Description

Position Description:

Remote Opportunity – Work From Home (Anywhere Within Canada)

As a Customer Service Representative (Temporary- 6 months-Remote role) specializing in financial investments, you will play a key role in ensuring a seamless and positive experience for both advisors and clients. Your primary responsibility will be to provide exceptional customer support related to financial investment accounts, addressing inquiries, resolving issues, and offering guidance to enhance overall satisfaction.

Acting as the front-line of the company, these individuals project an excellent image of the company through providing timely, professional, accurate and courteous service when interacting with stakeholders via inbound phone calls.

Your future duties and responsibilities:

• Provide accurate, courteous and timely service to incoming telephone, e-mail and chat customer inquiries from various stakeholders regarding products, policies and procedures, and/or account related inquiries
• Ensure a positive client experience is delivered by providing high quality customer service to new and existing clients
• Investigate and research account-related issues and determine the appropriate actions that need to be taken to achieve resolution to such issues
• Ensure that follow-ups are resolved within a timely manner and all service level agreements are met
• Liaise with internal and external business units to effectively process and/or complete the request
• Assist with special projects/tasks as assigned by management

Required qualifications to be successful in this role:

– Fluency in English (verbal and written)
– Fluency in French
– Exceptional verbal and written communication skills
– Excellent organizational and interpersonal skills
– Strong analytical and problem solving abilities
– Self-motivated, proactive, independent in solving problems
– Strong business acumen with solid analytical skills and conceptual thinking
– Ability to thrive in a fast-paced environment
– Previous experience in the Mutual Fund industry and/or customer service role is considered an asset
– Post-secondary education
– Completion of, or enrollment in, the IFIC Funds course or the CSC, considered an asset
WORKING CONDITIONS
– Work-from-home environment
– Overtime as required

#LI-AV1

Skills:

  • Analytical Thinking
  • Finance
  • Financial Services
  • French

What you can expect from us:

Together, as owners, let’s turn meaningful insights into action.

Life at CGI is rooted in ownership, teamwork, respect and belonging. Here, you’ll reach your full potential because…

You are invited to be an owner from day 1 as we work together to bring our Dream to life. That’s why we call ourselves CGI Partners rather than employees. We benefit from our collective success and actively shape our company’s strategy and direction.

Your work creates value. You’ll develop innovative solutions and build relationships with teammates and clients while accessing global capabilities to scale your ideas, embrace new opportunities, and benefit from expansive industry and technology expertise.

You’ll shape your career by joining a company built to grow and last. You’ll be supported by leaders who care about your health and well-being and provide you with opportunities to deepen your skills and broaden your horizons.

At CGI, we recognize the richness that diversity brings. We strive to create a work culture where all belong and collaborate with clients in building more inclusive communities. As an equal-opportunity employer, we want to empower all our members to succeed and grow. If you require an accommodation at any point during the recruitment process, please let us know. We will be happy to assist.

Come join our team—one of the largest IT and business consulting services firms in the world.

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