Senior Client Service Representative

AGF; Toronto; Hybrid; CAD 50,000 - 70,000; Full time

Job summary

A leading asset management firm is seeking a Senior Client Service Representative in Toronto. This role involves providing exceptional service to financial advisors and investors. You will work remotely up to 4 days a week, with a focus on delivering insights and solutions for client queries. Join a collaborative team dedicated to success and professional growth.

Qualifications

• 3+ years of experience in a contact centre role in financial services.
• Excellent communication and listening skills.

Responsibilities

• Primary contact for advisors/investors for queries.
• Maintain knowledge of AGF products and services.
• Work rotating shifts from 8 AM to 8 PM.

Skills

Customer Service

Communication

Problem Solving

Education

Post-secondary education

Canadian Securities Course

Job description

About AGF:

Founded in 1957, AGF Management Limited (AGF) is an independent and globally diverse asset management firm. Our companies deliver excellence in investing in the public and private markets through three distinct business lines: AGF Investments, AGF Capital Partners and AGF Private Wealth. AGF brings a disciplined approach, focused on incorporating sound, responsible and sustainable corporate practices. The firm’s collective investment expertise , driven by its fundamental, quantitative and private investing capabilities, extends globally to a wide range of clients, from financial advisors and their clients to high-net worth and institutional investors including pension plans, corporate plans, sovereign wealth funds, endowments and foundations.

About the Role :

AGF is looking for experienced Senior Client Service Representatives who have a passion for investments and genuinely enjoy providing exceptional customer service to Financial Advisors and Investors. This is an exciting opportunity to take your career to the next level and be a champion delivering first-class customer service.

By connecting, caring, and providing an exceptional end-to-end client experience, the AGF Client Services team plays an integral role in ensuring our investors succeed. Our team is looking for experienced and dynamic individuals that can help us achieve our mandate. You can expect a supportive and collaborative environment where we develop and promote talent and always strive to succeed.

You will work remotely up to 4 days per week and work out of our downtown Toronto corporate office a minimum of 1 day per week. This position has a target start date of August 12 th , 2025.

Your Responsibilities :

• Be the primary contact for advisors/investors to provide insight/solutions for account, transactional, procedural and product queries, primarily over the phone, in accordance to established Service Level Standards

• Resolve customer requests that you are accountable for and interface with other parts of the organization, as needed

• Maintain a high level of professionalism with clients and work to establish a positive rapport with every caller

• Be able to work rotating shifts, between 8 AM and 8 PM, Monday to Friday

• Maintain up to date knowledge on AGF products, services, policies, and procedures to provide accurate and complete information to advisors/investors

• Actively participate in building a supportive team environment that fosters positivity and engagement

Your Qualifications :

• Post-secondary education and preferably completed the Canadian Securities Course and/or applicable IFIC courses

• A passion for delivering great customer service and desire to be part of a team that succeeds and be willing to do your part to ensure that success

• 3+ years of experience in a contact centre role, with a financial services company or fund company that distributes via financial advisors or with a fund company service provider

• Excellent communication skills, listening and written skills combined with a genuine desire to serve the customer

• Be a self-starter that leverages opportunities to improve your skills and capabilities that you can utilize to build your personal brand

• You can easily navigate between different computer applications and multi-task, while having a great conversation with customers

• You can problem solve and work well under pressure

#INDS

No unsolicited agency referrals please.

AGF is an equal opportunity employer. AGF welcomes and encourages applications from people with disabilities. Accommodations are available on request in all aspects of our recruitment and selection process. It is the Company's policy to recruit and select applicants for employment solely on the basis of their qualifications, with emphasis on selecting the best qualified person for the job. AGF does not discriminate against applicants based on race, color, religion, sex, national origin, or disability or any other status or condition protected by applicable legislation.

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