Customer Service Representative

2 weeks ago

Waterloo, Ontario, Canada CB Canada Full time
Customer Service Representative - French

CB Canada is seeking a highly skilled and bilingual Customer Service Representative to join our team. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients, handling financial and non-financial transactions, and ensuring that all tasks are completed accurately and within service standards.

Key Responsibilities:
  • Handle advisor and client calls for Nominee Name or Client Name platform
  • Process transactions, including financial trades and transfer requests within service standards
  • Communicate with peers and fund companies via phone and email
  • Complete all work with a high attention to detail and accuracy
  • Follow up on external transfers to expedite the transfer of client's funds
  • Provide just-in-time support for market-based trades that have rejected or require review by the 4 PM deadline
  • Work with Data Integrity team to resolve any Nominee reconciliation issues
  • Resolve exceptions generated from the daily Transaction Reconciliation and the monthly Account Reconciliation against fund company data
  • Process of taxation slips/receipts using Customer Service Workbench
  • Ensure that correct information is reported to clients on their tax slips and reported to Canada Revenue Agency and Revenue Québec
  • Respond to tax related inquiries from clients, advisors, business partners and working with Tax team to resolve any related escalations or issues
  • Process corrections and complete Letter of Indemnity for fund companies
Requirements:
  • Knowledge of the mutual fund industry including MFDA (mutual fund dealer association) dealer accountabilities
  • Experience with Excel spreadsheets
  • Knowledge of CSW (customer service workbench)
  • Knowledge of FundServ and Univeris applications
  • Call centre experience
  • Bilingual (French/English)
  • University/College diploma is an asset
  • IFIC Operations course or CSC Designation
  • Proficient knowledge of the Dealer Operations' products and processes
  • Excellent customer service skills
Preferred Skills:
  • Excellent problem-solving and decision-making skills along with Strong attention to detail
  • Self-motivated, self-directed, able to work independently
  • Mathematical aptitude
  • Ability to work in a face paced environment with a sense of urgency

This is a 4-month initial contract, likely extension beyond. If you are a motivated and detail-oriented individual with excellent communication skills, we encourage you to apply for this exciting opportunity.

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