04 Nov
|
Scotia Global Asset Management
|
Montreal
04 Nov
Scotia Global Asset Management
Montreal
Join Dynamic 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 dynamic 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 Dynamic 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 Robust problem-solving and organizational abilities Leverage your bilingual skills to thrive in customer service at Dynamic Funds in Montreal.
📌 Asesor Bilingüe (Montreal)
🏢 Scotia Global Asset Management
📍 Montreal