About this role
Job Description 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 qu