Advisor Relations Customer Service Representative (Mississauga)

Advisor Relations Customer Service Representative (Mississauga)

05 Nov
|
iA Financial Group (Industrial Alliance)
|
Mississauga

05 Nov

iA Financial Group (Industrial Alliance)

Mississauga

Support advisors remotely as a Customer Service Representative specializing in Advisor Relations, using active listening and analytical problem-solving skills. Work a fixed 9:00 a.M. to 5:00 p.M. schedule.You will serve as the first contact for advisors and their clients, resolving inquiries efficiently while providing guidance. The position combines phone and email support, technical troubleshooting, documentation, and follow-up. Success requires transparent communication, organization, accountability, and effective priority management. You will support English and French-speaking advisors and clients daily.Key Responsibilities:Respond to inbound calls professionally using active listeningProvide accurate phone and email inquiry responsesTest, troubleshoot,



and resolve tool-related technical issuesDocument calls and emails in JIRAEscalate unresolved issues and follow up within timelinesRequirements:Excellent verbal and written communication skillsStrong analytical, organizational, and problem-solving abilitiesTwo to three years in mutual fund call center operationsAdvanced French proficiency for daily advisor supportIFIC Operations Course completion considered an assetBring bilingual communication, technical support, and customer service expertise to Advisor Relations while supporting reliable advisor experiences remotely.

📌 Advisor Relations Customer Service Representative (Mississauga)
🏢 iA Financial Group (Industrial Alliance)
📍 Mississauga

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: advisor relations customer service representative (mississauga) / mississauga

Subscribe to this job alert:

Get the latest job offers by email for: advisor relations customer service representative (mississauga) / mississauga