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Bilingual Client Service Representative

  • Employer: iA Clarington Investments
  • City: Toronto
  • Job category: Business Administration, Finance and Accounting, Customer Service and Administrative Support
  • Job ID: J0918-1114
  • Job type: Regular full time

Company Overview

We are iA Clarington

And we will be invested in you

As one of Canada’s leading investment management companies, iA Clarington brings clarity, integrity and commitment to a complicated global investment landscape. We believe passionately in the value of active management, the investment products we deliver, and the importance of maintaining unwavering attention to both the big picture and the smallest details. Home to a number of highly respected portfolio management teams, together, we earn the trust of advisors and investors by bringing diverse investment views forward through our broad selection of offerings.

As a wholly owned subsidiary of Industrial Alliance Insurance and Financial Services Inc. - Canada’s fourth-largest life and health insurance company - iA Clarington offers a wide range of investment products, including actively managed mutual funds, managed portfolio solutions and socially responsible investments.

Description

iA Clarington Investments Inc. is currently offering an exciting career in our Client Services Department. This is a rewarding opportunity to provide exceptional customer service to our clients, while building a foundation to grow within the investments, financial services and insurance industry. Reporting to the Manager, Client Services, you will be primarily responsible for answering incoming calls from financial advisor/broker offices as well as unit holders.

Key responsibilities:
• Answer inbound calls and customer inquiries for product, account and transaction information
• Place outbound calls in response to client queries to resolve outstanding requests
• Process client requests to support the operations of the team
• Use exceptional problem solving skills to resolve issues as they arise and strive for first call resolution
• Build and maintain strong relationships with advisors, brokers and their offices
• Learn about our company products, policies and procedures, and systems and utilize this information effectively on each call
• Participate in continuous improvement initiatives

Essential Attributes
• You are flexible in balancing personal goals and those of the organization
• You are a positive influence on the team
• You proactively identify the needs of clients and partners
• Your actions are chosen with the client in mind
• You maintain quality standards while demonstrating efficiency
• You take responsibility for the work you are doing and the processes you are developing
• You show courage to challenge accepted ways of doing things
• You identify opportunities and take responsibility to continuously improve your team’s processes
• You consider the opinions, needs and expectations of others in all your actions and decisions without prejudice
• You treat partners and clients with care, consideration, diplomacy and humility

Qualifications

1 to 2 years’ experience in a customer service or call centre environment
• Completion of post-secondary education
• Fluent in both English and French - speaking, reading and writing is required
• Strong computer skills and the ability to prioritize competing demands
• Interest and/or knowledge of Mutual Funds and Financial Services industry preferred
• Completion on IFIC and/or CSC considered an asset and required within 1 year of hire

Working Conditions
• Contact Center is open Monday to Friday
• Shift rotation between 8:00am-4:30pm and 11:30am-8:00pm
• Overtime may be requested during the peak season (January to April) or in connection with various projects

iA Financial Group is committed to fostering a workplace that promotes diversity and inclusion. We can provide accommodation in our recruitment and selection processes to applicants with disabilities where required. Please contact your Recruiter, or send an email to accessiblecareers@ia.ca


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Working at iA Financial Group

We consider our employees to be our most important investment and we have a lot to offer them. Find out more about iA.

iA Financial Group is committed to having an equal access employment program and welcomes applications from women, visible minorities, Aboriginal peoples and disabled persons. Any use of the masculine form is to simplify the text and includes the feminine form.