handling customer inquiries, processing transactions, and ensuring accurate and timely completion of tasks./ppbKey Responsibilities/b/pulliHandle customer calls and emails in a professional and courteous manner/liliProcess financial transactions, including trades and transfer requests/liliCommunicate with peers and fund companies via phone and email/liliComplete tasks with a high attention to detail and accuracy/liliFollow up on external transfers to expedite the transfer of client funds/liliProvide just-in-time support for market-based trades/liliWork with the Data Integrity team to resolve reconciliation issues/liliResolve exceptions generated from daily and monthly reconciliations/liliProcess taxation slips and receipts using Customer Service Workbench/liliEnsure accurate information is reported to clients and regulatory bodies/liliRespond to tax-related inquiries from clients and advisors/liliProcess corrections and complete Letter of Indemnity for fund companies/li/ulpbRequirements/b/pulliKnowledge of the mutual fund industry and MFDA dealer accountabilities/liliExperience with Excel spreadsheets and Customer Service Workbench/liliKnowledge of FundServ and Univeris applications/liliCall centre experience and bilingual skills/liliUniversity/College diploma and IFIC Operations course or CSC Designation/liliExcellent customer service and problem-solving skills/li/ulpbWorking Conditions/b/ppThis is a remote work opportunity with a rotating phone shift schedule. The ideal candidate will be self-motivated, able to work independently, and possess excellent communication skills./p

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