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Client Services and Sales Representative
Found in: Talent CA C2 - 5 days ago
Innovative On Line Marketing Moncton, CanadaDUFFY TREATMENT SERVICES · 209 Edinburgh Drive · Moncton, New Brunswick, · E1E 2K9 · DUE TO EXPANSION WE HAVE 7 POSITIONS AVAILABLE IMMEDIATELY. · Wage: $60,000 to $70,000 per year plus bonus and full benefits paid on a weekly basis. · We are a Canadian company that is servicing ...
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Recruiter / Client Service Representative
Found in: Jooble CA O C2 - 2 days ago
Rogers Moncton, NB, CanadaJob Description: · We are hiring full-time Customer Service Consultants for May 25th to join our Moncton frontline team. In this role, your job will be to assist customers with their residential and wireless products and services.At Rogers, we provide world-class customer servic ...
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Customer Service Representative
Found in: Appcast CA C2 A - 3 days ago
Airswift Moncton, Canada Full timeAirswift is working with one of our major Oil and Gas clients to find a Customer Service Representative to join their team in Moncton, NB. · Responsibilities · The Customer Service Representative provides essential support by addressing customer inquiries, resolving issues, and p ...
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Customer Service Representative
Found in: Appcast CA C2 A - 3 days ago
Brunel Moncton, Canada Full timeWe are looking for a Customer Service Representative to work with one of our major Oil and Gas clients located in Moncton, New Brunswick. As the first point of contact for some of the organization's largest accounts, you would be responsible for ensuring their inquiries are addre ...
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Truss Designer
Found in: Appcast CA C2 A - 5 days ago
MiTek Moncton, Canada* Please note this is NOT an IT position. You must have the following experience and knowledge to be considered for this role: Knowledge of construction and framing practice and Engineered building component layout or design experience * · MiTek Canada Inc., a subsidiary of Berks ...
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Business Development Representative
Found in: Jooble CA O C2 - 5 days ago
The Sales Factory Inc. Moncton, NB, CanadaAbout The Sales Factory · The Sales Factory is a fast growth Business Development company. We are on a mission to be the gold standard for sales prospecting by helping organizations close more deals through stronger research, better qualification and engagement early in the sale ...
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Unit Associate
Found in: Jooble CA O C2 - 5 days ago
Canadian Imperial Bank of Commerce Moncton, NB, CanadaWe're building a relationship-oriented bank for the modern world. As a member of CIBC Wood Gundy, you will be responsible for building and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service. As ...
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Customer Service Representative Full Time Overnight Shift
Found in: Jooble CA O C2 - 5 days ago
Airswift Moncton, NB, Canada Full timeAirswift is working with one of our major Oil and Gas clients to find a Customer Service Representative to join their team in Moncton, NB. · Provide prompt and efficient service to customers, including handling inquiries, troubleshooting issues, and taking orders. · Work under ...
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Customer Service Representative
Found in: Jooble CA O C2 - 5 days ago
Saint-Gobain Group Moncton, NB, CanadaCustomer Service Representative - Moncton Position Description Job Summary · On July 29, 2022 Saint-Gobain completed the acquisition of Kaycan, a manufacturer and distributor of exterior building materials in Canada and in the United States. With this acquisition, Saint-Gobain ...
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Royal Canin Pet Ambassador
Found in: Jooble CA O C2 - 5 days ago
Acosta Sales & Marketing Moncton, NB, CanadaRoyal Canin Pet Ambassador · General Information · Company: PRE-CA · Location: Moncton, NB, New Brunswick, E1G 5R1 · Ref #: 55831 · Function: Brand Advocacy & Sales · Employment Duration: Part-time · Description and Requirements · Do you have a passion for pets? Want t ...
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Technical Support designer Job
Found in: Jooble CA O C2 - 5 days ago
MiTek Moncton, NB, CanadaKnowledge of construction and framing practice and Engineered building component layout or design experience * · a subsidiary of Berkshire Hathaway, Inc . is the world's leading supplier of state-of-the-art, engineered connector products, engineering services, and computer-driven ...
