Client Services Expert

1 week ago


Toronto, Ontario, Canada AGF Investments Full time

About the Role:

At AGF, we seek a skilled Senior Bilingual Client Service Representative who is passionate about delivering exceptional customer experiences. As a key member of our Client Services team, you will play a vital role in ensuring our investors succeed.

We are looking for an experienced professional with a strong background in financial services who can provide expert guidance and support to Financial Advisors and Investors. If you have a passion for investments and enjoy providing top-notch customer service, we want to hear from you.

Your Responsibilities:

  • Be the primary point of contact for advisors/investors, providing insight/solutions for account, transactional, procedural and product queries
  • Resolve customer requests 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 interaction
  • Work rotating shifts, between 8 AM and 8 PM, Monday to Friday
  • Maintain up-to-date knowledge on AGF products, services, policies, and procedures
  • 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 a desire to be part of a team that succeeds
  • 3+ years of experience in a contact centre role, with a financial services company or fund company that distributes via financial advisors
  • Excellent communication skills, listening and written skills combined with a genuine desire to serve the customer
  • Ability to navigate between different computer applications and multi-task
  • Problem-solving skills and ability to work well under pressure


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