Financial Services Representative
4 weeks ago
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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Bilingual Customer Service Representative
4 weeks ago
Waterloo, Ontario, Canada International Financial Group IFG Full timeJob Title: Bilingual Customer Service RepresentativeJob Summary: We are seeking a highly skilled Bilingual Customer Service Representative to join our team at International Financial Group IFG. The successful candidate will be responsible for providing exceptional customer service to clients in both English and French.Key Responsibilities:Process telephone...
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Financial Services Representative-French
2 weeks ago
Waterloo, Ontario, Canada CB Canada Full timeAt CB Canada, we're seeking a highly skilled Financial Services Representative-French to join our team. As a key member of our financial services team, you'll play a critical role in providing exceptional customer service and support to our clients.Key Responsibilities:Handle customer inquiries and resolve issues in a timely and professional mannerProcess...
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Sun Life Financial Services Representative
4 weeks ago
Waterloo, Ontario, Canada Sun Life Full timeUnlock your potential as a Sun Life Financial Services Representative and build a successful business career.As a Sun Life advisor, you'll receive exceptional training and support to help you grow your business, competitive compensation, and ongoing recognition for your achievements.Key responsibilities include:Prospecting within your network and in your...
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Financial Services Assurance Manager
3 weeks ago
Waterloo, Ontario, Canada financial-advisor Full timeAbout the RoleWe are seeking a highly skilled Assurance Manager to join our Core Audit practice specializing in Financial Services. As a key member of our team, you will be responsible for delivering quality assurance services to our clients and their stakeholders.Key ResponsibilitiesDevelop and maintain productive relationships with client management...
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Sun Life Financial Services Representative
4 weeks ago
Waterloo, Ontario, Canada Sun Life Full timeUnlock your potential as a Sun Life Financial Services Representative. Enjoy financial independence and work-life balance while building your own business.As a Sun Life advisor, you'll receive exceptional training and support to help build your business, competitive compensation, and ongoing recognition for your achievements.Key benefits include:Be in charge...
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Financial Services Assurance Manager
6 days ago
Waterloo, Ontario, Canada financial-advisor Full timeWe are seeking a highly skilled Assurance Manager to join our Financial Services team in a leadership role. This is an excellent opportunity for a professional with 5-7 years of experience in accounting and a strong background in financial services.In this position, you will be responsible for developing and maintaining productive relationships with client...
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Financial Management Specialist
3 weeks ago
Waterloo, Ontario, Canada Dykstra Financial Management Inc. Full timeJob Summary: We are seeking a highly skilled Financial Management Specialist to join our team at Dykstra Financial Management Inc. The successful candidate will be responsible for providing accurate and timely financial management services, including bookkeeping, accounting, and financial reporting.Key Responsibilities:Bookkeeping: Maintain accurate and...
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Customer Service Excellence Representative
6 days ago
Waterloo, Ontario, Canada Manulife Full timeAbout the RoleWe are seeking a talented Customer Service Excellence Representative to join our dynamic team at Manulife.In this role, you will be responsible for providing exceptional service to our employees and HR colleagues by handling telephone and email inquiries related to HR policies, programs, and HRIS systems.You will demonstrate a superior...
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Customer Service Representative
4 weeks ago
Waterloo, Ontario, Canada beBee Professionals Full time $25,000 - $35,000BeBee Professionals in Waterloo is looking for a Customer Service Representative to provide exceptional service to our customers. Key responsibilities include processing customer purchases, handling cash and credit transactions, and maintaining a clean and organized checkout area.Key Responsibilities:Process customer purchases and handle cash and credit...
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Customer Service Representative
6 days ago
Waterloo, Ontario, Canada Fita Renovation Full timeJob Title: Customer Service RepresentativeFita Renovation is seeking a skilled and enthusiastic customer service representative to join our team. As a receptionist, you will be the first point of contact for clients and visitors, providing exceptional service and support.The ideal candidate will have excellent communication skills, be able to multitask, and...
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Sun Life Financial Services Representative
3 weeks ago
Waterloo, Ontario, Canada Sun Life Full timeUnlock Your Potential as a Sun Life AdvisorAre you ready to take control of your life and career? As a Sun Life advisor, you'll have the opportunity to build a successful business, enjoy financial independence, and achieve a better work-life balance.With exceptional training and support, you'll be equipped to succeed in this rewarding role. You'll receive...
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Waterloo, Ontario, Canada Orbit Insurance Services Full timeAbout the OpportunityWe are seeking a highly motivated Sales and Insurance Development Representative to join our team at Orbit Insurance Services. This is an exciting opportunity for a skilled professional to leverage their expertise in sales, customer service, and insurance product knowledge to drive business growth and improve customer satisfaction.
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Support Services Representative
2 months ago
Waterloo, Ontario, Canada beBee Professionals Full time $30,000 - $45,000Customer Service Representative OpportunityWe are seeking a skilled and dedicated Customer Service Representative to provide exceptional service to our customers at beBee Professionals in Waterloo, Canada.Key Responsibilities:Respond to customer inquiries via various channels, ensuring timely and professional resolutions.Provide accurate information about...
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Chief Financial Officer
4 weeks ago
Waterloo, Ontario, Canada Karis Disability Services Full timeMake a Lasting ImpactAt Karis Disability Services, we're seeking a talented Chief Financial Officer to join our team. As a key member of our leadership team, you'll play a crucial role in shaping our financial strategy and driving business growth.About the RoleThis is a full-time, permanent position that offers a unique opportunity to make a significant...
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Customer Service Representative
4 weeks ago
Waterloo, Ontario, Canada Metro Full timePosition Title: Customer Service Representative - Part TimePosition Type: PermanentRequisition ID: 40022Banner: Food BasicsEmployment Type: Part-TimeLocation: WaterlooAs a Customer Service Representative at Food Basics, you will be the face of our brand, providing exceptional customer service and creating a welcoming shopping experience for our customers....
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Senior Financial Strategist
3 weeks ago
Waterloo, Ontario, Canada Waterloo Nuclear and Radiography Full timeJob SummaryWe are seeking a highly skilled Senior Financial Strategist to join our team at Waterloo Nuclear and Radiography. The successful candidate will be responsible for allocating material, human, and financial resources to implement organizational policies and programs.Key ResponsibilitiesAuthorize and organize the establishment of major departments...
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Strategic Leader for Financial Growth
1 week ago
Waterloo, Ontario, Canada Waterloo Nuclear and Radiography Full timeJob SummaryWe are seeking a highly skilled Strategic Leader for Financial Growth to join our team at Waterloo Nuclear and Radiography.In this role, you will be responsible for allocating resources, establishing departments, and representing the organization in official functions.Key Responsibilities:Allocate material, human, and financial resources to...
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Food Service Representative
2 days ago
Waterloo, Ontario, Canada New York Fries Full timeNew York Fries is seeking a Food Service Representative to join our team. As a key member of our front-line staff, you will play a crucial role in ensuring that our customers have an exceptional dining experience.About the JobThis is a full-time position that requires standing for extended periods and handling weights up to 23 kg (50 lbs). If you are looking...
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Professional Operations Coordinator
2 days ago
Waterloo, Ontario, Canada Ogilvie Financial Services Inc. Full timeCompany OverviewOgilvie Financial Services Inc. is a dynamic and forward-thinking organization that strives for excellence in the financial services industry.
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Customer Service Representative
4 weeks ago
Waterloo, Ontario, Canada Wholesale Club Full timeAbout the Role:We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our store team, you will be responsible for providing exceptional customer service, maintaining a clean and organized store environment, and supporting the sales floor team in achieving sales goals.Key...