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Billingual Receptionist
Found in: Jooble CA O C2 - 5 days ago
Advantage Personnel Moncton, NB, CanadaBilingual Receptionist · Moncton, NB · Our client is currently looking for a bilingual Receptionist to join their amazing team They are the largest owner of commercial real estate in the Greater Moncton area and manage various properties throughout the Maritimes. · Available S ...
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Merchandiser Representative
Found in: Jooble CA O C2 - 5 days ago
Robert Di Tomasso Services Inc Moncton, NB, CanadaJob Description · Are you looking for a manual job with flexible hours anda lot of autonomy? We have an opportunity for you · RDTS is currently looking for a MerchandisingRepresentative located in Moncton, NB, to join our merchandising team.As such, your role is to merchandise ...
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Mortgage Specialist
Found in: Jooble CA O C2 - 5 days ago
Bank of Montreal Moncton, NB, CanadaCultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO's share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. De ...
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Guest Services Representative
Found in: Talent CA C2 - 4 days ago
Killam Apartment REIT Moncton, Canada SeasonalGuest Services Representative – Camper's City, Moncton, NB · May to end of October · Full-time Roles Available · Killam Apartment REIT (TSX:), is a growth-oriented real estate investment trust which owns, manages and develops multi-family residential properties in Atlantic Can ...
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Sales Representative
Found in: Talent CA C2 - 3 days ago
IMP Group Moncton, CanadaThe Harding commitment is to help one client at a time, delivering independence to our customers through providing innovative and custom healthcare solutions. We are just as committed to our team, with a learning culture and work environment that empowers you to continually grow ...
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Administrative Assistant
Found in: Jooble CA O C2 - 3 days ago
Canadian Mental Health Association Moncton, NB, CanadaLocation: Moncton, Campbellton, or Fredericton , On-site. 1 year Contract Full-Time · About CMHA of NB · The Canadian Mental Health Association of New Brunswick Inc. (CMHA of NB) is part of a nationwide, voluntary organization that that envisions a country where mental health ...
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Elevator Technician
Found in: Talent CA C2 - 4 days ago
IMP Group Moncton, CanadaThe Harding commitment is to help one client at a time, delivering independence to our customers through providing innovative and custom healthcare solutions. We are just as committed to our team, with a learning culture and work environment that empowers you to continually grow ...
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Customer Sales Representative
Found in: Talent CA C2 - 5 days ago
Innovative On Line Marketing Moncton, CanadaDUFFY TREATMENT SERVICES · 209 Edinburgh Drive · Moncton, New Brunswick, · E1E 2K9 · PLEASE ONLY APPLY IF YOU LIVE IN THE PROVINCE OF NEW BRUNSWICK IN CANADA · WE ARE EXPANDING RAPIDLY AND ARE HIRING FOR 8 POSITIONS IMMEDIATELY. · WE PROVIDE RAPID ADVANCEMENT WITHIN THE COMPANY A ...
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Sales and Service Representative
Found in: Talent CA C2 - 5 days ago
Innovative On Line Marketing Moncton, CanadaDUFFY TREATMENT SERVICES · 209 Edinburgh Drive · Moncton, New Brunswick, · E1E 2K9 · PLEASE ONLY APPLY IF YOU LIVE IN THE PROVINCE OF NEW BRUNSWICK IN CANADA · WE ARE EXPANDING RAPIDLY AND ARE HIRING FOR 8 POSITIONS IMMEDIATELY. · WE PROVIDE RAPID ADVANCEMENT WITHIN THE COMPANY A ...
Financial Client Representative - Moncton, Canada - Financial Horizons Group
Description
Français en dessousThe Financial Client Representative provides service to clients requiring assistance related to their investment and insurance products. They will be responsible for assessing, responding, and resolving client inquiries, providing product information, and completing client transactions while delivering a professional client experience. The successful candidate will be well-organized, self-motivated, service and sales-oriented, a contributing team player, and passionate about delivering high level customer service to our clients.
