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Apex Focus GroupMontreal, Quebec, CanadaInvestment Agent, Technical Support (On-Site)
National BankMontreal, Quebec- Full-time
- Part-time
- Permanent
Attendance On-Site Job number 24408 Category Professional Status : Permanent Type of Contract Permanent Schedule : Full-Time Full Time / Part Time? Full-Time Posting date 20-Jan-2025 $ 57052 Salary : starting at $ 57052 per year Location : Montreal, Quebec City Montreal Province / State Quebec Area of Interest : Advisory services, Call centres
A career as a Investment Agent Technical Support in the National Bank's direct brokerage team means acting as a technical support expert and customer support specialist in investment matters. This job allows you to have a positive impact through your customer service and financial technology skills.
Your Job
- Answer customer calls to assist them in using the trading platform and tools.
- Provide technical phone support to resolve issues encountered by users.
- Guide customers in using our transactional site and financial instruments such as stocks, ETFs, mutual funds, options, fixed income securities, and banking products.
- Identify and propose opportunities for process improvement and standardization.
- Ensure compliance and risk management rules are followed.
Your Work Schedule
The center is open Monday to Friday from 8 : 00 AM to 6 : 00 PM, and we serve customers from all over Canada.
Your Training
Your initial training consists of 6-8 weeks of on-site training at 800 St-Jacques in Montreal. This allows you to better understand the evolving challenges of the brokerage industry, experience the call center environment, and get to know your teammates.
Your Team
The brokerage support team consists of over 20 specialists who collaborate in an agile, proactive, and collaborative manner to provide quality service to customers. You will report to the section director and work within a dynamic and inclusive team, where support and mutual aid are at the heart of interactions.
The Bank values continuous development and internal mobility. Our personalized training programs, based on learning in action, allow you to master your job and develop new areas of expertise. Tools such as the Data Academy, language training, the Harvard Learning Center, as well as coaching and mentoring support are available to you at all times.
Prerequisites
Preferred Skills
Mandatory Languages
Languages : English, French Reason to require this language : you will need to serve clients who speak a language other than French regularly.
Skills
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Accountability Client-focused Communication Detail-oriented Diversity & Inclusion Driving Results Emotional Intelligence Empathy Humility Initiative Know Your Customer Verification Learning Agility Proposal Generation Resiliency Stress Management Your benefits In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.