Client Services Representative
$52,000–$53,500 year
Hybrid · Toronto, Ontario, Canada
Job Summary
Client Services Representative for AGF responsible for serving as the primary contact for advisors and investors, resolving account, transactional, procedural, and product queries primarily over the phone, maintaining up-to-date knowledge of AGF products, and supporting a positive client experience. The role requires rotating shifts between 8 AM and 8 PM, Monday to Friday, with a hybrid work arrangement (remote 3 days/week and in-office 2 days/week at the Toronto downtown office). The successful candidate will build rapport with clients, interface with internal teams as needed, and contribute to a collaborative team environment. A post-secondary education and background in financial services (preferred Canadian Securities Course and/or IFIC) are expected, along with 1-3 years of contact centre experience and strong communication, multitasking, and problem-solving abilities.
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
- Be a self-starter with ability to navigate multiple computer applications
- Ability to problem solve and work well under pressure
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