Specialist, Customer Relations Centre - Dynamic Funds (6 month contract) Montreal, QC

Scotiabank; Montreal; On-site; CAD 45,000 - 60,000; Part time

Job summary

A leading financial institution in Montreal is seeking a Specialist for the Customer Relations Centre. In this role, you will provide exceptional customer service, primarily through phone interactions, assisting clients with inquiries regarding products and services. Candidates should possess a university degree in finance and strong communication skills in both English and French. This position is ideal for someone who is organized, analytical, and customer-focused.

Qualifications

• University degree in Finance or related studies is a strong asset.
• Knowledge of MS Office and industry databases (i.e. iFast).
• CSC/IFIC certification is a definite asset.

Responsibilities

• Interact with customers via phone to provide effective customer service.
• Collaborate with team and act as a liaison between clients.
• Analyze accounts and respond to customer needs.
• Strive to exceed performance standards in an inbound call-center.
• Maintain familiarity with policies and procedures.

Skills

Excellent customer service and communication skills in English and French

Ability to work independently and cooperatively as a team

Strong organizational and analytical skills

Good problem-solving skills

Education

University degree in Finance or related studies

CSC/IFIC certification

Tools

MS Office

Industry databases (i.e. iFast)

Job description

Title: Specialist, Customer Relations Centre - Dynamic Funds (6 month contract) Montreal, QC

Requisition ID: 237296

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 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 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 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? – 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.

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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.