*Investment Service Representative
Top Benefits
About the role
Investment Service Representative
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.
What is in it for you:
• 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.
Responsibilities:
• 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.
What you need to succeed:
• 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.
Why 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.
Similar Jobs
*Investment Service Representative
Top Benefits
About the role
Investment Service Representative
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.
What is in it for you:
• 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.
Responsibilities:
• 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.
What you need to succeed:
• 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.
Why 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.