The ideal candidate loves talking to people and proactively solving issues. You will be responsible for converting customers into passionate evangelists
Responsibilities
- Providing excellent customer service on approximately 30-40 (inbound) calls per day
- Initial point of contact for increasingly complex customer queries and requests
- Providing accurate and complete information about member retirement account(s)
- Assisting callers with website and app navigation
- Transaction processing and assistance with forms
- Contributions to a strong collaborative team
- Meet productivity and service targets
Must Have Skills :
- Proficiency in both French and English (verbal & written)
- 3-4 years of previous experience in a customer service / administrative role
- Previous experience in an in-office / hybrid working arrangement
- Previous exposure to being measured against KPIs
Soft Skills
- Effective time-management skills *
- Ability to deal with a wide variety of personalities in a professional manner
- Positive relationship builder
- Ability to work independently and within a team
- People who assume responsibility and take ownership
- Ability to thrive in a lively working environment and manage multiple tasks*
Nice-To-Have Skills :
- Knowledge of Canadian retirement products is preferred but not required
- Some understanding of financial services concepts
Education :
- Post-secondary education is preferred or equivalent work experience.
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