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Financial Services Representative

2 weeks ago

Toronto, Canada CI Financial Full time

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.

ABOUT US

CI Global Asset Management is one of the country’s largest investment fund companies. CI is known for its innovation and ability to adapt quickly to the changing needs of Canadian investors. It provides employees with a fast-paced and challenging work environment with opportunities for advancement. CI is part of CI Financial, a diverse group of financial services firms.

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.

IMPORTANT NOTICE ABOUT FULL TIME TRAINING REQUIREMENT

This will be a part-time position offering excellent personal flexibility, however, individuals will need to be available on a full-time basis from 9 am - 5 pm Eastern Time, (Monday - Friday), during the initial 6-week training program, which will begin on the employment start date. Upon the successful completion of training, individuals will then switch to part-time hours, and will work between 0 and 20 hours per week, with a target of approximately 15 hours per week, however noting, that hours are not guaranteed, and may also fluctuate on a week to week basis with more hours during peak call volume periods, and fewer hours during non-peak call volume periods. Shifts will be scheduled in advance, based on individuals’ availability and business needs, and will be assigned between 8 am and 8 pm Eastern Time, Monday-Friday.

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
- 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
- Fluency in English and French (verbal and written) considered an asset

WORKING CONDITIONS
- Work-from-home environment
- Shift work: 15 - 20 hours per week, Monday - Friday

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

LI-HYBRID

416-364-1145 ext. 4747
.