Client Services Representative
$52,000–$53,500 year
Hybrid · Toronto, Ontario, Canada
Job Summary
Be the primary contact for advisors/investors to provide insight/solutions for account, transactional and product queries, primarily over the phone, in accordance to established Service Level Standards. Resolve customer requests you are accountable for and interface with other parts of the organization as needed. Maintain a high level of professionalism with clients and work to establish a positive rapport with every caller. Be able to work rotating shifts, between 8 AM and 8 PM, Monday to Friday. Maintain up-to-date knowledge on AGF products, services, policies, and procedures to provide accurate and complete information to advisors/investors. Actively participate in building a supportive team environment that fosters positivity and engagement.
Required Qualifications
- Post-secondary education completed
- preferably Canadian Securities Course and/or applicable IFIC courses
- 1 to 3 years of experience in a contact centre role, with a financial services company or fund company that distributes via financial advisors or with a fund company service provider
- Excellent communication skills, listening and written skills
- Ability to navigate between different computer applications and multi-task while maintaining quality customer interactions
- Be a self-starter and contribute to a positive team environment
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