Curious? Keep reading
Please Note:
This role is supported by a remote work arrangement anywhere across Canada
A successful applicant must have a valid mutual fund registration and/or life insurance license (LLQP) in any one Canadian province
This role requires someone who is bilingual in French and English
What will you be doing in this role?
Maintain accurate and detailed records of client interactions in CRM system
Adhere to and maintain compliance requirements of the business
Develop, retain and grow the business by developing and establishing a relationship with clients
Provide a high level of client service by ensuring accuracy and timeliness of responses
Investigate, resolve and respond to client queries by conducting further research, and dealing directly with clients and partners where required
Educate clients about products, solutions, and services provided
Provide advice and account/policy maintenance services using business planning processes
Contribute to team and department goals
Maintain workflow in an orderly fashion to permit backup to readily follow up during absences
What qualifications are required?
Valid mutual fund registration and/or life insurance license (LLQP) is required in any one Canadian province
College Diploma, University degree, or equivalent experience
Licensed administrative assistant experience will be considered
Bilingual - fluency in French and English
What competencies are required?
Customer service focused
Attention to detail/accuracy
Communication skills - verbal and written
Ability to prioritize and balance multiple tasks and navigate multiple systems
Proactive and resourceful
Adaptable to growing business and changes in processes
What should your experience look like?
3-5 years' experience in the financial insurance industry, Canadian banking, insurance, and/or financial advice channels with a specific emphasis on investment fund products and services
3-5 years' experience in a customer service related field will be considered for the right candidate
Strong knowledge of savings, investment and insurance products/services and financial planning concepts and an understanding of the regulatory climate
Strong ability to utilize professionalism and deliver high level customer service
High level of attention to detail, thoroughness and accuracy
Proven experience with Microsoft programs such as Word, Excel, PowerPoint, and Outlook
CRM experience is an asset
Benefits & Perks
Our service-driven approach at Continuum Financial Centres is facilitated by a collaborative and supportive work environment
These are some of the benefits we provide:
Excellent Group Benefits plan
Group Retirement Plan with employer matching
Flexible and supportive Personal Days for employee or family illness, emergency etc
Reward and Recognition that celebrates and rewards for impactful performance (peer to peer) and life milestones both personal or professional
Wellness Credit program
Personal and Professional programs that allow you to grow, learn and develop including on-demand e-learning programs, Tuition reimbursement and Leadership development
Who are we?
Continuum Financial Centres offers a full range of financial services to help our clients meet their goals. Our team of experts are ready to assist clients solve even the most complex financial questions. We have a wide suite of financial solutions offered by our many insurance and investment carrier partners - to suit every lifestyle. We are headquartered in Kitchener, Ontario, and have a presence right across the country. Continuum is part of the Financial Horizons group of companies, a leading, national, Canadian-owned and operated Managing General Agency (MGA). If you've read this far, first of all, thank you for your time, second, if this seems like a great fit for you, then we look forward to your application :)
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La représentante ou le représentant de la clientèle financière offre des services aux clientes et clients en lien avec leurs produits de placement et d'assurance. En plus d'examiner les demandes de la clientèle, la ou le titulaire devra y répondre, fournir des renseignements sur les produits ainsi qu'effectuer des opérations tout en offrant une expérience professionnelle. Bien organisée et motivée, la personne retenue accordera de l'importance aux services et aux ventes, sera dotée d'un bon esprit d'équipe et sera passionnée par la prestation d'un excellent service à la clientèle.
Ça vous intéresse? Poursuivez la lecture
À noter :
Ce poste est en télétravail partout au Canada
Ce poste requiert une inscription valide en fonds commun de placement et/ou un permis d'agent en assurance vie (PQAP) dans l'une des provinces canadiennes
Ce poste requiert le bilinguisme en français et en anglais
Que ferez-vous au sein de votre poste?
