QUALIFICATIONS:

• Strong English and Mandarin/Cantonese communication (verbal, written, and transcription), analytical and time-management skills, along with an attention to detail.
• Canadian investment knowledge (either from work experience or personal)
• Must be able to meet with the technological and confidentiality requirements of the role (i.e. private and quiet space, Internet connectivity, etc.)
• University or College degree/diploma or a minimum of 1 year of relevant business experience in a client service role, driven to help meet clients’ needs.
• Ability to work independently as a Remote Office Employee (ROE), working in your home office with proven time management, organizational and problem solving skills
• Excellent team building, problem resolution, and computer navigation skills, as well as strong initiative and the ability to multi task.
• Exceptional customer service skills and, friendly and professional telephone skills.
• Full flexibility to be scheduled for 37.5 hours weekly, anytime during: Monday - Sunday, 7 a.m. - 8 p.m. EST (8 hour shifts)
• completion of the CSC or CPH courses is an asset, but not required

RESPONSIBILITIES:

• Proactively uncover opportunities to match customer needs through effective communication and probing skills to help guide clients to available products and services offered by Direct Investing.
• Work within specified performance metrics for all client communications (verbal or written).
• Uphold a professional image of the bank and Direct Investing Inc. at all times.
• Actively promote the capability and functionality of the Direct Investing website and mobile capabilities, proactively identifying self-service opportunities for clients.
• Provide helpful and engaging, knowledgeable, accurate, responsive, and professional services to clients, including prompt and courteous completion of trade instructions via telephone, or electronic means, all within regulatory requirements and guidelines.
• Understand and apply industry rules and regulations (e.g., IIROC, Provincial, etc.), as well as Bank Enterprise and Direct Investing Inc. policies and procedures to all activities performed.
• Accurately execute client instructions within defined authorities and ensure clients have the means to meet trade settlement obligations.