Search jobs > Toronto, ON > Client representative

Client Service Representative

AGF Investments
Toronto, ON
$35-$38 an hour (estimated)
Full-time

About the Role :

AGF is looking for experienced Client Service Representatives who have a passion for investments and genuinely enjoy providing exceptional customer service to Financial Advisors and Investors.

This is an exciting opportunity to take your career to the next level and be a champion delivering first-class customer service.

By connecting, caring, and providing an exceptional end-to-end client experience, the AGF Client Services team plays an integral role in ensuring our investors succeed.

Our team is looking for experienced and dynamic individuals that can help us achieve our mandate. You can expect a supportive and collaborative environment where we develop and promote talent and always strive to succeed.

You will work remotely up to 4 days per week and work out of our downtown Toronto corporate office a minimum of 1 day per week.

This position has a target start date of August 13, 2024.

Your Responsibilities

  • Be the primary contact for advisors / investors to provide insight / solutions for account, transactional, procedural and product queries, primarily over the phone, in accordance to established Service Level Standards
  • Resolve customer requests that you are accountable for and interface with other parts of the organization, as needed
  • Maintain a high level of professionalism with clients and work to establish a positive rapport with every caller
  • Be able to work rotating shifts, between 8 AM and 8 PM, Monday to Friday
  • Maintain up to date knowledge on AGF products, services, policies, and procedures to provide accurate and complete information to advisors / investors
  • Actively participate in building a supportive team environment that fosters positivity and engagement

Your Qualifications

  • Post-secondary education and preferably completed the Canadian Securities Course and / or applicable IFIC courses
  • A passion for delivering great customer service and desire to be part of a team that succeeds and be willing to do your part to ensure that success
  • 1 to 3 years of experience in a contact centre role, with a financial services company or fund company that distributes via financial advisors or with a fund company service provider
  • Excellent communication skills, listening and written skills combined with a genuine desire to serve the customer
  • Be a self-starter that leverages opportunities to improve your skills and capabilities that you can utilize to build your personal brand
  • You can easily navigate between different computer applications and multi-task, while having a great conversation with customers
  • You can problem solve and work well under pressure

INDS

30+ days ago
Related jobs
AGF Investments
Toronto, Ontario

AGF is looking for experienced Client Service Representatives who have a passion for investments and genuinely enjoy providing exceptional customer service to Financial Advisors and Investors. By connecting, caring, and providing an exceptional end-to-end client experience, the AGF Client Services t...

Griffith Foods
Scarborough, Ontario

Attends monthly client service meetings; Attends client meetings with sales representatives where applicable. Provides coverage for other Client Service Representatives within a team environment, as needed. Advises clients accordingly and works on solutions with client and other depts. Informs clien...

AGF Investments
Toronto, Ontario

AGF is looking for experienced Senior Client Service Representatives who have a passion for investments and genuinely enjoy providing exceptional customer service to Financial Advisors and Investors. By connecting, caring, and providing an exceptional end-to-end client experience, the AGF Client Ser...

Globe Life - Artemiy Savin
Mississauga, Ontario

What You’ll Do Provide Client Support: Assist families and individuals by answering questions, offering solutions, and ensuring excellent service. AO provides everything you need to succeed, including pre-qualified leads so you can focus on building genuine connections with clients. Pre-Qualif...

AGF Investments
Toronto, Ontario

AGF is looking for experienced Senior Client Service Representatives who have a passion for investments and genuinely enjoy providing exceptional customer service to Financial Advisors and Investors. By connecting, caring, and providing an exceptional end-to-end client experience, the AGF Client Ser...

Fidelity Investments
Toronto, Ontario

Client Service Representative. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles et de services de placement fiables, et nous cherchons constamment de nouvelles façons de mieux servir nos clients. Représentant, Service à la clientèle. Nous avons plusieurs postes à combler ...

ADP
Toronto, Ontario

Emplois au service client chez ADP - Carrières au service client chez ADP - Assistance client ADP. ADP est à la recherche d’un(e) représentant(e) du service à la clientèle bilingue – Services FundDirect / SmartCompliance. Agir en tant que premier niveau de soutien et expert en la matière pour auprès...

Circle of Care
North York, Ontario

Proactively trouble shoots client related problems by following organizational standards to address urgent client issues and escalate to Client Services Representatives as per standards. The Client Services Representative is responsible for providing excellence in customer service to all customers w...

ADP
Toronto, Ontario

Emplois au service client chez ADP - Carrières au service client chez ADP - Assistance client ADP. ADP est à la recherche d’un(e) représentant(e) du service à la clientèle bilingue – Services FundDirect / SmartCompliance. Agir en tant que premier niveau de soutien et expert en la matière pour auprès...

Globe Life - Kekoa Jacobs
Vaughan, Ontario

Exciting Opportunity: Client Service Representative Wanted! About Us : At Ao Globe Life, we are dedicated to providing exceptional insurance and financial solutions. Position Overview: We are seeking a motivated and detail-oriented Client Service Representative to join our team. Why Join Us? Make a ...