Bilingual Financial Service Representative
Bilingual Financial Service Representative
Posted on :
10-05-2024
Employer Active
1 Vacancy
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Job Description
Bilingual Financial Service Representative
Are you looking for a stimulating and dynamic job Would you like to be part of a team that believes in your potential and part of a great company that will help you advance in your career This is the job for you! We are currently looking for a Bilingual Financial Service Representative for one of our clients in the insurance industry.
What is in it for you:
Hourly salary of $24.43.
12month contract.
Fulltime position: 37.50 hours per week.
Hybrid work: 3 office days from Tuesday to Thursday.
Weekday schedule: 9:00 am to 5:00 pm.
Opportunity to work in a dynamic and professional environment.
Join a passionate and inclusive team of professionals.
Responsibilities:
Gather and accurately record all customer information necessary to process member transactions in one of the three recordkeeping systems.
Manage inbound outbound and email databases to provide education to members regarding their retirement products. Handle approximately 50 to 70 calls a day from memberrequested callbacks.
Provide accurate and professional customer experiences.
Review GRIP plans payment schedules unscheduled payments and LIF unlocking inquiries.
Address investment management fee inquiries.
Manage the shared inbox and cases assigned to the team.
Spend 4 hours daily on phone calls.
Allocate 3 and a half hours each day for administrative tasks and email correspondence.
Meet productivity and quality objectives set by the department.
What you will need to succeed:
Experience in customer service.
Background in the financial services industry preferred.
Bilingual in English and French (spoken and written) (required).
Life License (LLQP) (preferred).
Mutual Fund License (preferred).
Understanding of investment products available to Canadian investors (e.g. RRSP RRIF) preferred.
Familiarity with segregated funds and experience with group retirement plans preferred.
Positive attitude and high energy.
Active listening skills to understand clients needs and personal situations.
Eagerness to learn and develop within a dynamic global company with a willingness to apply new knowledge.
Strong commitment to compliance.
Integrity in placing the client at the forefront of interactions.
Ability to thrive in a structured fastpaced environment.
Team player with a collaborative mindset.
Openness to receiving regular coaching feedback and implementing suggested improvements.
Punctuality and consistent attendance are essential.
Excellent verbal and written communication skills for phone consultations and email correspondence.
Strong organizational skills with attention to detail and followthrough.
Proficiency in gathering accurately recording and updating member account changes related to their investments.
Stay current on system processes updates and changes.
Proactively share knowledge and best practices to achieve objectives.
Why Recruit Action
Recruit Action (agency permit: AP2000003) provides recruitment services through quality support and a personalized approach to job seekers and businesses. Only candidates who match hiring criteria will be contacted.
# MFCJP
Employment Type
Full Time
Key Skills
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