Customer Service Representative, Call Centre, Dynamic Funds - Montreal, QC

Scotiabank • Montreal, QC

2d • Onsite

About The Position

Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto. Dynamic Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing professional investment advice to retail investors. Since then, we have evolved to become one of Canada's most recognized wealth management firms. We offer a comprehensive range of products and services, spanning every major sector, geographic region and investment discipline. Our financial solutions include open and closed-end investment funds, fee-based, tax-advantaged and customized high-net-worth programs. Dynamic Funds is a Canadian success story, built on non-negotiable beliefs that drive everything we do. We attract top candidates because our culture allows us to be active (not reactive), results-oriented and passionate about sales. In short, our people are truly empowered, experienced, and Dynamic. We’ve built a foundation whereby different perspectives, ideas and backgrounds continue to help us grow the business.

Requirements

• Knowledge of MS Office and industry databases (i.e. iFast™)
• Ability to work independently and cooperatively as a team.
• Ability to listen, understand and handle customer inquiries, problems, or complaints in a timely manner.
• Excellent organizational and analytical skills.
• Good problem-solving, flexibility, change management and time management skills.
• Excellent customer service and communication skills in English and French.
• Sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.

Nice To Haves

• University degree in Finance or related studies (strong asset)
• CSC/ IFIC certification is a definite asset.

Responsibilities

• Interact with customers via phone to provide effective customer service in response to inquiries on Dynamic Funds products and services and assist customers (mainly Advisors and Associates) with resolution of issues regarding accounts and related transactions.
• Collaborate with members of the team and act as a liaison between clients and other Dynamic Centres of Excellence.
• Analyze accounts, determine, and initiate appropriate follow-up and respond to customers’ needs.
• Strive to exceed qualitative and quantitative performance standards set by the department daily in an inbound call-center environment.
• Maintain familiarity with policies and procedures of the department and the Centres of Excellence.
• Work on special projects as required.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed