Job Description
Required Skills & Experience:
Client Service Experience (any industry)
Fluent in English
Fluent in French
Good Communications
Demonstrated interest in a client service-oriented role
Nice to Have Skills & Experience:
Financial Institution experience
Business Education background
Looking to complete or have completed CSC
Inbound Contact Center Experience
Interest in sales / banking
Job Description
Day to Day:
- Handling a mix of inbound client service calls and email inquiries (may vary based on business needs)
- Provide support to financial advisors and clients, ensuring a high level of service
- Follow up on incomplete or incorrect trade/order submissions
- Reach out to advisors to gather missing information and ensure timely resubmission
- Manage and respond to client and advisor communications via ph...
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