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【招聘职位】 行政助理（Administrative Assistant）点击申请 【职位信息】 全职 地点： Canada-Quebec-Montréal-1250 Rene Levesque Blvd. W, Suite 3100 【工作介绍】 The Administrative Assistant is accountable for providing administrative support to Investment Advisor(s) by providing service directly to clients and/or for the IA team(s). Unlicensed Administrative Assistants are expected to work toward IIROC licensing.
In this role, you will get the opportunity to pursue your CSC and CPH as you work toward being a registered Client or Administrative Associate and gain experience to advance your career into other roles within the brokerage environment and CIBC. This position is a great opportunity to learn the investment business in professional, dynamic work environment in one of Canada’s . 【工作内容】 Support the IA(s) by and their teams by: - Maintaining positive client relationships
- Providing timely and accurate responses to client requests
- Maintaining compliance standards in client dealings/client files
- Conduct administrative activities and engage in administrative processes associated with supporting the IA(s) and teams
Engage in all marketing and business development activities and assist in the development of investment plans and written proposals for prospects and clients As determined by the IA, assist in processes to direct assets into suitable financial products based on the client’s risk/reward tolerances and demographic profile
Understand CIBC’s vision, values and mission and how they contribute to CIBC being the leader in client relationships
【工作要求】
In process of completing the Canadian Securities Course (CSC) & Conduct & Practice Handbook (CPH) Financial Services and/or Brokerage industry experience preferred Must have a basic understanding of investment portfolios and current knowledge of daily market activities Should have working knowledge of various quotation equipment and computer software including word processing, spreadsheet and industry specific software
【招聘职位】 （Bilingual Customer Service Representative- Call Center）
【职位信息】
全职
工作地点：Canada-Quebec-Montréal-1155 Boul, Rene Levesque O Suite 900
【工作内容】
- Identifying customers’ needs, independently resolving disputes and responding to credit service related inquiries received via verbal/written/e-mail communication from internal or external customers and other financial institutions.
- Ensuring accurate information regarding policies and procedures, credit card acceptance and obligation is provided in a prompt, efficient and professional manner.
- Listen actively to clients’ questions or concerns to determine the problem, do research or take necessary measures to achieve resolution, relying on good judgment, decision-making skills and procedural knowledge
- Respond to incoming or outbound calls, in a pleasant, courteous, knowledgeable and professional manner. Linking all aspects of the call within expectations of the Branded Customer Experience.
- Take full ownership of the call and respond by telephone and/or in writing in a friendly, courteous, informed and professional manner that meets our national quality guide.
- Re-direct non-Dispute/Credit related calls to the appropriate area for handling.
- Gather information as required by the V.I.O.R. to process and support chargeback; Request and send customer correspondence and follow-up with customer when necessary.
- Understand, update and validate customer’s information in capstone queue; complete the process by adjudicating the credit card application and provide a (approval or refusal) response to the customer.
- Resolve credit card application inquiry by utilizing most current Review, Secured,
- Duplication, Missing and Verification rules in conjunction with credit bureau reports and financial analysis to assist in the final decision
- Process credit limit change requested from cardholder and/or branch, using clear and empathetic judgment when evaluating a request.
- Process Balance Transfer request
- Process Account Re-instatement where credit was revoked
- Actively participate as a member of the team, work effectively with others, sharing knowledge and experiences, with a goal of achieving customer service excellence.
- Complete Manager assigned tasks in a timely manner.
- Adhere to scheduled shifts. Maintain attendance/punctuality record in line with the expectations outlined under the Customer Service & Operations Attendance in the Work Place program
【工作要求】
- Successful candidates must exhibit CIBC’s values of trust, team work, and accountability
- Candidates must have a minimum of 2 years of customer service experience with the ability to assess client needs, address difficult situations and foster strong client relationships
- Must have superior verbal and written communication and interpersonal skills in both English and French with a professional telephone manner and the ability to create clear, concise and professional written correspondence
- Must have demonstrated problem solving, analytical skills and decision-making skills. Strong problem solving techniques, with the ability to take ownership, ask relevant questions and define the root cause of the customer’s inquiry/concern in order to generate solutions. Be accountable for actions and decisions and be confident in the ability to support decisions.
- Must have good influencing skills. Knowledge of how to influence and the ability to apply the knowledge to gain assistance, support and commitment to desired objectives with customers and colleagues. Ability to effectively overcome objections and resistance to reach mutual resolution.
- Must have strong interpersonal skills sufficient to establish and maintain good working relationships. Excellent interpersonal relations, including the ability to assess a customer’s needs and address difficult situations while fostering good customer relationships and the ability to deal effectively with individuals at all levels. Ability to refute objections and over come resistance to find solutions that satisfied all parties.
- Must have demonstrated adaptability, flexibility and ability to multi-task in an ever-changing environment
- Must have computer literacy, strong keyboarding and internet navigation skills in a Windows-based environment
- Should have contact centre experience
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