About The Position

As a member of the Investor Services Inc (ISI) team, you’ll be the first point of contact for ISI clients (including Investors Edge), via phone and online channel. As a Customer Service Representative, you can make a meaningful impact in the lives of our clients by using your exceptional interpersonal and relationship building skills to recognize and accurately assess each client’s needs and provide a timely resolution. Investor Service Inc is a non-advice group, you will not be able to provide clients recommendations or advice on products or investments. You will work in a fast-paced environment where you will make a meaningful difference in our clients’ lives. The role demonstrates solid written, verbal, and interpersonal skills to refer clients to related client relations and service groups or escalate to management. The role makes recommendations on client matters to meet work objectives, ensuring that clients experience a bank that listens actively and demonstrates care for their unique needs.

Requirements

  • Fluent in English and in Cantonese and /or Mandarin.
  • Degree/diploma in business.
  • Able to easily navigate and focus on multiple software applications and dual monitors.
  • Strong knowledge of the Online Brokerage systems and products to allow quick resolution of problems.

Nice To Haves

  • CSC is an asset.

Responsibilities

  • Provide support for clients by recognizing and accurately assessing their needs.
  • Focus on each client experience and connect on a personal level to make every interaction meaningful.
  • Listen, ask questions, and put yourself in the client’s shoes.
  • Act like an owner by taking accountability for client issues and knowing when to lean on others to find solutions.
  • Deeply understand the lSI products and Investor’s Edge platform to ensure clients receive exceptional support.
  • Understand that the client’s time is valuable and effectively complete client requests.
  • Refer clients to related client relations and service groups or escalate to management.
  • Make recommendations on client matters to meet work objectives, ensuring that clients experience a bank that listens actively and demonstrates care for their unique needs.

Benefits

  • Competitive compensation
  • Banking benefit
  • Wellbeing support
  • Employee and family assistance programs
  • MomentMakers, our social, points-based recognition program
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