Customer Service Representative handling client orders, ensuring product availability, and providing administrative support in Montréal, Canada. Requires bilingualism in French and English.
About the role
- Sales Support Representative providing expert support to wealth management advisors at U.S. Bank. Key role in resolving operational issues and ensuring compliance with regulations while liaising between teams.
Responsibilities
- Provide support to Advisors, their partners, Associates, and sales leadership by researching requests
- Respond to and resolve issues, and field various questions related to operational processing of investment-related products and services
- Act as liaison between back- and front-office and other staff
- Supports all USBI Operations’ procedures and is proficient in navigating various systems
- Isolate and identify source of problems, takes ownership of escalations and tracking through to fruition, including timely follow-up with representatives to adhere to regulatory requirements and service level agreements
Requirements
- High school diploma or equivalent
- Typically five or more years of relevant work experience
- Thorough understanding of retail investment industry rules and regulations
- FINRA registrations not required, but preferred
- Effective interpersonal, verbal and written communication skills
- Well-developed soft skills, including patience, flexibility, empathy, organization, and problem-solving
- Technical proficiencies, the ability to effectively use various software and systems to manage customer interactions and resolve issues
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
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