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Senior Client Service Representative

1 month ago

Toronto, Ontario, Canada AGF Investments Full time

About the Role:

AGF Investments is seeking an experienced Senior Client Service Representative to provide exceptional customer service to Financial Advisors and Investors. This role offers an exciting opportunity to take your career to the next level and be a champion of delivering first-class customer service.

By connecting, caring, and providing an exceptional end-to-end client experience, the AGF Client Services team plays a vital role in ensuring our investors succeed. Our team is looking for experienced and dynamic individuals who can help us achieve our mandate.

Your Responsibilities

  • Be the primary contact for advisors/investors to provide insight/solutions for account, transactional, procedural and product queries, primarily over the phone, in accordance to established Service Level Standards
  • Resolve customer requests that you are accountable for and interface with other parts of the organization, as needed
  • Maintain a high level of professionalism with clients and work to establish a positive rapport with every caller
  • Be able to work rotating shifts, between 8 AM and 8 PM, Monday to Friday
  • Maintain up to date knowledge on AGF products, services, policies, and procedures to provide accurate and complete information to advisors/investors
  • Actively participate in building a supportive team environment that fosters positivity and engagement

Your Qualifications:

  • Post-secondary education and preferably completed the Canadian Securities Course and/or applicable IFIC courses
  • A passion for delivering great customer service and desire to be part of a team that succeeds and be willing to do your part to ensure that success
  • 1 to 3 years of experience in a contact centre role, with a financial services company or fund company that distributes via financial advisors or with a fund company service provider
  • Excellent communication skills, listening and written skills combined with a genuine desire to serve the customer
  • Be a self-starter that leverages opportunities to improve your skills and capabilities that you can utilize to build your personal brand
  • You can easily navigate between different computer applications and multi-task, while having a great conversation with customers
  • You can problem solve and work well under pressure