*Investment Service Representative

Description du poste

Key role in financial services focused on partner support, request resolution, and process optimization within a dynamic hybrid environment in Montreal. You will contribute to delivering fast, accurate, and personalized service while collaborating closely with multiple internal teams.

Ce que nous offrons

• • Annual salary between 60K-70K.
• • Permanent full-time position.
• • Flexible schedule with 2 remote workdays per week.
• • 3 weeks of vacation, 5 sick days, 1 personal day, and 2 additional days off during the Christmas holidays.
• • Comprehensive group insurance coverage, 50% employer-paid (medical, dental, health spending account, telemedicine, and employee assistance program).
• • Employer contribution to an RRSP program.
• • 20% reimbursement of OPUS transit card costs (equivalent to 2 free months per year).
• • Regular social activities focused on health, wellness, and community involvement.
• • Professional development opportunities and internal career growth.
• • Modern offices located in the heart of downtown Montreal, accessible by public transportation.

Responsabilités

• • Manage incoming requests by phone and email while meeting established service standards.
• • Build and maintain strong professional relationships through personalized and responsive service.
• • Analyze client needs and provide appropriate solutions or redirect requests to the relevant teams.
• • Resolve requests efficiently by accurately interpreting information.
• • Follow up with internal and external stakeholders until full resolution of cases.
• • Escalate complex situations when required and ensure proper follow-up.
• • Ensure compliance with internal policies and applicable regulatory requirements.
• • Maintain accurate and up-to-date documentation in CRM systems and tools.
• • Identify continuous improvement opportunities and contribute to the optimization of internal processes.
• • Collaborate actively with various teams to ensure smooth and efficient service delivery.

Exigences

• • Bachelor’s degree or college diploma.
• • 2 years of experience in a similar role, ideally within the financial services industry.
• • Good understanding of registered and non-registered investment products.
• • IFIC or CSC certification (a strong asset).
• • Knowledge of MFDA and IIROC regulations considered an asset.
• • Excellent verbal and written communication skills.
• • Strong customer service orientation and ability to manage multiple priorities simultaneously.
• • Strong problem-solving and organizational skills.
• • Ability to thrive in a fast-paced environment while maintaining a high level of accuracy.
• • Initiative, autonomy, and strong sense of responsibility.
• • Excellent interpersonal skills and ability to work collaboratively within a team.
• • Effective time management skills and ability to perform under pressure.
• • Ability to communicate effectively in both French and English, verbally and in writing, with partners, internal teams, and stakeholders located outside Quebec as part of request management and follow-ups.

Pourquoi Recruit Action ?

Recruit Action (agency permit: AP-2504511) provides recruitment services through quality support and a personalized approach. As part of the screening process, some applications may be reviewed using artificial intelligence tools. Only candidates who meet the hiring criteria will be contacted.