Job Title

Customer Service Representative Location Address: 40 King Street W - Onsite Fully for the first 2 Month (moving to 3 days in office depending on performance) Duration: 6 months Extension: Potentially FTE: Potentially Typical Day in the Role: Resolving client telephone and email inquiries timely and effectively Using discretion and problem solving skills to satisfy the requirements of the customers request Contributing to ideal centre functionality by adhering to goals, policies, and procedures Utilizing key mind for sales to recognize and initiate opportunities for cross-selling and referrals Facilitating a culture of communication, participation, and collaboration by being an actively positive member of your team Must Have Skills: 1) 2-4 years of Financial industry experience 2) General understanding of investment products and account types 3) General understanding of brokerage services 4) 2+ years Experience in a Customer Service capacity, particularly in a Contact Center environment is an asset Nice to have Skills Previously completed a CSC course