Aviso Wealth

Customer Service Representative, Temporary

Aviso Wealth

full-time

Posted on:

Location Type: Hybrid

Location: Toronto • Canada

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Salary

💰 CA$52,000 - CA$62,000 per year

Job Level

Junior

About the role

  • Respond to inquiries via telephone, email, or chat on our products and services in an efficient, compliant, courteous, and professional manner
  • Provide exceptional customer experience, take initiative to find creative solutions that make each customer’s experience feel personal
  • Act as the primary contact with the client with respect to the resolution of problems and complaints with deep empathy and a solution-focused outlook
  • Drive continuous improvement by identifying, suggesting and actively participating in process improvement
  • Understand and apply department operating policies and procedures

Requirements

  • It helps if you’ve done this before, so if you have recently worked in a role where you were responsible for helping customers for over a year that is great
  • If it was for a company that you can say really cared about customers and was known for that, even better
  • If you were thought of as a top producer there, who was known for getting a lot of work done and leaving a trail of smiling, happy customers, then now we are really talking
  • If it was in an inbound Contact Centre and/or a retail store, then you are still on track
  • If you have any experience supporting business to business to consumer (we support credit unions, their members and our own customers) add another check mark
  • If you have any experience in a digital company, you are really on track
  • Being able to change is important as our hours can change and so can your schedule
  • We use computers and other technology to do our jobs. You are technically savvy
  • Fluent communication skills in English are required and bilingual skills in French are an asset
  • Industry and Education
  • A post-secondary education is not required but if you have one in financial administration or services, that’s a plus!
  • Also, a plus, but not required, would be completion of the Investment Funds Course (IFIC) or the Canadian Securities Course (CSC)
  • Experience in the financial services industry could help, especially if it was with a customer experience leader.
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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
customer serviceproblem resolutionprocess improvementinbound contact center experiencebusiness to business to consumer supportdigital company experiencetechnical savvybilingual communication
Soft Skills
exceptional customer experienceinitiativecreativityempathysolution-focused outlookadaptabilitycommunication skills
Certifications
Investment Funds Course (IFIC)Canadian Securities Course (CSC)