Investor Services Customer Representative (Montreal)

Investor Services Customer Representative (Montreal)

24 Oct
|
CIBC
|
Montreal

24 Oct

CIBC

Montreal

Support Investor Services clients through phone and online channels using robust interpersonal skills and accurate needs assessment. Work flexibility spans CIBC's contact centre hours.

As a Customer Service Representative on CIBC's Investor Services Inc. team, you will serve clients including Investors Edge. You will listen carefully, resolve requests promptly, and refer matters when needed. This non-advice group does not provide investment recommendations or product advice.

Key Responsibilities:

- Recognize and accurately assess each client's needs
- Resolve client requests through phone and online channels
- Use written, verbal, and interpersonal communication skills
- Refer clients to related service groups or management
- Support clients using Investor Services products and platforms

Requirements:

- Degree or diploma in business
- Fluency in French and English
- Strong relationship-building and interpersonal skills
- Ability to navigate multiple applications and dual monitors
- Canadian Securities Course designation considered an asset

Apply client engagement, problem solving, and product knowledge to deliver accurate Investor Services support at CIBC.

📌 Investor Services Customer Representative (Montreal)
🏢 CIBC
📍 Montreal

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