Bilingual CX Specialist supporting Ontario dealer clients and National Sales Team for insurance services company. Handling customer service, CRM administration, sales coordination, and transaction processing.
About the role
- Bilingual Account Officer in wealth management at Aviso, delivering service to Correspondent Partners. Responsibilities include client follow-up, investigation, and collaboration with operations and IT teams.
Responsibilities
- Follow up on and gather information on client account activities for client responses
- Work with Operations and IT to investigate activities and completion of requests
- Review transfer in documentation for completeness and initiation and follow up for completion
- Notify Partners of any transfer out requests and coordinate delivery of account with SLA
- Receive and direct certain daily activities for processing by Aviso or other related parties
- Handle general telephone and email inquiries on processing activities
- Ensure customer problems are handled appropriately, escalating issues when necessary
- Provide reporting on client accounts and other activities as necessary
- Assist with management and any other department related duties
Requirements
- University/College degree
- Completion of Canadian Securities Course
- Minimum of two years of customer service experience
- Effective information gathering and timely follow up
- Fluency (written and spoken) in English is required and bilingual skills in French are an asset
- Highly organized and detail-oriented
- Strong ability to identify and assist in resolving issues
- Show initiative, attention to detail and adaptability
- Exceptional customer service and interpersonal skills
- Excellent time management/prioritization skills and ability to multi-task
- Ability to work independently
- Contribute to a positive working environment
- Strong computer skills
Benefits
- Competitive compensation package that rewards and recognizes individual contributions
- Excellent health, dental and insurance benefits to meet the diverse needs of our employees
- Generous vacation time, fitness benefit, parental leave top-up options
- Matching contributions to our retirement program
- Commitment to the continuous improvement of our staff through learning & development and an education assistance program
- Regular social events to foster teamwork
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