Receive and responds to all customer inquiries and issues relating to registered plan, policy and procedure, fund and account details;
Work on special projects as required.
Maintain familiarity with policies and procedures of the department and the Centres of Excellence;
Perform follow-up calls to clients to inform them of the status of their request until completion;
Escalate customer concerns/issues to immediate Supervisor when required
Act as a liaison between clients and other Dynamic Centres of Excellence ;
Conduct preliminary analysis on research requests;
Interface with other departments to insure customer requests are being processed in a timely manner and may have to execute quality control upon customers’ request
● 职位要求：
大专以上学历或同等学历与工作经验相结合;金融或相关专业本科以上学历，有一定资产。
CSC/ IFIC认证明确资产;
掌握双语(法语和英语);
具备办公软件知识;
行业数据库知识(即Ifast);
良好的客户服务和沟通技巧;
具有独立工作能力和团队协作能力;
能够及时倾听、理解和处理客户的咨询、问题或投诉;
优秀的组织和分析能力;
良好的解决问题和时间管理能力;
良好的灵活性和变革管理技能。
● REQUIRED QUALIFICATIONS：
College Diploma or the approved equivalent combination of education and work experience; University degree in Finance or related studies, a definite asset.
CSC/ IFIC certification definite asset;
Bilingual (French & English) definite asset;
Knowledge of MS Office;
Knowledge of industry databases (i.e. Ifast);
Excellent customer service and communication skills;
Ability to work independently and cooperatively as a team;
Ability to listen, understand and handle customer inquiries, problems or complaints in a timely manner;
Excellent organizational and analytical skills;
Good problem-solving and time management skills;
Excellent flexibility and change management skills.