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Client Service Representative
Found in: Talent CA C2 - 2 days ago
CIBC Halifax, Canada Temps partielNous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu'il faut pour nos clients. · À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir ...
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Client Service Representative
Found in: Jooble CA O C2 - 2 days ago
Canadian Imperial Bank of Commerce Halifax, NS, Canada Part timeClient Service Representative - Part-time (15 hours/week) page is loaded · Client Service Representative - Part-time (15 hours/week) · Apply locations Halifax, NS time type Part time posted on Posted 2 Days Ago job requisition id We're building a relationship-oriented bank for ...
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Client Service Representative
Found in: Jooble CA O C2 - 2 days ago
Canadian Imperial Bank of Commerce Dartmouth, NS, Canada Part timeClient Service Representative - Part-time (25 hours/week) page is loaded · Client Service Representative - Part-time (25 hours/week) · Apply locations Dartmouth, NS time type Part time posted on Posted Yesterday job requisition id We're building a relationship-oriented bank for ...
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Client Service Representative
Found in: beBee S2 CA - 1 week ago
CIBC Halifax, Canada Paid WorkWe're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...
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client support representative
Found in: Talent CA 2 C2 - 2 days ago
Mediaocean Canada Limited Halifax Regional Municipality, CanadaEducation: · Expérience: · Education · College/CEGEP · Tasks · Respond to users experiencing difficulties with computer · Consult user guides, technical manuals and other documents to research and implement solutions · Provide advice and training to users in response to identif ...
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client support representative
Found in: Talent CA 2 C2 - 2 days ago
Mediaocean Canada Limited Halifax Regional Municipality, CanadaEducation: College/CEGEP · Experience: 2 years to less than 3 years · Tasks · Respond to users experiencing difficulties with computer · Consult user guides, technical manuals and other documents to research and implement solutions · Provide advice and training to users in respon ...
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Client Services Representative
Found in: Talent CA C2 - 1 day ago
AGAT Laboratories Shearwater, Canada Full timeAGAT Laboratories is a full-service laboratory with locations across Canada. We are the most diversified laboratory in Canada. Our scientists are highly-skilled and specialized in the fields of biochemistry, chemistry, microbiology, geology, engineering and other specialty servic ...
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Overnight Client Service Representative
Found in: Jooble CA O C2 - 2 days ago
Halifax Regional Municipality Halifax, NS, CanadaHRM is inviting applications for a for the temporary (up to 18 months), full-time position of Customer Service Advisor in the Planning & Customer Engagement division of Halifax Transit. Halifax Regional Municipality (HRM) is committed to reflecting the community it services and r ...
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Sales Representative for Client Services Full Time
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Sally Beauty Holdings, Inc. Halifax, NS, Canada Full timeOutside Sales Consultant- CosmoProf Halifax NS · Job Title: DSC (Distributor Sales Consultant) · The Distributor Sales Consultant is responsible for an assigned territory of customers to which their main focus is to help grow their salons overall sales. The DSC will be responsi ...
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Sales Representative
Found in: Appcast CA C2 A - 2 days ago
Combined, a Chubb Company Halifax, CanadaAre you an enthusiastic and results driven individual with a desire for independence and flexibility in how you manage your workday? Do you want to make a positive impact on your community and the clients you serve? As an Independent Sales Representative for Combined Insurance, t ...
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Sales Representative
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Ascent Halifax Halifax Regional Municipality, CanadaAre you a results-oriented individual with a passion for building meaningful connections and making a positive impact? Join Ascent, a leading agency that partners with both big retailers and non-profit organizations to drive engagement and raise funds for impactful causes. Be par ...
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Retention Manager
Found in: Appcast CA C2 A - 20 hours ago
Cartier Miller Inc Halifax, CanadaRetention and Loyalty Manager in the digital gaming industry · Cartier Miller is pleased to represent an innovative and consumer driven marketing company for the recruitment of their Retention and Loyalty Manager. · The role is in Halifax, Nova Scotia. The company offers a flexib ...
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Remote Customer Service Representative Bilingual-French/English
Found in: Jooble CA O C2 - 1 day ago
Canadian Imperial Bank of Commerce Halifax, NS, CanadaCustomer Service Representative - ISI Contact Center - Bilingual French (Remote in Halifax) page is loaded Customer Service Representative - ISI Contact Center - Bilingual French (Remote in Halifax) · Apply locations Halifax, NS time type Full time posted on Posted 2 Days Ago job ...
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Sales Agent Online
Found in: Jooble CA O C2 - 2 days ago
Steele Auto Group Halifax, NS, CanadaSteele Auto Group is committed to providing the Best Customer Buying Experience and to solidify ourselves as the "Trusted Destination for Everything Auto" for employees and customers alike. · Colonial Honda is seeking a Sales Representative to join our team · As a Sales Represen ...
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Inventory Planner Job
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Energy Jobline CVL Halifax, NS, CanadaMain Contractor · £45k - £55k + Car / Allowance + Benefits · Our client is a renowned tier 1 contractor with a reputation of delivering prestigious projects throughout the country, their name is synonymous with first class builds. · They are well established across both the Yo ...
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Sales Representative
Found in: Jooble CA O C2 - 2 days ago
Steele Auto Group Halifax, NS, CanadaDescription · Steele Auto Group is committed to providing the Best Customer Buying Experience and to solidify ourselves as the "Trusted Destination for Everything Auto" for employees and customers alike. · Colonial Honda is seeking a Sales Representative to join our team · A ...
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Associate (Full-Time)
Found in: Jooble CA O C2 - 2 days ago
Canadian Imperial Bank of Commerce Halifax, NS, Canada Full timeClient Associate CIBC Wood Gundy page is loaded Client Associate CIBC Wood Gundy · Apply locations Halifax, NS time type Full time posted on Posted 4 Days Ago job requisition id We're building a relationship-oriented bank for the modern world. As a member of CIBC Wood Gundy, you ...
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Business Development Representative
Found in: Talent CA A C2 - 2 days ago
Spar Group Halifax, Canada Full timeOverview: Account Manager · TELUS is looking for a self-starter with exceptional relationship building and sales skills to join the retail team. As an Account Manager (hybrid remote) with a territory encompassing the Atlantic provinces (NS, NB, PEI and NFLD & Labrador), you will ...
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Ocean Career: SEAMOR Business Development Representative—Halifax
Found in: Jooble CA O C2 - 2 days ago
ECO Magazine Halifax, NS, CanadaOcean Career: SEAMOR Business Development Representative—Halifax · ECO Posted On January 23, 2024 · SEAMOR Marine is a global leader in the research, development, manufacturing, and sales of Remotely Operated Vehicles (ROVs) used in diverse marine applications. Our cutting-edge ...
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Sales Catering Coordinator
Found in: Jooble CA O C2 - 2 days ago
EightSix Network Inc Halifax, NS, CanadaAs a locally owned landmark hotel, the Lord Nelson Hotel & Suites has earned a reputation for serving excellence. We offer a variety of positions under one roof, creating a great opportunity for mobility and growth. Our most essential resource is our employees. Join the best team ...
Financial Client Representative - Halifax, Canada - Financial Horizons Group
Description
Français en dessous
The 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