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Company:
Finance Professionals Inc
Category:
Management
Posted: July 1, 2024
JOB DESCRIPTION
Location:Hybrid (Montreal, Quebec)
Duration:18 months
Our client, a leading financial institution in Montreal, Quebec is looking for aClient Services Representative - Bilingual tobe accountable for providing high quality client service to an assigned group of fee or non-fee paying clients, through the management of day-to-day account activity. The successful candidate will have the opportunity to work with one of the Top 5 Banks in Canada.
Typical Day in role:
Finance professional is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. We advocate for you and welcome anyone regardless of race, color, religion, national origin, sex, physical or mental disability, or age.
•
Location:Hybrid (Montreal, Quebec)
Duration:18 months
Our client, a leading financial institution in Montreal, Quebec is looking for aClient Services Representative - Bilingual tobe accountable for providing high quality client service to an assigned group of fee or non-fee paying clients, through the management of day-to-day account activity. The successful candidate will have the opportunity to work with one of the Top 5 Banks in Canada.
Typical Day in role:
- Ensurethat client service is a priority when dealing with and responding to day-to-day queries and requests
- Ensure a superior level of service is maintained at all times, share knowledge of pending issues and escalate items where necessary to the line manager or the relevant Manager Service Assurance
- Collaborate with Manager Service Assurance and other groups within Client Services and Operations, Client Service Representatives (CSRs) to promptly resolve queries and assist in the development of solutions to address clients' needs and or issues
- Ensure all risk management and compliance policies are adhered to
- Basic capability to use Outlook, Word, Excel
- Active learning
- Operational delivery
- Good interpersonal relationship management
- Detail-oriented
- Adaptability
- Customer service
- Communication
- Product service
- Problem solving skills
- English - Fluent in writing and speaking
- French - Fluent in writing and speaking
- Banking experience
- Bachelor degree
Finance professional is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. We advocate for you and welcome anyone regardless of race, color, religion, national origin, sex, physical or mental disability, or age.
•
Read the full job description and apply online on the recuiter's web-site
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