Customer Service Professional Iii

1 week ago


Halifax, Canada Robertson and Company Full time

Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.

Introduction: Prime Hires is seeking a skilled Customer Service Professional to join our client.

Contract Dates: 6 months with potential to extend or convert
Pay Rate: $21.77 per hour
Business Hours: Monday to Friday (Hybrid)

Job Responsibilities:

- Process transactions (account/investment changes, withdrawals, loans)
- Provide information and insight on retirement accounts the participant may have, typically related retirement plan-specific provisions
- Assist customers with the completion of appropriate forms, explain rejections
- Keep current with company policies, procedures, and processes
- Meet metrics related to customer feedback (surveys), first contact resolution, productivity, accuracy, and reliability
- Recommend client centered resolutions to issues and identify and initiate exceptions within guidelines
- Assisting callers with website and app navigation/registration/account reset

Experience & Qualification Requirements:

- Minimum 3-4 years of previous customer service/ administrative/ call center experience
- Previous experience working in an in - office/hybrid work arrangement
- Previous exposure to being measured against KPIs

Personal Attributes:

- Managing time effectively within a high volume and fast paced work environment, including the ability to work through multiple cases simultaneously in a timely manner
- Aptitude to build positive relationships between customers/company, effectively organize, prioritize and multi-task
- Attention to detail
- Ability to deal with a wide variety of personalities in a professional manner
- Confidence to handle unclear/unfamiliar expectations from customersProblem solving, critical thinking

**_**ALL CANDIDATES MUST COMPLETE A FULL BACKGROUND CHECK AS PART OF THE APPLICATION PROCESS**_**

**How to Apply**: If you are a motivated professional looking to contribute to a leading team, please submit your resume outlining your qualifications and experience relevant to this role. Prime Hires & the clients we represent, value diversity and are committed to creating an inclusive workplace. We invite all qualified individuals to apply.



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