GIC Customer Service Representative

2 weeks ago

montréal westmount, Canada Rothenberg Wealth Management Full time

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Company Description

For over 40 years, Rothenberg Wealth Management has been one of Canada's leading independent financial services brokers providing financial advice and solutions to thousands of individuals across the country. Rothenberg means local expertise, national presence, and international resources to give you access to the most diverse range of investment products in the marketplace. Being independent allows us to give unbiased recommendations as your financial well-being is our paramount concern and our primary goal is to help you achieve your long-term objectives and dreams.


Role Description

This is a full-time on-site role for a GIC Customer Service Representative at Rothenberg Wealth Management located in Westmount, QC. As a GIC Customer Service Representative, you will be responsible for providing exceptional customer service to clients, assisting with their inquiries and requests related to Guaranteed Investment Certificates (GICs), and ensuring their satisfaction. You will also collaborate with the sales team and other departments to provide support and resolve customer issues in a timely and professional manner.


Qualifications

  • Excellent communication and interpersonal skills
  • Strong problem-solving and decision-making abilities
  • Attention to detail and accuracy in handling customer information
  • Ability to work effectively in a fast-paced and dynamic environment
  • Proficiency in Microsoft Office Suite
  • Prior customer service experience is an asset
  • Knowledge of financial products, specifically GICs, is a plus
  • Bilingual proficiency in English and French is preferred
  • Must replace receptionist during lunch and vacation days

"

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