- Hybrid role - 3-4x days on site
- Hourly Rate: 28-30/hr T4
- 6 Month Contract to start with extensions

:

Provides daily operational service support and ensures the delivery of exceptional client experiences. Resolves client problems in a prompt and effective manner, while ensuring that enhancement opportunities are identified and addressed or referred during client service interactions.

- Ensures that tickets are resolved per client’s expectations
- May be able to apply interest adjustments based on limits.
- Tracks collection of client service fees.
- Analyses client feedback, market trends, and competitive intelligence to provide actionable insights for strategic planning.
- Identifies process improvements to meet client needs more efficiently.
- Provides input into the planning and implementation of operational programs.
- Participates in audit and customer issues resolution
- corrects issues or escalates per guidelines.
- Participates in audit and client issue resolution, addressing irregularities and driving corrective actions ensuring proper escalation per established procedures.




- Implements high-impact service strategies that align with client business objectives, ensuring exceptional value and service delivery.

Qualifications:

- 3 – 5 years of relevant experience in Client Relationship, Financial Services or Service Excellence in a corporate or banking workplace is preferred.
- Bachelor’s degree preferred; Business Administration, Finance or Marketing preferred. Any other related discipline or commensurate work experience considered.
- Specialized knowledge from education and/or business experience.

Intermediate level of proficiency:

- Product Knowledge
- Regulatory Compliance
- Data Analysis Reporting
- Document Management
- Microsoft Office
- Problem-Solving
- Collaboration
- Detail-Oriented
- Teamwork

*We may use artificial intelligence tools to assist with the screening, assessment, or selection of potential applicants for this position.

Vacancy: This posting is for a currently vacant role, and the successful candidate will be hired into an existing open position.

📌 Senior Customer Service Advisor (Toronto)
🏢 Insight Global
📍 Toronto