● 招聘公司： 蒙特利尔银行金融集团（BMO Financial Group）点击申请● 招聘职位： 数字投资顾问（customer Service Representative） ● 工作内容： - Conduct personal consultations with prospects and clients, ensuring their pre and post onboarding experience is effortless.
- Analysis of financial information and assisting with financial decisions to help clients plan for short and long term savings and investment goals.
- Explain complex transactional and financial investment principles clearly.
- Deliver an above-and-beyond client experience through multiple channels including phone, email, live chat.
- Champion change and continuous improvement of client service by identifying opportunities and following them through to implementation
- Troubleshoot customer issues and concerns, investigating why they happened, and communicating with multiple teams to find rapid resolutions.
- Act as the internal voice of the clients, offering insights to all areas of the business to help build a better product.
- Suggest improvements to company processes (e.g., website, FAQ, UI/UX, back office procedures, etc.)
● 工作要求： - 1 - 2年相关工作经验；
- 有金融服务、零售银行或客户服务工作经验；
- 成功完成加拿大证券课程及行为与实务手册；
- 丰富的知识和熟悉常见的财富管理策略；
- 良好的书面和口头沟通能力；
- 能够在快节奏的环境中适应和发展；
- 要求掌握双语(英语和法语)
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