Bilingual Client Sales
6 days ago
Health & wellbeing resources and programs
Paid vacation, personal, and sick days for work-life balance
Competitive compensation and benefits packages
Work-life balance in a hybrid environment with at least 3 days in office
Career growth and development opportunities
Opportunities to contribute to community causes
Work with diverse team members in an inclusive and collaborative environment
We're looking for our next Bilingual Client Sales & Services Specialist (English/Mandarin). Could It Be You?
The Bilingual Client Sales & Services Specialist is responsible for addressing a wide range of client inquiries related to their existing and new Questrade accounts. This includes resolving account and transaction issues, providing in-depth product knowledge, delivering technical support, and efficiently triaging complex matters. They also proactively contact clients to address account issues or provide follow-up. This role requires flexibility to work rotating shifts, including early mornings, evenings, and weekends, with potential for overtime.
Need more details? Keep reading…
In this role, responsibilities include but are not limited to:
Client Interaction Management:
Manage client interactions efficiently and effectively, from initial contact to resolution, across multiple channels (phone, email, chat, in-person)
Create service tasks and accurately record, sort and track problems and the resolution steps taken
Problem Resolution and Support:
Consult internal knowledge bases and resources to resolve client issues
Reproduce and troubleshoot technical issues for Questrade products, including issues with connectivity, trade routing or order flow
Quickly identify hardware, operating system and networking issues during client interactions
Identify and escalate complex issues and potential problems in a timely manner
Proactively contact clients to resolve account issues or provide follow-up
Product and Service Expertise:
Become a subject matter expert for Questrade products, services, policies, and procedures
Educate and support clients on Questrade's various trading platforms
Help update knowledge base by identifying and reporting issues
Present value-added solutions, including products, tools, and resources, to meet client needs
Continuous Improvement and Development:
Assist newer staff members in building their knowledge, productivity and quality skills
Provide regular reporting on client interaction trends and identify opportunities for improvement
Participate in 1:1 coaching, team meetings, and professional development workshops
Keep up to date on all changes to Questrade products and services
So are YOU our next Bilingual Client Sales & Services Specialist (English/Mandarin)? You are if you…
Strong written and verbal communication skills
Fully bilingual in English and French / Mandarin
Post-secondary degree/diploma
6 months-1 year related work experience
Flexibility to work rotating shifts, including evenings and weekends
Completion of Canadian Securities Course (CSC) is an asset
Professional Development Recommendations:
Canadian Securities Course (CSC)
Conduct and Practices Handbook Course (CPH)
Derivatives Fundamentals and Options Licensing Course (DFOL)
Additional kudos if you…
A customer first sales professional who is passionate about providing outstanding service while achieving sales results.
Exceptional communication and interpersonal skills, with the ability to actively listen and empathize.
Strong problem solving skills and a proactive mindset to meet customer needs in real time.
Outstanding organizational skills to handle multiple interactions, manage sales pipelines and identify new opportunities to support clients.
Compensation Information:
Base salary range: $45,000 (Mandarin)
The final compensation package will be commensurated with the successful candidate's experience, skills, and geographic location (Canada). It includes a comprehensive benefits plan and a competitive incentive (bonus) program for Full-Time Permanent roles.
Sounds like you? Click below to apply
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