Bilingual Client Services Representative (English/French)

AGF ManagementToronto, ON
CA$55,600 - CA$58,000Hybrid

About The Position

By connecting, caring, and providing an exceptional end-to-end client experience, the AGF Client Services team plays an integral role in ensuring our investors succeed. Our team is looking for experienced and dynamic bilingual individuals (English/French) that can help us achieve our mandate. You can expect a supportive and collaborative environment where we develop and promote talent and always strive to succeed. AGF is looking for experienced Bilingual Client Service Representatives who have a passion for investments and genuinely enjoy providing exceptional customer service to Financial Advisors and Investors. This is an exciting opportunity to take your career to the next level and be a champion delivering first-class customer service. You will work remotely 3 days per week and work out of our downtown Toronto corporate office 2 days per week.

Requirements

  • Post-secondary education completed and preferably completed the Canadian Securities Course and/or applicable IFIC courses.
  • A passion for delivering great customer service and desire to be part of a team that succeeds and be willing to do your part to ensure that success.
  • Minimum 1 to 3 years of experience in a contact centre role, with a financial services company or fund company that distributes via financial advisors or with a fund company service provider.
  • Excellent communication skills, listening and written skills combined with a genuine desire to serve the customer, in both English and French.
  • Be a self-starter that leverages opportunities to improve your skills and capabilities that you can utilize to build your personal brand.
  • You can easily navigate between different computer applications and multi-task, while having a great conversation with customers.
  • You can problem solve and work well under pressure.

Responsibilities

  • Be the primary contact for advisors/investors to provide insight/solutions for account, transactional, procedural and product queries, primarily over the phone, in accordance to established Service Level Standards.
  • Resolve customer requests that you are accountable for and interface with other parts of the organization, as needed in either English or French, spoken or written.
  • Maintain a high level of professionalism with clients and work to establish a positive rapport with every caller.
  • Be able to work rotating shifts, between 8 AM and 8 PM, Monday to Friday.
  • Maintain up to date knowledge on AGF products, services, policies, and procedures to provide accurate and complete information to advisors/investors.
  • Actively participate in building a supportive team environment that fosters positivity and engagement.

Benefits

  • retirement savings plans
  • base salary
  • variable compensation
  • benefits
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