Seeking Dedicated Client-Focused Professional - Mississauga - beBeeServices

    beBeeServices
    beBeeServices Mississauga

    1 day ago

    Full time

    Job title: Mandarin/Cantonese Investment Services Representative, RBC Direct Investing

    Description

    Financial Services Representative


    We are seeking a dedicated and client-focused professional to join our team as a Financial Services Representative. In this role, you will be responsible for providing exceptional service to clients over the phone or through electronic communications.


    Key Responsibilities:


    • Proactively identify opportunities to match customer needs through effective communication and probing skills
    • Work within specified performance metrics for all client communications (verbal or written)
    • Uphold a professional image of the organization at all times
    • Actively promote self-service capabilities for clients, proactively identifying opportunities for them to take control of their financial decisions


    To succeed in this role, you must have excellent English communication skills, analytical/organizational time management skills with an attention to detail. Fluency in Mandarin/Cantonese is also essential.


    The ideal candidate should possess university/college degree/diploma or at least 1 year relevant business experience in a client-facing role. A proven track record of working independently with strong problem-solving and multitasking abilities is necessary.


      Must-have:
      * Ability to work independently
      * Strong English verbal/written transcription analytic / organizational time management & detail focused qualities
      * Exceptional Customer Service competencies Friendly telephone interpersonal interaction

    Nice-to-Have:
    Prior standing maintenance based on regulatory requirements Canadian Investment Regulatory Exam (CIRE) Chartered Financial Analyst (CFA) certification level 1 Derivatives exam knowledge speak fluently French


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