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

Scotiabank; Montreal; On-site; CAD 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a customer service representative to join their dynamic team. This role involves interacting with clients, providing top-notch service, and resolving inquiries related to investment products. The ideal candidate will possess strong analytical and organizational skills, along with the ability to communicate effectively in both English and French. Join a company that values diversity and is committed to creating an inclusive environment, where your contributions will help shape the future of wealth management. If you're ready to make a difference and thrive in a collaborative setting, this opportunity is for you.

Qualifications

• University degree in Finance or related studies is a strong asset.
• Excellent organizational and analytical skills are essential.

Responsibilities

• Provide effective customer service via phone for inquiries on products.
• Collaborate with team members and act as a liaison for clients.

Skills

Excellent customer service skills

Analytical skills

Problem-solving skills

Time management skills

Communication skills in English and 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.

Is this role right for you? In this role you will:

1. 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.
2. Collaborate with members of the team and act as a liaison between clients and other Dynamic Centres of Excellence.
3. Analyze accounts, determine, and initiate appropriate follow-up and respond to customers’ needs.
4. Strive to exceed qualitative and quantitative performance standards set by the department daily in an inbound call-center environment.
5. Maintain familiarity with policies and procedures of the department and the Centres of Excellence.
6. Work on special projects as required.

Experience & Education:

1. University degree in Finance or related studies (strong asset).
2. Knowledge of MS Office and industry databases (i.e. iFast).
3. 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:

1. Ability to work independently and cooperatively as a team.
2. Ability to listen, understand and handle customer inquiries, problems, or complaints in a timely manner.
3. Excellent organizational and analytical skills.
4. Good problem-solving, flexibility, change management and time management skills.
5. 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.

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.