Specialist, Customer Relations Centre

1 week ago

Montréal, Canada Scotiabank Full time

**Requisition ID**: 222858 Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto. Dynamic Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing professional investment advice to retail investors. Since then, we have evolved to become one of Canada's most recognized wealth management firms. We offer a comprehensive range of products and services, spanning every major sector, geographic region and investment discipline. Our financial solutions include open and closed-end investment funds, fee-based, tax-advantaged and customized high-net-worth programs **Is this role right for you? In this role you will**: - Interact with customers via phone to provide effective customer service in response to inquiries on Dynamic Funds products and services and assist customers (mainly Advisors and Associates) with resolution of issues regarding accounts and related transactions. - Collaborate with members of the team and act as a liaison between clients and other Dynamic Centres of Excellence - Analyze accounts, determine, and initiate appropriate follow-up and respond to customers’ needs. - Strive to exceed qualitative and quantitative performance standards set by the department daily in an inbound call-center environment. - Maintain familiarity with policies and procedures of the department and the Centres of Excellence. - Work on special projects as required. **Experience & Education**: - University degree in Finance or related studies (strong asset) - Knowledge of MS Office and industry databases (i.e. iFast) - CSC/ IFIC certification is a definite asset. **Do you have the skills that will enable you to succeed in this role? - We’d love to work with you if you have**: - Ability to work independently and cooperatively as a team. - Ability to listen, understand and handle customer inquiries, problems, or complaints in a timely manner. - Excellent organizational and analytical skills. - Good problem-solving, flexibility, change management and time management skills. Excellent customer service and communication skills in English and French. **Hours of operation**: January 1st to April 30th - Monday to Friday 8am-8pm May 1st to December 31st - Monday to Thursday 8am-8pm and Friday 8am-6pm. "In accordance with the language needs assessment conducted by Scotiabank, the selected individual must be able to communicate in English, in addition to French, as they will closely collaborate with other corporate groups primarily working in English." LI-AD1 Location(s): Canada : Quebec : Montreal

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