Client Service Representative

at  Robertson and Company

Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.
Introduction: Prime Hires is seeking a skilled Client Service Representative to join our client.
Contract Dates: 4 months with potential to extend or convert
Pay Rate: $24 per hour
Business Hours: Monday to Friday (Hybrid)

Job Responsibilities:

• Action and record not in good order (NIGO) documentation provided by advisors
• Maintain a consistent and superior client experience
• Respond to and service inbound calls and emails initiated by our clients to achieve mutually satisfactory solution while complying with policies, practices, and procedures
• Initiate outbound calls to advisors that require clarification when requests are not in good order
• Investigate, research, and resolve account issues with thorough follow-up as the situation requires
• Identify opportunities for the sales team through client referrals and sentiment
• Continuously promote methods to improve quality service delivery
• Contribute to qualitative & quantitative measurements of success
• Superior interpersonal and communication skills
• Strong financial market knowledge
• Consistent adherence to established audit and compliance guidelines

Experience & Qualification Requirements:

• Mutual Funds and investments - 1 year (internship/co-op) in Canadian banking environment
• CSC/IFIC Canadian Investment Funds Course Completed
• Minimum of 1+ years in client service and/or industry related experience
• Familiarity with MS Word, Excel, and other Windows based PC applications
• Tech savvy - quick learner who can pick up on new internal systems
• Nice to have Bilingual (French/English)

Personal Attributes:

• Organizational and Planning Skills: Effective prioritization and task management
• Communication Skills: Strong oral and written abilities
• Adaptability and Flexibility: Thriving in fast-paced environments and managing high workloads with conflicting deadlines
• Analytical Thinking and Initiative: Quick learning, proactive problem-solving, and taking ownership of issues

• Action and record not in good order (NIGO) documentation provided by advisors
• Maintain a consistent and superior client experience
• Respond to and service inbound calls and emails initiated by our clients to achieve mutually satisfactory solution while complying with policies, practices, and procedures
• Initiate outbound calls to advisors that require clarification when requests are not in good order
• Investigate, research, and resolve account issues with thorough follow-up as the situation requires
• Identify opportunities for the sales team through client referrals and sentiment
• Continuously promote methods to improve quality service delivery
• Contribute to qualitative & quantitative measurements of success
• Superior interpersonal and communication skills
• Strong financial market knowledge
• Consistent adherence to established audit and compliance guideline