Investment Customer Service Representative

Industry

Call Center and Customer Service

Advert ID

CAN_396523

Location

Toronto

Job Type

Contract

Hours

Full-Time

Salary Range

Up to USD16.26/hr

No. of Openings

1

Branch Information

Toronto, ON - Banking - (CAN) 60 Yonge Street Ground Floor ON Toronto , ON - M5E 1H5 Phone : 416-977-1748

ContactNumber

416-977-1748

Job Description

This role responds to incoming ISI client requests from both phone and online channels. The Customer Service Representative, ISI provides exceptional client service and responds to inquiries relating to products and services and the ISI online platform.



The Customer Service Representative, ISI uses their well-honed interpersonal skills to recognize and accurately assess client needs as well as referring clients to related sales and service groups and/or escalating to management as required.



What You'll Be Doing



* Interact with clients via both phone and online channels to provide detailed information relating to stock quotes, online support, account administration and general inquiries

* Follow-up on client requests and refer inquiries to authorized representatives and/or management as appropriate

* Consult with various internal business partners in order to find the best possible solutions and prepare accurate responses to client inquiries

* Engage in meaningful discussions with potential clients to understand their goals and identify opportunities to refer new business

* Achieving sales targets for account open and new assets transferred in

* Meet client expectations while complying with established policies, practices and procedures

* Identify and resolve client complaints using sound judgment and flexibility

* Complete after sales service activities including updating client information, product and service maintenance



What We're Looking For:



* Completion of Canadian Securities Course (CSC) an asset

* Developed knowledge of products and related processes for full range of investment products and services

* Minimum one year client service professional experience, preferably in the financial industry or Client Contact Centre environment

* Developed compliance knowledge to understand limits of authority, CIBC standards, policies and procedures for various transactions

* Superior verbal and written communication and interpersonal skills with a professional telephone manner, ability to understand client needs and provide professional written correspondence



What This Position Can Offer You



* Career growth, development and continuous learning opportunities

* Opportunity to be involved in events that help our communities

* Great foot in the door opportunity



Manpower Group recognizes the importance of providing an accessible and barrier-free environment. We are committed to creating a welcoming, fair and inclusive environment by offering equal opportunity to access our services. At Manpower Group, we are committed to providing accommodations, and will work with you to meet your needs.