Customer Service Representative, Call Centre (6 month contract), Dynamic Funds Montreal, QC
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Job Location:
Monthly Salary:
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Requisition ID: 254521
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 Canadas 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
Dynamic Funds is a Canadian success story built on non-negotiable beliefs that drive everything we do. We attract top candidates because our culture allows us to be active (not reactive) results-oriented and passionate about short our people are truly empowered experienced and Dynamic. Weve built a foundation whereby different perspectives ideas and backgrounds continue to help us grow the business.
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 (strongasset)
- Knowledge of MS Office andindustry 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 Wed 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 addition to French the successful candidate must also have sufficient knowledge of English as the work involves interacting and collaborating regularly with groups and individuals based in Toronto as well as constantly interacting with other people including clients who speak English locally and elsewhere.
Location(s): Canada : Quebec : Montreal
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. Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment and selection process please let us know. We will work with you to provide as seamless a recruitment experience as possible.
Required Experience:
Unclear Seniority
Key Skills
- Typing
- Data Entry
- Customer Service
- Basic Math
- Computer Skills
- Windows
- Banking
- Upselling
- Pricing
- Sanitation
- Cash Handling
- Stocking
About Company
Scotiabank is one of the leading foreign banks serving large national and multinational corporations in the U.S. through its Global Banking and Markets, Global Transaction Banking and Wealth Management business lines.
