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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong customer service skills with a focus on delivering exceptional experiences, accuracy, and professionalism. Proficient in navigating multiple software applications while maintaining attention to detail and meeting productivity targets.
Highest-signal resume keywords
Customer Service ExperienceTechnical ProficiencyAttention To DetailEffective Listening SkillsBilingual: English And French
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
EmpathyPositive AttitudeTeamwork And CollaborationAbility To MultitaskWillingness To Innovate
Industry Keywords
Financial Services IndustryInvestment ProductsSegregated FundsRRSPsRRIFs
About the role
Key responsibilities & impact- Handle customer and financial advisor inquiries by phone regarding contracts, products, and procedures
- Deliver an exceptional customer experience with accuracy and professionalism
- Provide callers with complete information
- Resolve most questions on the first call by researching information in resource systems
- Meet department productivity and quality targets
- Meet targets related to call audits focused on the customer experience
- Complete six weeks of training on products, procedures, and applications
- Participate in performance monitoring to ensure quality and productivity targets are met
Requirements
What you’ll need- Previous customer service experience
- Punctuality and attendance are essential
- Positive attitude and high energy
- Empathy
- Consistent focus on finding ways to improve the customer experience
- Desire to make a difference in the customer experience
- Eagerness to learn and grow within a dynamic global company
- Technical proficiency
- Ability to navigate multiple software programs and applications
- Attention to detail
- Effective listening skills
- Ability to understand questions and/or request additional information or clarification for better understanding
- Willingness to challenge the status quo and innovate
- Ability to multitask
- Ability to learn and apply new knowledge
- Ability to work in a highly structured environment
- Teamwork and collaboration skills
- Ability to work in a fast-paced environment
- Ability to accept regular feedback and implement suggested improvements
- Asset: experience in the financial services industry
- Asset: understanding of investment products offered to Canadian investors (e.g., RRSPs, RRIFs)
- Knowledge of segregated funds is a definite asset
- Bilingual: fluent in English and French
Benefits
Comp & perks- Six weeks of training on products, procedures, and applications
- Health insurance
- Dental insurance
- Mental health benefits
- Vision insurance
- Short- and long-term disability insurance
- Life insurance and accidental death and dismemberment (AD&D) insurance
- Adoption and surrogacy benefits
- Wellness benefits
- Employee and Family Assistance Programs
- Retirement savings plans, including a pension plan
- Global employee share ownership plan with employer matching contributions
- Financial education and advice resources
- Paid time off in Canada, including statutory holidays, vacation, personal days, and sick days
- Comprehensive statutory leave programs
- Incentive programs and performance-based compensation tied to company and individual performance