Spécialiste au service à la clientèle

The candidate understands that the success of our organization depends on the customer experience.

The individual keeps the customer experience in mind to ensure peace of mind for our advisors and clients.

Under the responsibility of the Advisor Relations Supervisor, the candidate will be the first point of contact for advisors to effectively resolve issues and provide guidance and support. The individual is an expert in delivering optimal service.

This is a strong team player, responsible and reliable. This is a remote position.

Reporting to the Advisor Relations Manager, you will be required to:

• Answer calls efficiently and professionally; active listening is essential;

• Provide accurate and detailed answers to questions asked over the phone;

• Respond to emails promptly, accurately, and professionally;

• Follow up on pending requests;

• Quickly report outstanding issues to the manager;

• Make each interaction memorable through transparency, reliability, attentiveness, and ingenuity;

• Log calls and emails in JIRA (internal tracking and messaging system);

• Actively participate in daily management meetings for processes and improvements.

Desired profile:

• Ideally 2-3 years of experience in customer service;

• Completed IFIC Operations course, an asset;

• Advanced knowledge of English and French, as the individual will be required to communicate by phone and email with English and French-speaking clients and advisors on a daily basis.

• Excellent analytical and organizational skills;

• Ability to provide optimal service and support to advisors;

• Ability to work in a fast-paced environment;

• Motivation to learn new processes and procedures;

• Ability to quickly adapt to change;

Do you want to positively contribute to the customer experience while gaining experience in the mutual fund industry? Apply here!