Customer Service Representative, Call Centre, Dynamic (Montreal, QC) 6 month contract

Scotiabank; Montreal (administrative region); On-site; CAD 22,000 - 30,000; Part time

Job summary

Scotiabank's Dynamic Funds unit in Montreal seeks a Customer Service Representative for a 6-month contract. This role handles inbound customer inquiries, supports Advisors and Associates, and collaborates across Dynamic Centres of Excellence to resolve issues related to accounts and transactions.

The ideal candidate will have a finance-related university degree, familiarity with MS Office and industry databases (iFast), and may have CSC/IFIC certification.

Qualifications

• Excellent customer service and communication skills in English and French.
• Strong organizational and analytical abilities.
• Ability to listen, understand and handle inquiries and issues promptly.

Responsibilities

• Interact with customers via phone to provide effective service for Dynamic products and services.
• Collaborate with team members and act as a liaison between clients and Dynamic Centres of Excellence.
• Analyze accounts, determine follow-up, and respond to customer needs.
• Aim to surpass daily performance standards in an inbound call-center setting.
• Maintain familiarity with department policies and procedures and work on special projects.

Skills

Customer service

Communication skills

Bilingual English/French

Time management

Analytical skills

Education

University degree in Finance or related studies

IFIC/CSC certification (asset)

Tools

MS Office

iFast

Job description

Title: Customer Service Representative, Call Centre, Dynamic (Montreal, QC) 6 month contract

Requisition ID: 274976

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 Canada's 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 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 sales. In short, our people are truly empowered, experienced, and Dynamic. We’ve 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 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? – We’d 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.

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.