A Wealth of Opportunity awaits you at Dynamic Funds You will have the opportunity to…
Interact with customers via phone to provide effective customer service in response to inquiries and/or issues regarding accounts and related issues.
Analyze accounts, determine and initiate appropriate follow-up and respond to customers’ needs.
Strive to meet or exceed performance standards set by the department on a daily basis in an inbound call-center environment.

Key Responsibilities:
Receive and responds to all customer inquiries and issues relating to fund and account details;
Interface with other departments to insure customer requests are being processed in a timely manner;
Conduct preliminary analysis on research requests;
Act as a liaison between clients and the Client Resolutions team;
Escalate any customer concerns/issues to immediate Supervisor;
Perform follow-up calls to clients to inform them of the status of their request;
Maintain familiarity with policies and procedures of the department; and
Work on special projects as required.

Skills and Experience:
College Diploma or the approved equivalent combination of education and work experience;
CSC/ IFIC certification definite asset;
Bilingual (French & English) definite asset;
Knowledge of MS Office;
Knowledge of industry databases (i.e. Ifast and Dataphile );
Excellent customer service and communication skills; 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 and time management skills;
Excellent flexibility and change management skills; and
Demonstrates interest to learn.
Dynamic Funds is managed by GCIC Ltd., an affiliate of Scotiabank. Addressing your financial needs as well as your overall health and well-being are top priorities at the Scotiabank Group. We are committed to offering a competitive Total Rewards package.
DundeeWealth - 10 months ago