Specialist, Customer Relations Centre - Dynamic Funds, Montreal, QC

Scotiabank; Montreal; On-site; CAD 40,000 - 60,000; Full time

Job summary

A leading financial services firm in Montreal is looking for a Customer Service Representative to provide effective support and solutions to customers. Candidates should have a degree in Finance or related field, strong analytical skills, and be bilingual in English and French. This is an opportunity to excel in a dynamic and inclusive environment, working flexible hours in a call-center setting.

Benefits

Inclusive work environment

Opportunities for career advancement

Accommodations for recruitment process if needed

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 members and act as a liaison between clients and centres.
• Analyze accounts and respond to customers’ needs.
• Exceed qualitative and quantitative performance standards.
• Maintain familiarity with policies and procedures.
• Work on special projects as required.

Skills

Customer service

Analytical skills

Problem-solving

Flexibility

Time management

Communication in English

Communication in French

Education

University degree in Finance or related studies

CSC/IFIC certification

Tools

MS Office

iFast

Job description

Requisition ID: 222858

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 accordance with the language needs assessment conducted by Scotiabank, the selected individual must be able to communicate in English, in addition to French, as they will closely collaborate with other corporate groups primarily working in English."

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Location(s): Canada : Quebec : Montreal

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.