Spécialiste au service à la clientèle

iA Financial Group; Quebec; Remote; CAD 40,000 - 55,000; Full time

Job summary

A leading financial services provider in Canada is seeking a dedicated individual to enhance customer experiences as a first point of contact for advisors. This remote position requires proficiency in both English and French, along with strong customer service and analytical skills to resolve issues and provide exceptional support.

Qualifications

• 2-3 years of experience in customer service required.
• Advanced knowledge of English and French for communication.
• Motivation to learn new processes and adapt to change.

Responsibilities

• Answer calls and emails efficiently and professionally.
• Log calls and emails in JIRA and participate in management meetings.
• Follow up on pending requests and report outstanding issues.

Skills

Customer Service

Bilingual (English and French)

Analytical Skills

Organizational Skills

Adaptability

Education

IFIC Operations course

Tools

JIRA

Job description

Job Description

The candidate understands that the success of our organization depends on the customer experience.

The individual keeps the customer experience in mind to ensure peace of mind for our advisors and clients.

Under the responsibility of the Advisor Relations Supervisor, the candidate will be the first point of contact for advisors to effectively resolve issues and provide guidance and support. The individual is an expert in delivering optimal service.

This is a strong team player, responsible and reliable. This is a remote position.

Reporting to the Advisor Relations Manager, you will be required to:

• Answer calls efficiently and professionally; active listening is essential;

• Provide accurate and detailed answers to questions asked over the phone;

• Respond to emails promptly, accurately, and professionally;

• Follow up on pending requests;

• Quickly report outstanding issues to the manager;

• Make each interaction memorable through transparency, reliability, attentiveness, and ingenuity;

• Log calls and emails in JIRA (internal tracking and messaging system);

• Actively participate in daily management meetings for processes and improvements.

Desired profile:

• Ideally 2-3 years of experience in customer service;

• Completed IFIC Operations course, an asset;

• Advanced knowledge of English and French, as the individual will be required to communicate by phone and email with English and French-speaking clients and advisors on a daily basis.

• Excellent analytical and organizational skills;

• Ability to provide optimal service and support to advisors;

• Ability to work in a fast-paced environment;

• Motivation to learn new processes and procedures;

• Ability to quickly adapt to change;

Do you want to positively contribute to the customer experience while gaining experience in the mutual fund industry? Apply here!

Location(s) Québec, Québec Other Possible Location(s) Montreal, Quebec, Toronto, Ontario
Company Investia Financial Services Inc. Posting End Date 2025-06-16 Company Overview

iA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

* iA Financial group includes of the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto Our Commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here . Someone from our team will be happy to assist you with your needs.