Bilingual Document Specialist supporting a positive customer experience in Group Benefits Administration at Sun Life by processing documents and managing inquiries.
About the role
- Investment Specialist providing wealth management and investment support remotely at BMO. Focused on delivering client-centric advice and building strong relationships while working from home.
Responsibilities
- Support customers in the inbound call queue at the BMO Investment Centre
- Build meaningful customer relationships and deliver an amazing customer experience
- Provide wealth and investment-related sales and service to BMO customers
- Support customers through onboarding of new accounts and investment transactions
- Ensure customers are setup with appropriate investment products and services
Requirements
- Typically between 1 and 3 years of relevant professional experience
- Completed Canadian Securities Course (CSC) or Investment Funds in Canada Course (IFIC)
- Good knowledge and understanding of the competitive marketplace trends and product offerings
- Some knowledge and understanding of industry regulations and standards
- Excellent communication, organizational, time management, and listening skills
- Fluent in French and English.
Benefits
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
- Performance-based incentives
- Discretionary bonuses
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