Advisor Support Specialist

Domain : Client Support 
Type : Contract 
Mode : Hybrid 
Language : French and English 

The Contract Advisor Support Specialist :

• Has acquired knowledge and skills through formal training or considerable work experience.
• Works following established procedures, under moderate supervision.
• Has acquired the skills required to perform a variety of tasks.
• Understands how their assigned tasks are coordinated with the team’s other tasks and how the team is coordinated with other teams in the back office.
• Has no supervisory responsibilities; manages own workload.
• Identifies and solves common problems that may arise in own area, without the supervisor’s authorization; evaluates and selects solutions from established options.
• Influences own team through the quality of the services or information provided; adheres to standardized procedures and practices and is regularly but moderately supervised and monitored.
• Uses communication skills to share information.

Primary responsibilities :

• Responsible for supporting investors and advisors with various applications, administrative inquiries, and problems.
• Handle email and phone service requests and inquiries. 

Secondary responsibilities

• Complete various projects when assigned.

Job Requirement :

• 1-2 years’ work experience in Financial Services and Customer Service industry or 1-2 years in a Client Services representative role.
• Post-secondary education in Business Management/Administration and/or Finance.
• Completion of CSC and/or IFIC Operations and/or IFIC Sales course.
• Knowledge of Investment and Financial Services industry and/or organization.
• Knowledge of Contact Center technology and best practices.
• Knowledge of OSC National Instruments.
• Strong computer skills and knowledge.
• Strong communication and interpersonal skills.
• Ability to balance competing priorities.

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.
• Advance level of English and French is required to communicate and interact with clients and teams across Canada via phone and email on a daily basis. 

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