Join Agile Funds in Montreal as a Bilingual Customer Service Representative. Deliver exceptional service to Advisors and Associates while handling inquiries and resolving issues effectively.

This role requires interacting with customers via phone to support inquiries related to Dynamic Funds' offerings. As part of a agile and empowering culture, you will work closely with team members to analyze accounts and provide tailored solutions. This position prioritizes excellence in performance within an inbound call-center setting.

Key Responsibilities
Provide effective customer service via phone interactions
Liaise between clients and Energetic Centres of Excellence
Analyze accounts and implement appropriate follow-up
Strive to exceed department performance standards daily
Assist with special projects as required

Requirements:
University degree in Finance or related field preferred
Knowledge of MS Office and industry databases
CSC/IFIC certification is a definite asset
Fluent in English and French communication skills
Strong problem-solving and organizational abilities

Leverage your bilingual skills to thrive in customer service at Dynamic Funds in Montreal.

📌 Bilingual Customer Service Representative Montreal
🏢 Scotia Global Asset Management
📍 Montreal