Client Service Representative

3 days ago

Quebec City, Canada iA Groupe financier iA Financial Group Full time

Customer Service/Work from home/Quebec, Montreal, Toronto/_

This position is temporary for 9 months with a high probability of contract renewal and conversion to a permanent position.

Reporting to the Advisor Relations Supervisor, you will:

- Answer incoming calls in an efficient & professional manner, active listening is essential
- Provide accurate and detailed responses for phone inquiries
- Follow-up on pending requests
- Escalate outstanding issues to Supervisor in a timely fashion
- Ensure every interaction is memorable using the STAR qualities (Seamless, Trustworthy, Attentive, and Resourceful)
- Actively participate in a daily management meeting for process and improvements

Your career path looks like this:

- Ideally 2-3 years of call center/processing experience in the mutual fund industry
- Completion of IFIC Operations course (asset)
- Fluent in both French and English due to frequent interactions with English and French speaking colleagues and partners
- Strong analytical and organization skills
- Must be able to provide optimal service and support to advisors
- Must be able to work in a fast-paced environment
- Eager to learn new process and procedures
- Adapts quickly to change

RSRIA

**Company Overview**:
**About**:
iA Financial Group is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

**Our commitment to Diversity and Inclusion**:
At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please contact us here. Someone from our team will be happy to assist you.

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