Description:
Acting as the front-line of the company, these individuals project an excellent image of the company through providing timely, professional, accurate and courteous service when interacting with stakeholders via inbound phone calls.
WHAT YOU WILL DO
- Provide accurate, courteous and timely service to incoming telephone, e-mail and chat customer inquiries from various stakeholders regarding products, policies and procedures, and/or account related inquiries
- Ensure a positive client experience is delivered by providing high quality customer service to new and existing clients
- Investigate and research account-related issues and determine the appropriate actions that need to be taken to achieve resolution to such issues
- Ensure that follow-ups are resolved within a timely manner and all service level agreements are met
- Liaise with internal and external business units to effectively process and/or complete the request
- Assist with special projects/tasks as assigned by management
WHAT YOU WILL BRING
- Fluency in English (verbal and written)
- Fluency in French is considered an asset
- Exceptional verbal and written communication skills
- Excellent organizational and interpersonal skills
- Strong analytical and problem solving abilities
- Self-motivated, proactive, independent in solving problems
- Strong business acumen with solid analytical skills and conceptual thinking
- Ability to thrive in a fast-paced environment
- Previous experience in the Mutual Fund industry and/or customer service role is considered an asset
- Post-secondary education
- Completion of, or enrollment in, the IFIC Funds course or the CSC, considered an asset