Client Services Liaison

4 weeks ago

Charlottetown, Prince Edward Island, Canada OppenheimerFunds Distributor, Inc Full time

Description

The Enterprise Service Center at OppenheimerFunds Distributor, Inc. is dedicated to delivering exceptional service to our North American retail client base. Our team focuses on providing accurate information, excellent service, and enduring solutions that enhance customer loyalty and retention. As a Client Services Representative, you will play a key role in delivering this quality service to our US clientele while maintaining our service delivery commitments to guarantee customer satisfaction.

Your Role

You will work in a fast-paced environment, responsible for delivering exceptional customer service to both internal and external customers. As a highly motivated, professional, and energized individual, you will develop value-added solutions to ensure our customers' needs are exceeded. You must be able to build strong relationships and maximize customer loyalty by providing accurate and timely service. Using various computer applications, you will analyze, research, and take proactive initiative to respond to customer needs, questions, and requirements.

Key Responsibilities

  • Handle all inbound calls and represent OppenheimerFunds Distributor, Inc. in a professional manner.
  • Establish and build rapport with customers by engaging in conversations that educate them on our products and services.
  • Apply internal policies, procedures, external legislation, and regulations in accordance with stated guidelines.
  • Evaluate research and facilitate the resolution of customer needs or account adjustments in a timely fashion.
  • Accept full ownership and accountability for the resolution of customer needs from start to finish.
  • Utilize different computer applications to access account information and reference materials.
  • Update account-specific transactions on customer accounts ensuring completeness and accuracy.
  • Maintain a current understanding of required internal information as well as related market or industry news and events.
  • Understand broader business issues and proactively seek opportunities to add value to our customers and distribution partners.
  • Meet or exceed departmental quality standards and job-related performance targets.
  • Work closely with other departments and peers to ensure the successful delivery of corporate and operations goals and objectives.

Requirements

  • Excellent working knowledge of PC applications such as MS Word, MS Outlook, and web-based technology.
  • A thorough understanding of customer service and contact center dynamics.
  • Financial service/mutual fund knowledge or experience is a definite asset.
  • Excellent verbal and written communication skills.
  • Ability to work with minimal supervision.
  • The ability to handle multiple tasks and demands while maintaining our day-to-day service commitments to our customers.
  • High school diploma or GED required.
  • Post-secondary education is an asset.

Please note that this role provides a base salary of up to $40,000 CAD, dependent upon the qualifications, skills, and experience of the selected candidate. An appropriate salary will be determined upon the final selection process.

Work Environment

As a full-time employee, compliance with our workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least three days a week, with two days working outside an OppenheimerFunds Distributor, Inc. office.

What's in it for you?

Our people are at the very core of our success, and we strive to provide employees with a competitive total rewards package, including:

  • Hybrid working environment.
  • RRSP Contributions.
  • Health & Wellness Benefits.
  • Work flexibility Programs.
  • Parental Leave Benefits.
  • Study Support.

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.

OppenheimerFunds Distributor, Inc. is committed to fair and accessible employment practices. If selected for an interview, we will work with you to ensure that your interview is accessible and accommodation is provided. Please contact us at or 1.800.874.6275 to let us know if you require accommodation for an interview due to a disability.

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