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Financial Services Representative
2 weeks ago
CI Financial is an independent company offering global wealth management and asset management advisory services through a diverse group of financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees that have a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile, thrive at CI.
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged to do so.
APERÇU DU POSTE
Représentant le front de la société, ces personnes projettent une excellente image de la société en fournissant un service rapide, professionnel, précis et courtois lorsqu’elles interagissent avec les parties prenantes par le biais d’appels téléphoniques entrants.
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.
AVIS IMPORTANT SUR L’OBLIGATION DE FORMATION À PLEIN TEMPS
Il s’agit d’un poste à temps partiel offrant une excellente flexibilité personnelle. Toutefois, les personnes devront être disponibles à temps plein de 9 h à 17 h, heure de l’Est (du lundi au vendredi) pendant le programme de formation initial de six semaines, qui débutera à la date d’entrée en fonction. Une fois la formation terminée avec succès, les personnes changeront d’horaire et travailleront entre 0 et 20 heures par semaine, avec un objectif d’environ 15 heures par semaine. Il convient toutefois de noter que les heures ne sont pas garanties et qu’elles peuvent également fluctuer d’une semaine à l’autre, avec plus d’heures pendant les périodes de forte affluence et moins d’heures pendant les périodes creuses. Les quarts de travail seront fixés à l’avance, en fonction de la disponibilité des personnes et des besoins de la société, et seront attribués entre 8 h et 20 h, heure de l’Est, du lundi au vendredi.
RESPONSABILITÉS PRINCIPALES
- Fournir un service précis, courtois et rapide aux demandes de renseignements des clients par téléphone, par courriel et par clavardage provenant de diverses parties intéressées et portant sur les produits, les politiques et les procédures, et/ou les questions relatives aux comptes
- S’assurer que l’expérience du client est positive en fournissant un service client de haute qualité tant aux nouveaux clients qu’aux clients existants
- Enquêter et faire des recherches sur les problèmes liés aux comptes et déterminer les mesures appropriées à prendre pour résoudre ces problèmes
- S’assurer que les suivis sont résolus en temps voulu et que tous les accords de niveau de service sont respectés
- Assurer la liaison avec les unités commerciales internes et externes afin de traiter et/ou de compléter efficacement la demande
- Aider aux projets et tâches spéciaux assignés par la direction
COMPÉTENCES REQUISES
- Compétences exceptionnelles en matière de communication verbale et écrite
- Excellentes compétences organisationnelles et interpersonnelles
- Solides capacités analytiques et de résolution de problèmes
- Motivé, proactif, et indépendant dans la résolution des problèmes
- Sens aigu des affaires avec de solides compétences analytiques et une réflexion conceptuelle
- Capacité à s’épanouir dans un environnement où le rythme est soutenu
- Une expérience préalable dans le secteur des fonds communs de placement et/ou dans un rôle de service à la clientèle est considérée comme un atout
- Études postsecondaires
- Réussir le cours sur les fonds de l’IFIC ou le CSC, ou s’y inscrire, est considéré comme un atout
CONDITIONS DE TRAVAIL
- Environnement de travail à domicile
- Horaires de travail : 15 à 20 heures par semaine, du lundi au vendredi.
CE QUE NOUS VOUS OFFRONS
Notre engagement envers l’Expérience des employés de CI vise à soutenir, à habiliter et à inspirer notre équipe talentueuse par les moyens suivants:
- Reconnaissance et rémunération
- Formation et perfectionnement
- Santé et bien-être
- Communication et rétroactions
IMPORTANT NOTICE ABOUT FULL TIME TRAINING REQUIREMENT
This will be a part-time position offering excellent personal flexibility, however, individuals will n
