Financial Service Representative (Mandarin)

Job Description

Job Description

Salary :

OTT Financial Group is the parent organization of a group of financial services and investment companies. We leverage cutting-edge fintech innovations to bring excellent financial advice and best-in-class wealth management to our customers and business partners. Empowering 5,000+ merchants and hundreds of thousands of individual clients across Canada, we are the home to a wealth of expertise in forex and securities trading, mobile and cross-border payment, and investment fund management.

We are ambitious, results-focused, and forward-looking. At OTT, youll get numerous opportunities to learn and grow, alongside a cohort of talented people from diverse backgrounds and industries. Tackling business challenges in a collaborative and innovative environment, youll be encouraged to be your best self and make a meaningful impact.

As a Financial Service Representative (FSR), you will be acting as a liaison between OTT and its customers. You will provide customers with Forex and related product / services information and address customers needs with accuracy and efficiency. The target is to ensure excellent service standards and maintain high customer satisfaction.

Responsibilities :

Create a customer-oriented culture where customers are respected including welcoming customers with greetings and providing walk-in customers with tea / coffee / water

Manage inbound / outbound calls in a timely, friendly and effective manner

Provide quality services to clients over the phone, through the Internet and / or face to face

Perform customer verification in accordance with requirements and policies

Identify and assess customers needs to reach solutions and achieve satisfaction

Keep records of communication with customers and records of transactions

Communicate and coordinate with internal departments when necessary

Build sustainable relationships with customers through trust and communication

Attend training sessions to improve knowledge and performance, such as the regulations and guidelines issued by FINTRAC as well as OTTs internal policies

Ensure accuracy and effectiveness in using OTTs business processing systems

Meet personal / team qualitative and quantitative targets

Maintain a cleaning work environment

Achieve a score no less than 90% in each of the ongoing training assessments

Requirements :

Strong phone contact handling skills and active listening

Familiarity with CRM systems and practices

Customer orientation and ability to adapt / respond to different types of circumstances

Excellent communication and presentation skills

Ability to multi-task, prioritize, and manage time effectively

Mandarin proficiency is mandatory in order to service our Mandarin speaking clients

You will be part of a highly collaborative, growing, and developing team that is critical to meeting our strategic goals within a highly engaged, productive, and innovative environment.

We are an equal opportunity employer.We offer a challenging work environment, competitive base salary, full benefits package, recognition for your accomplishments and opportunities for professional growth.To learn more about us, visit ourott.cawebsite.

We thank all applicants for their interest; however, only those candidates selected for an interview will be contacted.

Accommodations for job applicants with disabilities are available upon request.