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;
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：
金融或相关专业大学学历或同等学历及工作经验；
CSC/IFIC认证；
掌握双语（法语和英语）；
熟悉微软办公软件；
拥有行业数据库知识（即Ifast）；
优秀的客户服务和沟通能力；
具有团队协作能力；
能够及时倾听、理解和处理客户的询问、问题或投诉；
优秀的组织分析能力；
良好的解决问题和时间管理能力；
良好的应变能力和管理能力。
● 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.