Financial Services Representative – Part-time (Anywhere in Can.) Job Vacancy in CI Financial Toronto, ON – Latest Jobs in Toronto, ON

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Company Name : CI Financial
Location : Toronto, ON
Position : Financial Services Representative – Part-time (Anywhere in Can.)

Job Description : ABOUT US
CI Global Asset Management is one of the country’s largest investment fund companies. CI is known for its innovation and ability to adapt quickly to the changing needs of Canadian investors. It provides employees with a fast-paced and challenging work environment with opportunities for advancement. CI is part of CI Financial, a diverse group of financial services firms.
POSITION: Financial Service Representative (FSR)
LOCATION: Remote Opportunity – Work From Home (Anywhere Within Canada)
STATUS: Part-Time (15-20 hours per week, Monday-Friday)
JOB OVERVIEW
Acting as the front-line of the company, these individuals project an excellent image of the company through providing timely, professional, accurate and courteous service when interacting with stakeholders via inbound phone calls.
IMPORTANT NOTICE ABOUT FULL TIME TRAINING REQUIREMENT
This will be a part-time position offering excellent personal flexibility, however, individuals will need to be available on a full-time basis from 9 am – 5 pm Eastern Time, (Monday – Friday), during the initial 6-week training program, which will begin on the employment start date. Upon the successful completion of training, individuals will then switch to part-time hours, and will work between 0 and 20 hours per week, with a target of approximately 15 hours per week, however noting, that hours are not guaranteed, and may also fluctuate on a week to week basis with more hours during peak call volume periods, and fewer hours during non-peak call volume periods. Shifts will be scheduled in advance, based on individuals’ availability and business needs, and will be assigned between 8 am and 8 pm Eastern Time, Monday-Friday.
WHAT YOU WILL DO
Provide accurate, courteous and timely service to incoming telephone, e-mail and chat customer inquiries from various stakeholders regarding products, policies and procedures, and/or account related inquiries
Ensure a positive client experience is delivered by providing high quality customer service to new and existing clients
Investigate and research account-related issues and determine the appropriate actions that need to be taken to achieve resolution to such issues
Ensure that follow-ups are resolved within a timely manner and all service level agreements are met
Liaise with internal and external business units to effectively process and/or complete the request
Assist with special projects/tasks as assigned by management
WHAT YOU WILL BRING
Exceptional verbal and written communication skills
Excellent organizational and interpersonal skills
Strong analytical and problem solving abilities
Self-motivated, proactive, independent in solving problems
Strong business acumen with solid analytical skills and conceptual thinking
Ability to thrive in a fast-paced environment
Previous experience in the Mutual Fund industry and/or customer service role is considered an asset
Post-secondary education
Completion of, or enrollment in, the IFIC Funds course or the CSC considered an asset
Fluency in English and French (verbal and written) considered an asset
WORKING CONDITIONS
Work-from-home environment
Shift work: 15 – 20 hours per week, Monday – Friday
WHAT YOU CAN EXPECT FROM US
Our dedication to the Employee Experience at CI is aimed at supporting, empowering and inspiring our talented team through:
Recognition & Compensation
Training & Development
Health & Well-being
Communication & Feedback
If you are a passionate, committed and dynamic individual, please submit your resume in confidence by clicking “Apply”.
Only qualified candidates selected for an interview will be contacted.
CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and we are committed to providing accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, or require this posting in an additional format, please contact us at accessible.recruitment@ci.com, or call 416-681-4747. If you are contacted by CI regarding a job opportunity or testing and require accommodation in any stage of the recruitment process, please use the above contact information. We will work with all applicants to determine appropriate accommodation for individual accessibility needs.
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