Customer Service Rep (Financial Services)

by Agilus Work Solutions

Position Type: Contract
Location: Waterloo, Ontario
Date Posted: Sep 10, 2020
Agilus Work Solutions

Job Description

Agilus is recruiting for a CustomerService Representative (financial products) in Waterloo, ON  



+       Responsible for supporting Tier-1 complianceinquiries within standard guidelines and will ensure that thorough records aremaintained by documenting all actions.

+       Action control reports and address issues in atimely manner meeting monitored productivity and quality objectives

+       Help Associate Supervisory Managers with Tier1 supervision follow-ups

+       Communicate with advisors to solve theirpending supervisory inquiries

+       Track interactions using on-line systems

+       Provide superior customer service by beingproactive in meeting customer needs

+       Assist with department projects andinitiatives as needed



+       Excellent customer service skills with professionaltelephone etiquette

+       Bilingual in French is a strong asset

+       Knowledge of Wealth and financial products,specifically Mutual Funds

+       Solid analytical and problem-solving skillswith the ability to multitask proficiently in a fast-paced performance drivenenvironment

+       Computer proficiency

+       Open to receiving and incorporatingconstructive feedback and coaching

+       Handle stressful situations in a calm andprofessional manner

+       Experience working directly with advisors anasset


Other details:

+       Contract length: 3 months with potential forpermanent hire

+       Location: Waterloo, ON

+       Industry: Financial Services



Pleaseapply directly online or submit your resume to Alisha at

Weencourage you to visit regularlyas new and exciting employment opportunitiesbecome available daily!

Agilus,formerly: Design Group Staffing, Inteqna, Talentcor, LucasWorks!, Lucas ProfessionalSearch Group and Braun Valley Associates.

Accommodationsfor job applicants with disabilities will be provided upon request during therecruitment, assessment, selection and placement process. Alternate format availableupon request.

Keywords: Bilingual,French, customer service, finance, wealth, mutual funds, financial advisor,call centre.


Application Contact Information

Company Name:   Agilus Work Solutions
Application URL: Click here to apply online