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P2 - Bilingual Customer Service Representative - 3596

job details

summary

    job details
    Do you have excellent customer service skills? Do you have excellent communication skills in both French and English? Are you eager to gain some experience in the financial services industry? If so, we have the role you are looking for!

    We are currently looking for individuals to join our client, one of Canada's largest insurance and financial services companies, as a Bilingual Customer Service Representative.

    Remote role open to candidates across Canada.


    Advantages
    - Work for one of Canada's largest insurance and financial services companies
    - Work with a friendly and easy-going team
    - Rotational shifts: Monday – Friday, 8am-4pm, 830am -430pm or 10am – 6pm
    - Remote role
    - 6-month contract
    - Strong potential for extension or perm hire
    - Pay Rate: $20.50/hr
    - Training provided
    - August 1st, 2022 start date

    Workers placed through Randstad are eligible for preferred rates on health, dental, and life insurance. This Value-add program will provide a wide range of options to suit your needs.


    Responsibilities
    As a Bilingual Customer Service Representative, your duties will include:
    •Handling advisor and client calls for Nominee Name or Client Name platform
    •Processing transactions, including financial trades and transfer requests within service standards
    •Communicating with peers and fund companies via phone and email
    •Completing all work with a high attention to detail and accuracy
    •Following up on external transfers to expedite the transfer of funds to company
    •Providing just-in-time support for market-based trades that have rejected or require review by the 4 PM deadline
    •Working with Data Integrity team to resolve any Nominee reconciliation issues
    •Resolving exceptions generated from the daily Transaction Reconciliation and the monthly Account Reconciliation against fund company data
    •Processing of taxation slips/receipts using Customer Service Workbench
    •Ensuring that correct information is reported to clients on their tax slips and reported to Canada Revenue Agency and Revenue Québec
    •Responding to tax related inquiries from clients, advisors, business partners and working with Tax team to resolve any related escalations or issues
    •Processing corrections and complete Letter of Indemnity for fund companies


    Qualifications
    •Proficient knowledge of the Dealer Operations' products and processes
    •Previous experience in Wealth Management
    •Excellent customer service skills = Customer Centric
    •Excellent problem-solving and decision-making skills
    •Excellent communication skills written/verbal
    •Excellent interpersonal skills
    •Excellent organizational and time-management skills
    •Self-motivated, self-directed, able to work independently
    •Mathematical aptitude
    •Strong attention to detail, problem solving and decision-making skills
    •Ability to work in a face paced environment with a sense of urgency
    •Product Knowledge – RSP, TFSA, RESP, LIRA, RRIF etc.
    •Education – Ecommerce, Business Administration, Accounting, Finance, CSC – Canadian Securities and IFIC
    •Technical expertise – Excel, Word, workflow, SharePoint and email management tools
    •Knowledge of the mutual fund industry including MFDA (mutual fund dealer association) dealer accountabilities

    Nice to have:
    •Experience with Excel spreadsheets
    •Knowledge of CSW (customer service workbench)
    •Knowledge of FundServ and Univeris applications
    •Call centre experience
    •University/College diploma is an asset
    •IFIC Operations course or CSC Designation


    Summary
    If you are interested in the Bilingual Customer Service Representative, please apply online at www.randstad.ca.

    Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.

    Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to accessibility@randstad.ca to ensure their ability to fully participate in the interview process.
    Do you have excellent customer service skills? Do you have excellent communication skills in both French and English? Are you eager to gain some experience in the financial services industry? If so, we have the role you are looking for!

    We are currently looking for individuals to join our client, one of Canada's largest insurance and financial services companies, as a Bilingual Customer Service Representative.

    Remote role open to candidates across Canada.


    Advantages
    - Work for one of Canada's largest insurance and financial services companies
    - Work with a friendly and easy-going team
    - Rotational shifts: Monday – Friday, 8am-4pm, 830am -430pm or 10am – 6pm
    - Remote role
    - 6-month contract
    - Strong potential for extension or perm hire
    - Pay Rate: $20.50/hr
    - Training provided
    - August 1st, 2022 start date

    Workers placed through Randstad are eligible for preferred rates on health, dental, and life insurance. This Value-add program will provide a wide range of options to suit your needs.


    Responsibilities
    As a Bilingual Customer Service Representative, your duties will include:
    •Handling advisor and client calls for Nominee Name or Client Name platform
    •Processing transactions, including financial trades and transfer requests within service standards
    •Communicating with peers and fund companies via phone and email
    •Completing all work with a high attention to detail and accuracy
    •Following up on external transfers to expedite the transfer of funds to company
    •Providing just-in-time support for market-based trades that have rejected or require review by the 4 PM deadline
    •Working with Data Integrity team to resolve any Nominee reconciliation issues
    •Resolving exceptions generated from the daily Transaction Reconciliation and the monthly Account Reconciliation against fund company data
    •Processing of taxation slips/receipts using Customer Service Workbench
    •Ensuring that correct information is reported to clients on their tax slips and reported to Canada Revenue Agency and Revenue Québec
    •Responding to tax related inquiries from clients, advisors, business partners and working with Tax team to resolve any related escalations or issues
    •Processing corrections and complete Letter of Indemnity for fund companies


    Qualifications
    •Proficient knowledge of the Dealer Operations' products and processes
    •Previous experience in Wealth Management
    •Excellent customer service skills = Customer Centric
    •Excellent problem-solving and decision-making skills
    •Excellent communication skills written/verbal
    •Excellent interpersonal skills
    •Excellent organizational and time-management skills
    •Self-motivated, self-directed, able to work independently
    •Mathematical aptitude
    •Strong attention to detail, problem solving and decision-making skills
    •Ability to work in a face paced environment with a sense of urgency
    •Product Knowledge – RSP, TFSA, RESP, LIRA, RRIF etc.
    •Education – Ecommerce, Business Administration, Accounting, Finance, CSC – Canadian Securities and IFIC
    •Technical expertise – Excel, Word, workflow, SharePoint and email management tools
    •Knowledge of the mutual fund industry including MFDA (mutual fund dealer association) dealer accountabilities

    Nice to have:
    •Experience with Excel spreadsheets
    •Knowledge of CSW (customer service workbench)
    •Knowledge of FundServ and Univeris applications
    •Call centre experience
    •University/College diploma is an asset
    •IFIC Operations course or CSC Designation


    Summary
    If you are interested in the Bilingual Customer Service Representative, please apply online at www.randstad.ca.

    Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.

    Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to accessibility@randstad.ca to ensure their ability to fully participate in the interview process.