Financial Services Representative

6 days ago

Toronto, Canada CI Financial Full time

**ABOUT US**

**POSITION**: Financial Services Representative
**LOCATION**: Toronto, ON (M5J 0A3)
**STATUS**: Full-time

**JOB OVERVIEW**

Acting as the front-line of the company, these individuals project an excellent image of the company through providing timely, professional, accurate and courteous service when interacting with stakeholders via inbound phone calls.

**WHAT YOU WILL DO**
- Ensure a positive client experience is delivered by providing high quality customer service to new and existing clients
- Investigate and research account-related issues and determine the appropriate actions that need to be taken to achieve resolution to such issues
- Ensure that follow-ups are resolved within a timely manner and all service level agreements are met
- Liaise with internal and external business units to effectively process and/or complete the request
- Assist with special projects/tasks as assigned by management

**WHAT YOU WILL BRING**
- Fluent in English (verbal and written)
- Fluency in French is considered an asset
- Exceptional verbal and written communication skills
- Excellent organizational and interpersonal skills
- Strong analytical and problem solving abilities
- Self-motivated, proactive, independent in solving problems
- Strong business acumen with solid analytical skills and conceptual thinking
- Ability to thrive in a fast-paced environment
- Previous experience in the Mutual Fund industry and/or customer service role is considered an asset
- Post-secondary education
- Completion of, or enrollment in, the IFIC Funds course or the CSC, considered an asset

**WORKING CONDITIONS**
- Routine office environment
- Overtime as required

**WHAT YOU CAN EXPECT FROM US**

Our dedication to the Employee Experience at CI is aimed at supporting, empowering and inspiring our talented team through:

- Recognition & Compensation
- Training & Development
- Health & Well-being
- Communication & Feedback

If you are a passionate, committed and dynamic individual, please submit your resume in confidence by clicking “**Apply**”.

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