Client Services Expert
1 week ago
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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