Client Service Representative

Job title:

Client Service Representative

Company

Robertson & Company

Job description

Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.Introduction: Prime Hires is seeking a skilled Client Service Representative to join our client.Contract Dates: 4 months with potential to extend or convert
Pay Rate: $24 per hour
Business Hours: Monday to Friday (Hybrid)Job Responsibilities:

• Action and record not in good order (NIGO) documentation provided by advisors
• Maintain a consistent and superior client experience
• Respond to and service inbound calls and emails initiated by our clients to achieve mutually satisfactory solution while complying with policies, practices, and procedures
• Initiate outbound calls to advisors that require clarification when requests are not in good order
• Investigate, research, and resolve account issues with thorough follow-up as the situation requires
• Identify opportunities for the sales team through client referrals and sentiment
• Continuously promote methods to improve quality service delivery
• Contribute to qualitative & quantitative measurements of success
• Superior interpersonal and communication skills
• Strong financial market knowledge
• Consistent adherence to established audit and compliance guidelines

Experience & Qualification Requirements:

• Mutual Funds and investments – 1 year (internship/co-op) in Canadian banking environment
• CSC/IFIC Canadian Investment Funds Course Completed
• Minimum of 1+ years in client service and/or industry related experience
• Familiarity with MS Word, Excel, and other Windows based PC applications
• Tech savvy – quick learner who can pick up on new internal systems
• Nice to have Bilingual (French/English)

Personal Attributes:

• Organizational and Planning Skills: Effective prioritization and task management
• Communication Skills: Strong oral and written abilities
• Adaptability and Flexibility: Thriving in fast-paced environments and managing high workloads with conflicting deadlines
• Analytical Thinking and Initiative: Quick learning, proactive problem-solving, and taking ownership of issues

****ALL CANDIDATES MUST COMPLETE A CRIMINAL AND CREDIT CHECK AS PART OF THE APPLICATION PROCESS****How to Apply: If you are a motivated professional looking to contribute to a leading team, please submit your resume outlining your qualifications and experience relevant to this role. Prime Hires & the clients we represent, value diversity and are committed to creating an inclusive workplace. We invite all qualified individuals to apply.Prime Hires & the clients we represent are equal opportunity employers, committed to diversity and inclusion. Prime Hires is a certified diverse supplier and actively seeks to foster a representative and inclusive workforce. We welcome applications from all qualified individuals, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal status, or any other legally protected factors. We champion building a diverse and inclusive environment.

Expected salary

$24 per hour

Location

Toronto, ON

Job date

Thu, 07 Nov 2024 05:34:30 GMT

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