Customer Service Representative, Investors Edge - 6 month term

CIBC•Toronto, ON

3d•Hybrid

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

Degree/diploma in business
Exceptional interpersonal and relationship building skills
Solid written, verbal, and interpersonal skills
Ability to easily navigate and focus on multiple software applications and dual monitors
Legally eligible to work at the location(s) specified
Ability to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency)
Experience with Online Brokerage systems and products

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.