Customer Service Rep, Dynamic Funds - Scotiabank, Montreal

AI Summary

Scotiabank is seeking a Customer Service Representative for Dynamic Funds in Montreal, Quebec. This role involves interacting with customers, primarily financial advisors, to provide support on investment products and services and resolve account-related issues. Key requirements include excellent customer service and communication skills in both English and French, alongside strong problem-solving abilities. Candidates with a finance degree or CSC/IFIC certification are highly valued for this dynamic call centre position.

About the Role at Dynamic Funds

As a Customer Service Representative with Dynamic Funds, a wholly owned subsidiary of Scotiabank, you will be an integral part of a dynamic team based in Montreal. This role primarily involves interacting with customers, specifically financial advisors and associates, via phone to provide comprehensive customer service. You will respond to inquiries regarding Dynamic Funds' diverse range of investment products and services, assisting with the resolution of issues related to accounts and transactions. The position requires a proactive approach to analyze accounts, determine appropriate follow-up actions, and consistently respond to customers' needs in a timely and efficient manner. Maintaining familiarity with departmental policies and procedures is crucial to ensure seamless service delivery and effective wealth management support for our valued customers.

Developing Your Skills and Expertise

Success in this customer-centric role hinges on a robust set of skills, including excellent organizational, analytical, and problem-solving capabilities. You will need strong communication skills in both English and French, as the work involves regular interaction with groups and individuals based in Toronto, as well as a diverse clientele who speak English. The ability to listen attentively, understand complex inquiries, and handle customer complaints effectively is paramount. This position requires a blend of independent work and cooperative collaboration with team members, acting as a liaison between clients and other Dynamic Centres of Excellence. You will strive to exceed qualitative and quantitative performance standards set by the department daily, demonstrating strong time management and change management skills within an inbound call-centre environment. This is an excellent opportunity to apply your expertise in a fast-paced setting, contributing to the overall management of customer satisfaction.

Ideal Candidate Profile

The ideal candidate for this Customer Service Representative position will possess a strong foundation in finance or related studies, with a university degree being a significant asset. Knowledge of MS Office and industry databases, such as iFast™, is also beneficial. While not strictly required, CSC or IFIC certification is a definite asset, demonstrating a foundational understanding of investment products and mutual funds. Scotiabank and Dynamic Funds value individuals who are empowered, experienced, and passionate about delivering exceptional service. If you have the drive to contribute to a leading Canadian wealth management firm and possess the necessary skills to support our customers effectively, we encourage you to apply.