Customer Service Representative, Call Centre, Dynamic - Montreal, QC
About the role
Requisition ID: 261746
Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto. Dynamic Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing professional investment advice to retail investors. Since then, we have evolved to become one of Canada's most recognized wealth management firms. We offer a comprehensive range of products and services, spanning every major sector, geographic region and investment discipline. Our financial solutions include open and closed-end investment funds, fee-based, tax-advantaged and customized high-net-worth programs
Dynamic is a Canadian success story, built on non-negotiable beliefs that drive everything we do. We attract top candidates because our culture allows us to be active (not reactive), results-oriented and passionate about sales. In short, our people are truly empowered, experienced, and Dynamic. We’ve built a foundation whereby different perspectives, ideas and backgrounds continue to help us grow the business.
Is this role right for you? In this role you will:
Interact with customers via phone to provide effective customer service in response to inquiries on Dynamic products and services and assist customers (mainly Advisors and Associates) with resolution of issues regarding accounts and related transactions. Collaborate with members of the team and act as a liaison between clients and other Dynamic Centres of Excellence Analyze accounts, determine, and initiate appropriate follow-up and respond to customers’ needs. Strive to exceed qualitative and quantitative performance standards set by the department daily in an inbound call-center environment. Maintain familiarity with policies and procedures of the department and the Centres of Excellence. Work on special projects as required.
Experience & Education
University degree in Finance or related studies (strong asset) Knowledge of MS Office and industry databases (i.e. iFast™) CSC/ IFIC certification is a definite asset.
Skills
Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:
Ability to work independently and cooperatively as a team. Ability to listen, understand and handle customer inquiries, problems, or complaints in a timely manner. Excellent organizational and analytical skills. Good problem-solving, flexibility, change management and time management skills. Excellent customer service and communication skills in English and French.
Hours Of Operation
January 1st to April 30th - Monday to Friday 8am-8pm
May 1st to December 31st - Monday to Thursday 8am-8pm and Friday 8am-6pm.
In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.
#SGAM
Location(s): Canada : Quebec : Montreal
We value the unique skills and experiences each individual brings to the bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment and selection process, please let us know. We will work with you to provide as seamless a recruitment experience as possible.
About Scotia Global Asset Management
Welcome to Scotia Global Asset Management. We offer a range of wealth management solutions, including mutual funds, ETFs, liquid alternative mutual funds, private asset funds and customized investment solutions for retail and private clients, institutions and managed asset programs. As one of Canada’s largest asset managers, we are backed by the global strength of Scotiabank and focused on helping clients across North America, the Caribbean, and Latin America achieve their financial goals through tailored solutions and comprehensive advice.
Follow for news, insights, thought leadership and more.
Commissions, trailing commissions, management fees and expenses may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed their values change frequently, and past performance may not be repeated.
Scotia Global Asset Management® is a provider of global investment management solutions and is a registered trademark of The Bank of Nova Scotia, used under license. Scotia Global Asset Management is a business name used by the following subsidiaries of The Bank of Nova Scotia: 1832 Asset Management L.P. (Canada), Scotia Administradora General de Fondos Chile S.A (Chile), Scotia Fondos Sociedad Administradora de Fondos Mutuos S.A. (Peru), Scotia Fondos S.A. de C.V. (Mexico), Sociedad Operadora de Fondos de Inversión Grupo Financiero Scotiabank Inverlat (Mexico), Scotiabank & Trust (Cayman) Ltd. (Cayman Islands); and Scotia Investments Jamaica Limited (Jamaica).
Our disclaimer: bit.ly/socialdisclaim
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Customer Service Representative, Call Centre, Dynamic - Montreal, QC
About the role
Requisition ID: 261746
Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto. Dynamic Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing professional investment advice to retail investors. Since then, we have evolved to become one of Canada's most recognized wealth management firms. We offer a comprehensive range of products and services, spanning every major sector, geographic region and investment discipline. Our financial solutions include open and closed-end investment funds, fee-based, tax-advantaged and customized high-net-worth programs
Dynamic is a Canadian success story, built on non-negotiable beliefs that drive everything we do. We attract top candidates because our culture allows us to be active (not reactive), results-oriented and passionate about sales. In short, our people are truly empowered, experienced, and Dynamic. We’ve built a foundation whereby different perspectives, ideas and backgrounds continue to help us grow the business.
Is this role right for you? In this role you will:
Interact with customers via phone to provide effective customer service in response to inquiries on Dynamic products and services and assist customers (mainly Advisors and Associates) with resolution of issues regarding accounts and related transactions. Collaborate with members of the team and act as a liaison between clients and other Dynamic Centres of Excellence Analyze accounts, determine, and initiate appropriate follow-up and respond to customers’ needs. Strive to exceed qualitative and quantitative performance standards set by the department daily in an inbound call-center environment. Maintain familiarity with policies and procedures of the department and the Centres of Excellence. Work on special projects as required.
Experience & Education
University degree in Finance or related studies (strong asset) Knowledge of MS Office and industry databases (i.e. iFast™) CSC/ IFIC certification is a definite asset.
Skills
Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:
Ability to work independently and cooperatively as a team. Ability to listen, understand and handle customer inquiries, problems, or complaints in a timely manner. Excellent organizational and analytical skills. Good problem-solving, flexibility, change management and time management skills. Excellent customer service and communication skills in English and French.
Hours Of Operation
January 1st to April 30th - Monday to Friday 8am-8pm
May 1st to December 31st - Monday to Thursday 8am-8pm and Friday 8am-6pm.
In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.
#SGAM
Location(s): Canada : Quebec : Montreal
We value the unique skills and experiences each individual brings to the bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment and selection process, please let us know. We will work with you to provide as seamless a recruitment experience as possible.
About Scotia Global Asset Management
Welcome to Scotia Global Asset Management. We offer a range of wealth management solutions, including mutual funds, ETFs, liquid alternative mutual funds, private asset funds and customized investment solutions for retail and private clients, institutions and managed asset programs. As one of Canada’s largest asset managers, we are backed by the global strength of Scotiabank and focused on helping clients across North America, the Caribbean, and Latin America achieve their financial goals through tailored solutions and comprehensive advice.
Follow for news, insights, thought leadership and more.
Commissions, trailing commissions, management fees and expenses may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed their values change frequently, and past performance may not be repeated.
Scotia Global Asset Management® is a provider of global investment management solutions and is a registered trademark of The Bank of Nova Scotia, used under license. Scotia Global Asset Management is a business name used by the following subsidiaries of The Bank of Nova Scotia: 1832 Asset Management L.P. (Canada), Scotia Administradora General de Fondos Chile S.A (Chile), Scotia Fondos Sociedad Administradora de Fondos Mutuos S.A. (Peru), Scotia Fondos S.A. de C.V. (Mexico), Sociedad Operadora de Fondos de Inversión Grupo Financiero Scotiabank Inverlat (Mexico), Scotiabank & Trust (Cayman) Ltd. (Cayman Islands); and Scotia Investments Jamaica Limited (Jamaica).
Our disclaimer: bit.ly/socialdisclaim