Specialist, Customer Relations Centre - Montréal, Canada - Scotiabank

Scotiabank

Verified Company

Montréal, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Requisition ID: 170122

Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto.

Dynamic Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing professional investment advice to retail investors.

Since then, we have evolved to become one of Canada's most recognized wealth management firms. We offer a comprehensive range of products and services, spanning every major sector, geographic region and investment discipline. Our financial solutions include open and closed-end investment funds, fee-based, tax-advantaged and customized high-net-worth programs

The Specialist, Customer Relations Centre will have the opportunity to:

Interact with customers via phone to provide effective customer service in response to inquiries on Dynamic Funds products and services and assist customers (mainly Advisors and Associates) with resolution of issues regarding accounts and related transactions.
Collaborate with members of the team and act as a liaison between clients and other Dynamic Centres of Excellence
Analyze accounts, determine, and initiate appropriate followup and respond to customers' needs.
Strive to exceed qualitative and quantitative performance standards set by the department daily in an inbound callcenter environment.
Maintain familiarity with policies and procedures of the department and the Centres of Excellence.
Work on special projects as required.

What's in it for you:

Be part of an industry recognized leader in the wealth management business.
Be rewarded with our highly competitive compensation package, and
Be a participant in a variety of community involvement programs.

Skills and Experience:

College Diploma or an equivalent combination of education and work experience
Bilingual in English and French
University degree in Finance or related studies, a definite asset
CSC/ IFIC certification definite asset
Knowledge of MS Office
Knowledge of industry databases (i.e. Ifast)
Excellent customer service and communication skills
Ability to work independently and cooperatively as a team
Ability to listen, understand and handle customer inquiries, problems, or complaints in a timely manner
Excellent organizational and analytical skills
Good problemsolving and time management skills
Excellent flexibility and change management skills
Demonstrates interest to learn

Location(s): Canada : Quebec : Montreal || Canada : Ontario : Toronto