Customer Service Representative, Dynamique - Montreal (QC)

DFJ

Job Number: 261746

Dynamique is an exclusive subsidiary of La Banque de Nouvelle-Écosse, headquartered in Toronto. Founded in 1957 as a small investment club, Dynamique pioneered professional advice for the general public. Today, as one of Canada's most reputable asset management firms, Dynamique offers a wide range of products and services providing access to major sectors, regions, asset categories, and investment methods. They provide fixed and variable capital funds, tax-advantaged products, fee-based programs, and customized solutions for high-net-worth investors.

A prime example of Canadian success, Dynamique is built on unwavering convictions that drive everything we do. We attract the best candidates through our culture, which emphasizes action (rather than reactivity), results-oriented approach, and a passion for sales. In short, our staff is undoubtedly experienced, dynamic, and has the means to achieve their ambitions. Indeed, we have created an environment where the diversity of perspectives, ideas, and backgrounds fuels company growth.

Is this role right for you? In this role, you will need to

• Interact with clients by phone to provide effective customer service in response to inquiries about Dynamique's products and services.
• Collaborate with team members and serve as a liaison between clients and other Dynamique centers of excellence.
• Analyze accounts, determine and initiate appropriate follow-ups, and address client needs.
• Exceed daily set qualitative and quantitative performance standards in an inbound call center environment.
• Familiarize yourself with department and centers of excellence policies and procedures.
• Work on special projects as needed.

Education and Professional Experience

• University degree in finance or related studies, an asset.
• Knowledge of MS Office and industry databases (i.e. iFast™).
• CSC/IFIC certification, an asset.

Do you have the skills to succeed in this role? We would like to work with you if you possess the following qualities

• Excellent customer service and communication skills.
• Ability to work autonomously and cooperatively as part of a team.
• Ability to listen, understand, and address client requests, issues, or complaints in a timely manner.
• Excellent organizational and analytical skills.
• Strong problem-solving and time management skills.
• Excellent flexibility and change management skills.
• Bilingual in French and English.
• Opening Hours:

January 1st to April 30th - Monday to Friday, 8am to 8pm.

May 1st to December 31st - Monday to Thursday, 8am to 8pm, and Friday, 8am to 6pm.

In addition to French, the successful candidate must also have sufficient English proficiency, as the role involves regular interaction and collaboration with groups and individuals based in Toronto, as well as constant interaction with others, including clients, who speak English, both locally and elsewhere.

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Location(s): Canada : Quebec : Montreal

We value the unique skills each employee brings to the Bank and are committed to providing an inclusive and accessible environment for all. We will communicate directly with candidates selected for an interview. If you require accommodation measures during the recruitment and selection process, please let us know. We will work with you to ensure your recruitment experience is as satisfying as possible.