Customer Relationship Specialist


Location: Montreal, QC, H3B 4G7
Employee Type: Contract
Experience: 2 - 5 years
Education: Associate degree
Travel Required: none


A Wealth of Opportunity awaits you at Dynamic Funds
As the successful candidate you will have the opportunity to…
  • Interact with customers via phone to provide effective customer service in response to inquiries and/or issues regarding accounts and related issues.
  • Analyze accounts, determine and initiate appropriate follow-up and respond to customers’ needs.
  • Strive to meet or exceed performance standards set by the department on a daily basis in an inbound call-center environment.


Key Responsibilities:


  • Receive and responds to all customer inquiries and issues relating to fund and account details;
  • Interface with other departments to insure customer requests are being processed in a timely manner;
  • Conduct preliminary analysis on research requests;
  • Act as a liaison between clients and the Client Resolutions team;
  • Escalate any customer concerns/issues to immediate Supervisor;
  • Perform follow-up calls to clients to inform them of the status of their request;
  • Maintain familiarity with policies and procedures of the department; and
  • Work on special projects as required.


Skills and Experience:


  • College Diploma or the approved equivalent combination of education and work experience;
  • CSC/ IFIC certification definite asset; 
  • Bilingual (French & English) definite asset;
  • Knowledge of MS Office;
  • Knowledge of industry databases (i.e. Ifast and Dataphile );
  • Excellent customer service and communication skills;
  • Ability to work independently and cooperatively as a team;
  • Ability to listen, understand and handle customer inquiries, problems or complaints in a timely manner;
  • Excellent organizational and analytical skills;
  • Good problem-solving and time management skills;
  • Excellent flexibility and change management skills; and
  • Demonstrates interest to learn.


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.




Dynamic Funds