30 Jul
|
Robert Half
|
Canada
30 Jul
Robert Half
Canada
We are looking for a Bilingual (English/French) Client Services Specialist to join our client''s team in Toronto, Ontario on a contract basis.
In this hybrid role, you will deliver attentive, detail-oriented service to clients while supporting day-to-day branch and customer service activities.
This prospect is ideal for someone who enjoys helping people, handling a variety of service requests, and connecting clients with the right financial solutions.
Responsibilities: Provide courteous and detail-oriented assistance to clients across in-person, phone, and email interactions, ensuring a positive service experience.
Support account-related requests, including assisting with current account setup, processing routine transactions, and responding to walk-in client needs at the branch.
Speak with clients to understand their banking or financial service needs and direct them to the appropriate specialist or self-serve channel when suitable.
Maintain accurate records by completing data entry, updating client information, and documenting service activities in a timely manner.
Respond to inbound inquiries and complete follow-up communications as needed to resolve issues and support ongoing client requests.
Remain informed about the organizations products and services in order to provide relevant guidance and appropriate referrals.
Follow established regulatory, privacy, and internal compliance standards in all client interactions and daily tasks.
Contribute to branch operations and take on additional duties as required, including supporting the hybrid work model with regular office attendance.
📌 Client Services Specialist Toronto (Canada)
🏢 Robert Half
📍 Canada