Consigner de façon précise et détaillée les interactions avec la clientèle dans le système de gestion des relations client(e)s
Toujours respecter les exigences de conformité de l'entreprise
Consolider et faire croitre les affaires en tissant de nouveaux liens ainsi qu'en approfondissant les relations existantes avec la clientèle
Offrir un excellent service à la clientèle en veillant à l'exactitude et à la rapidité des réponses
Examiner les questions de la clientèle et y répondre en effectuant des recherches approfondies et en traitant directement avec les clientes, les clients et les partenaires, au besoin
Informer la clientèle sur les produits, les solutions et les services fournis
Offrir des conseils et des services de gestion de comptes et de polices en appliquant les processus de planification des affaires
Contribuer à l'atteinte des objectifs de l'équipe et du service
Respecter l'ordre prévu des étapes du flux de travail afin de permettre aux remplaçantes ou aux remplaçants de faire facilement un suivi en cas d'absence
Qualifications requises
Inscription valide en fonds commun de placement et/ou permis d'agent en assurance vie (PQAP) dans l'une des provinces canadiennes
Diplôme d'études collégiales, diplôme universitaire ou expérience équivalente
Expérience en tant qu'adjointe administrative agréée ou adjoint administratif agréé
Bilinguisme - maitrise du français et de l'anglais
Compétences requises
Souci du service à la clientèle
Souci du détail et grande rigueur
Aptitudes pour la communication orale et écrite
Capacité à établir les priorités, à gérer de multiples tâches et à utiliser plusieurs systèmes
Proactivité et débrouillardise
Capacité d'adaptation (croissance de l'entreprise et évolution des processus)
Expériences requises
3 à 5 ans d'expérience dans les secteurs des services financiers, des services bancaires canadiens, de l'assurance et/ou des services-conseils en finance, plus particulièrement en lien avec les produits et les services liés aux fonds de placement
3 à 5 ans d'expérience dans un domaine lié au service à la clientèle
Solide connaissance des produits et des services d'épargne, de placement et d'assurance ainsi que des concepts de planification financière et compréhension du cadre règlementaire
Forte capacité à faire preuve de professionnalisme et à offrir un excellent service à la clientèle
Grand souci du détail, minutie et rigueur
Connaissance avérée de la suite Microsoft, notamment Word, Excel, PowerPoint et Outlook
Expérience en matière de gestion des relations client(e)s, un atout
Avantages sociaux
L'approche axée sur le service des centres financiers Continuum est possible grâce à notre environnement de travail collaboratif et solidaire
Quelques-uns des avantages que nous offrons :
un excellent régime d'assurance collective
un régime collectif de retraite avec contrepartie de l'employeur
des journées de congé personnel flexibles pour les maladies, les urgences, etc., de l'employée, de l'employé ou de sa famille
des récompenses et des marques de reconnaissance qui soulignent les rendements significatifs (entre collègues) et les étapes importantes de la vie, tant personnelle que professionnelle
programme de crédit mieux-être
des programmes personnels et professionnels qui vous permettent d'évoluer, d'apprendre et de vous perfectionner, notamment des programmes d'apprentissage en ligne à la demande, le remboursement des frais de scolarité et le développement du leadeurship
Qui sommes-nous?
Les centres financiers Continuum offrent une gamme complète de services financiers permettant à sa clientèle d'atteindre ses objectifs. Notre équipe d'expertes et d'experts est prête à aider les clientes et clients à résoudre les questions financières les plus complexes. Nous disposons d'une vaste gamme de solutions financières offertes par nos nombreuses compagnies d'assurance et d'investissement partenaires, et ce, pour répondre à tous les styles de vie. Notre siège social se trouve à Kitchener, en Ontario, et nous avons plusieurs bureaux à travers le Canada. Continuum fait partie du groupe d'entreprises de la Financière Horizons . click apply for full job details