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Investment Customer Service Representative


Call Center and Customer Service

Advert ID




Job Type




Salary Range

Up to USD16.26/hr

No. of Openings


Branch Information

Toronto, ON - Banking - (CAN) 4950 Yonge Street Suite 700 ON Toronto , ON - M2N 6K1 Phone : 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.