Bilingual Customer Account Representative
Company | Broadridge |
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Location | Toronto, ON, Canada |
Salary | $Not Provided – $Not Provided |
Type | Full-Time |
Degrees | Bachelor’s |
Experience Level | Entry Level/New Grad, Junior |
Requirements
- Excellent verbal and written communication skills in both French and English
- Understanding of the Canadian securities industry, stocks and trading.
- Basic understanding of the stock market.
- Familiarity with trading securities and understanding of the terminology used in trading/ trade processing
- Strong analytical and problem-solving skills
- Excellent customer service skills
- Technologically savvy, smart, sharp, willing to learn and grow.
- Self-motivated, attentive listener, passionate about customer success
- Microsoft Office Skills – Word, Excel, PowerPoint
Responsibilities
- Responsible for working with internal teams and clients to ensure customer satisfaction
- Conduct regular meetings with clients to review KPIs and Service Levels
- Focal point for delivery of SIS services and SIS daily/monthly/year-end processing
- Second level problem resolution at the application level and technical/operations level
- Focal point to provide your client with updates for major incidents
- Client Relationship Management – managing Client expectations and satisfaction
- Client focal point for problem management, change management and client requests for services
- Build and maintain strong client relationships
- Find creative ways to improve processes/communication
- Promotes the organization’s capabilities to clients, identifies sales opportunities to be forwarded to the account managers
- Availability after-hours/weekends for major incidents and project implementations
- Management and reporting of SIS contracted Service Level Agreements
- Work efficiently in a multi-tasking environment where high attention to detail is required
Preferred Qualifications
- Bachelor or College degrees
- Financial services industry or Securities Industry knowledge/experience
- Completed or willingness to complete Canadian Securities Industry Course
- Previous customer support experience