Financial Service Representative

3 weeks ago

Toronto, Ontario, Canada Scotiabank Full time
Job Summary

We are seeking a skilled Financial Service Representative to join our team in the Trading and Investment Support division. This is a part-time position, requiring 18.75 hours of work per week.

About the Role

In this role, you will be the primary point of contact for Scotia iTRADE clients through our inbound Contact Centre via email and chat communication channels. You will provide prompt, accurate, and professional service while ensuring that email and click-to-chat quality standards are met.

Main Responsibilities
  • Resolve client inquiries efficiently and effectively by responding independently to email and chat inquiries, processing client requests, and accurately documenting follow-up or escalation.
  • Adhere to schedules to ensure prompt client service and response time, participating actively in queue maintenance through efficient call response times and prioritization of workload.
  • Correct problems using discretion, within approved authority limits, and escalate to Manager when required.
  • Act as a liaison coordinating with various areas to fully satisfy client issues in a timely fashion.
Required Skills and Qualifications

To succeed in this role, you will require:

  • A post-secondary education in Commerce, Business, or Financial Planning.
  • Strong attention to detail and ability to recognize risk to the firm.
  • Ability to set and achieve goals, and work independently.
  • Strong communication / interpersonal skills.
  • Ability to learn new tasks quickly and accurately.
  • Excellent time management skills with the ability to prioritize workloads to ensure optimum telephone coverage and adherence to established service standards.
Benefits

This role offers:

  • A competitive salary of $60,000 - $80,000 per year, depending on experience.
  • A dynamic and inclusive work environment.
  • Ongoing training and development opportunities.
About Scotiabank

Scotiabank is a leading financial institution committed to helping its clients achieve their financial goals. We offer a wide range of financial products and services to individuals, businesses, and institutions around the world.

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