Bilingual Client Administrator



DETAILS

Location: Toronto, ON, M5C 2V9
Employee Type: Contract
Experience: 2 - 5 years
Education: Associate degree
Travel Required: none

DESCRIPTION

A Wealth of Opportunity awaits you at Dynamic Funds

As a successful candidate, you will have the opportunity to…

· Report directly to the Supervisor, Outbound Call Team; and

· Provide excellent service to clients by researching and resolving ‘Not In Good Order’ requests.

Key Responsibilities:

· Conduct pre-call research;

· Place outbound calls to resolve NIGO items;

· Respond to escalated calls from clients and provide appropriate resolution

· Clear/concise language, quick follow-ups as necessary;

· Translate French documents

· Process financial & non-financial mutual fund transactions;

· Quality control of team tasks as required;

· Improve team accuracy and knowledge through effective communication;

· Investigate and track system issues and develop workarounds/solutions;

· Work with supervisor to define and enhance procedures;

· Work with supervisor to ensure all team members are fully cross-trained;

· Work with team to provide proactive solutions to problems and potential issues

· Improve service levels by continually reviewing processes/procedures and identifying opportunities for enhancement; and

· Participate in special projects/assignments; perform other duties as required.

Skills and Experience:

· Must be fully bilingual in French and English;

· Good call efficiency while maintaining quality customer service;

· Good understanding of Dynamic policy/procedure;

· Minimum 2 to 3 years experience in customer service

· Good product knowledge (funds, account characteristics, industry knowledge);

· Strong problem-solving skills;

· Good verbal & written communication skills;

· Ability to prioritize & organize incoming work;

· Excellent time management skills;

· Ability to work in a fast-paced, constantly changing environment;

· Ability to multi-task; and

· Ability to meet and maintain specified minimum productivity and quality standards.

Please note: This is a 10 month contract position

Dynamic Funds is managed by GCIC Ltd., an affiliate of Scotiabank.

Addressing your financial needs as well as your overall health and well-being are top priorities at the Scotiabank Group. We are committed to offering a competitive Total Rewards package.




REQUIREMENTS



THIS JOB IS EXPIRED

COMPANY

DundeeWealth
1 Adelaide Street East, 28th Floor

Toronto, ON M5C 2V9
CANADA