Bilingual Client Service Representative

3 days ago

Ottawa, Ontario, Canada MD Financial Management | Gestion financière MD Full time

Requisition ID: 242359

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

MD Financial Management Inc, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Client Service Representative to join our team.

As a Client Service Representative, you will be responsible for responding to and providing timely and efficient resolutions to client telephone, email, and online chat inquiries, in both official languages. Your role will also involve facilitating online registration, password resets and account deactivation, ensuring strict adherence to both MD security protocols and client confidentiality.

Is this role right for you? In this role you will:

Be accountable for delivering a superior client experience through building trusted relationships and collaborating with peers across the organization

You will lead the identification and troubleshooting of web issues that require advanced technical support

You will contribute to the overall success of the Client Services team through the achievement of departmental goals, policy, and procedure compliance, and by meeting or exceeding service level agreements

The Must Haves:

Bilingual (French/English) is required

Front-line experience within a contact center environment, preferably in the financial services industry

Completion of the Canadian Securities Course (CSC) is considered an asset

Sales experience within the financial services industry

Do you have the skills that will enable you to succeed in this role? – We'd love to work with you if you have:

A commitment to an exceptional client experience – using your ability to understand the client's perspective quickly and clearly by providing timely and tailored solutions.

A sense of urgency – what is important to the client is equally important to you. You make getting things done a priority.

Unparalleled attention to detail – an understanding of the importance of efficiency and accuracy to overall client satisfaction.

The flexibility to work independently and as part of a broader team.

An ability to embrace change- thriving in a diverse environment of ever-changing priorities.

A dedication to ongoing learning – not only related specifically to your role, but also other concerns that may impact your client.

Location(s): Canada : Ontario : Ottawa

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

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