Description

Bilingual French and English Direct Investing Customer Service Representative

What is the opportunity?

If you possess a client-focused mindset and have the ability to identify client centric solutions, this role gives you a great opportunity to grow with our Clients Direct Investing team and beyond. As a Direct Investing Customer Service Representative, you provide clients with helpful and engaging, professional, efficient, and knowledgeable service over the phone or through electronic communications. You are diligent and resourceful with a strong sense of curiosity and desire to learn new things. Effective problem resolution, exceptional client service and passion for the investment industry is crucial to your success in this role, along with the ability to thrive in a fast-paced and highly collaborative team environment. This is a full-time and shift oriented role with the ability to work from home and/or at the contact center.

What will you do?

• Respond to clients' needs and proactively uncover opportunities to match customer needs through effective communication and probing skills to help guide clients to available products and services offered by Direct Investing.

• Actively promote the capability and functionality of the Clients Direct Investing website and mobile capabilities, proactively identifying self-service opportunities for clients.

• Provide helpful and engaging, knowledgeable, accurate, responsive, and professional service to clients, including prompt and courteous completion of client instructions that don't require a securities license, via telephone, or electronic means, all within the Direct Investing policies, procedures and guidelines while adhering to regulatory requirements

• Understand and apply industry rules and regulations (e.g. IIROC, Provincial, etc.), as well as Enterprise and Direct Investing policies and procedures to all activities performed.

• Accurately execute client instructions within defined authorities.

• You will collaborate with other partners (i.e. branch) supporting/assisting with account openings while delivering exceptional client and employee experiences.

MUST HAVES:

1. Fluent in English and French

2. Investment knowledge through work or personal banking (familiar with RSP/TFSA/ETF/mutual fun/stock/bond)

3. Customer Service or call center

4. Full flexibility to work a variety of shifts ranging between 7AM to 8PM, Mondays to Saturdays

#TEKbank25

Pay and Benefits

The pay range for this position is $26.00 - $27.00/hr.

Workplace Type

This is a hybrid position in Mississauga,ON.

Nous sommes un fournisseur de services aux entreprises et de technologies. Nous accélérons la transformation de nos clients. Notre compétence en stratégie, conception, exécution et opérations libère la valeur de l'entreprise par un éventail de solutions. Nous sommes une équipe de 80 000 personnes qui collaborent avec plus de 60 000 clients, notamment 80 % du Fortune 500 en Amérique du Nord, Europe et Asie, qui collaborent avec nous dans le cadre de nos capacités full-stack et notre rythme. Nous sommes des penseurs stratégiques, des collaborateurs pratiques qui aident les clients à exploiter le changement et maîtriser le dynamisme de la technologie. Nous bâtissons le futur en livrant les résultats et en créant un impact positif dans nos communautés mondiales. TEKsystems et TEKsystems Global Services sont des entreprises d'Allegis Group. Découvrez d'autres informations à TEKsystems.com.

We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.