Customer Service Representative

iA Financial Group; Quebec; Hybrid; CAD 40,000 - 60,000; Full time

Job summary

Join a dynamic and customer-focused team at a prominent financial services company! In this full-time position, you'll provide exceptional customer service and support to clients across Canada. With a focus on communication and problem-solving, you'll engage with customers through various channels, ensuring their needs are met effectively. This role offers extensive training, a supportive team environment, and opportunities for professional growth. Embrace the chance to make a difference while working for a company that values diversity and inclusion, and invest in your talent with a firm that has a rich history of innovation and trust.

Qualifications

• 2 years' relevant customer service experience required.
• Advanced English communication skills necessary for customer interactions.

Responsibilities

• Provide information via phone and email to customers across Canada.
• Handle incoming calls regarding product information and administrative policies.
• Analyze cases and complaints while following guidelines.

Skills

Customer Service

Communication

Problem Solving

English Proficiency

Education

DEC in Administration

Job description

Other Possible Location(s):

Montreal, Quebec

Job category:

Customer Service and Administrative Support

Call center / hybrid / Quebec City, Montreal / Permanent, full-time / Target start date June 02, 2025

Are you passionate about customer service and want to work in a dynamic company? Are you customer-focused? Look no further, we want to meet you!

Our Individual Savings & Retirement team is looking for Customer Service Agents! In this permanent position, you'll be part of a large team with a human dimension, as well as having access to a coach and trainer.

After receiving extensive training, you'll be able to:

• Provide information by telephone and e-mail to our customers and partner advisors across Canada.
• Answer incoming calls concerning information on the different products and types of recordings offered by the company, as well as information on administrative policies and procedures applicable during the term of the contract.
• Make outgoing calls to our customers and partners to support them in the processing of requests relating to the issuance and filing of contracts, withdrawals or transfers, as well as modifications to existing contracts.
• Analyze cases and complaints, working in solution mode while respecting existing guidelines.
• Actively participate in the development and improvement of work procedures.

Profile sought

DEC in administration or related field

2 years' relevant customer service experience

Advanced knowledge of the English language, as the person will be required to communicate with unilingual English-speaking customers and partners in order to provide product information, follow up on requests and process transactions on a daily basis.

Invest in your talent by joining our team

See why so many people choose iA!

Company Overview

iA Financial Group is the strength of a company with a human side, with its over 10,000 employees. Together, we have earned the trust of our more than five million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $235 billion in assets, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 130 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

Our commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, write to us. Someone from our team will be happy to assist you.