Requisition ID : 200380
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
As a Client Facing - Customer Service Representative, you are the primary point of contact for our clients within our Scotia iTRADE Investment Centre.
As an ambassador for Scotia iTRADE, you will assist our clients with inquiries around new accounts, transfers, trading, and products and services, and be a proactive promoter of iTRADE's client-focused culture by providing exceptional customer service.
Is this the right role for you? In this role you will :
- Ability to provide exceptional customer service by addressing client inquiries, concerns, and requests via in-person interactions.
- Maintain a deep understanding of company products and services to effectively assist and guide clients.
- Resolve client issues promptly and efficiently ensuring high levels of customer satisfaction.
- Utilize exceptional communication skills to engage with clients effectively, ensuring clear, professional, and positive interactions.
- Use discretion and problem solving to own the client experience
- Provide personalized solutions by recognizing value add solutions
- Facilitate a culture of passion, accountability, and collaboration by being an active member of your team
Do you have the requirements to succeed in this role? We'd love to work with you if you have :
- A broad knowledge of investment products and procedures relating to securities settlement
- The ability to work in a fast-paced environment with volumes dictated by market trends, client demands, and seasonal peaks
- Strong written and verbal communication skills
- The ability to utilize time-management and prioritization skills
- A positive attitude and excitement regarding learning new tasks and skills in order to keep up with changing environments / duties
While not essential, it would be an asset if you have :
- Completed the Canadian Securities (CSC) and Conduct and Practices Handbook (CPH)
- Completed a post-secondary education in Commerce / Business, or Financial Planning
- Prior work experience in a brokerage or
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