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    Customer Service Representative- French - Waterloo, Canada - CB Canada

    CB Canada
    CB Canada Waterloo, Canada

    1 week ago

    Cb Canada background
    Description

    Customer Service Representative-French: Procom is seeking a bilingual Customer Service Representative for a FULLY remote work from home contract role with one our clients in the financial sector.

    Customer Service Representative- French Job Details

    As a Customer Service Representative -French, you will complete financial and non-financial transactions daily along with providing support to the advisors. In addition, you be responsible for ensuring transfers, trades, and all other nominee and client name related tasks are completed accurately and within service standards.

    Customer Service Representative- French Responsibilities

    • Handle advisor and client calls for Nominee Name or Client Name platform
    • Process transactions, including financial trades and transfer requests within service standards
    • Communicate with peers and fund companies via phone and email
    • Complete all work with a high attention to detail and accuracy
    • Follow up on external transfers to expedite the transfer of client's funds
    • Provide just-in-time support for market-based trades that have rejected or require review by the 4 PM deadline
    • Work with Data Integrity team to resolve any Nominee reconciliation issues
    • Resolve exceptions generated from the daily Transaction Reconciliation and the monthly Account Reconciliation against fund company data
    • Process of taxation slips/receipts using Customer Service Workbench
    • Ensure that correct information is reported to clients on their tax slips and reported to Canada Revenue Agency and Revenue Québec
    • Respond to tax related inquiries from clients, advisors, business partners and working with Tax team to resolve any related escalations or issues
    • Process corrections and complete Letter of Indemnity for fund companies
    • Phone shift schedule rotates monthly. Shifts times are: 8am-4pm, 830am -430pm or 10am - 6pm

    Customer Service Representative- French Must Have Skills

    • Knowledge of the mutual fund industry including MFDA (mutual fund dealer association) dealer accountabilities
    • Experience with Excel spreadsheets
    • Knowledge of CSW (customer service workbench)
    • Knowledge of FundServ and Univeris applications
    • Call centre experience
    • Bilingual (French/English)
    • University/College diploma is an asset
    • IFIC Operations course or CSC Designation
    • Proficient knowledge of the Dealer Operations' products and processes
    • Excellent customer service skills

    Customer Service Representative -French Nice to Have Skills

    • Excellent problem-solving and decision-making skills along with Strong attention to detail
    • Self-motivated, self-directed, able to work independently
    • Mathematical aptitude
    • Ability to work in a face paced environment with a sense of urgency

    Customer Service Representative- French Start Date

    September 19, 2022

    Customer Service Representative- French Assignment Length

    4-month initial contract, likely extension beyond

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