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Customer Service Professional with Financial Knowledge
1 month ago
At OppenheimerFunds Distributor, Inc., we are committed to delivering exceptional service to our clients. We are seeking a highly motivated and professional individual to join our team as a Client Services Representative.
About the RoleThis is a full-time position that involves working in a fast-paced environment, providing accurate and timely service to both internal and external customers. As a Client Services Representative, you will be responsible for handling inbound calls, establishing and building rapport with customers, and applying internal policies and procedures to resolve customer needs.
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 and 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.
- 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.
- A competitive base salary of up to $40,000 CAD, dependent upon qualifications, skills, and experience.
- A hybrid working environment.
- RRSP contributions.
- Health and wellness benefits.
- Work flexibility programs.
- Parental leave benefits.
- Study support.
Please note that this role provides a comprehensive total rewards package designed to attract and retain top talent. If selected for an interview, we will work with you to ensure that your interview is accessible and accommodations are provided.
