Support Investor Services clients through phone and online channels using strong interpersonal skills and accurate needs assessment. Work flexibility spans CIBC's contact centre hours.
As a Customer Service Representative on CIBC's Investor Services Inc. team, you will serve clients including Investors Edge. You will listen carefully, resolve requests promptly, and refer matters when needed. This non-advice group does not provide investment recommendations or product advice.
Key Responsibilities:
- Recognize and accurately assess each client's needs
- Resolve client requests through phone and online channels
- Use written, verbal, and interpersonal communication skills
- Refer clients to related service groups or management
- Support clients using Investor Services products and platforms
Requirements:
- Degree or diploma in business
- Fluency in French and English
- Strong relationship-building and interpersonal skills
- Ability to navigate multiple applications and dual monitors
- Canadian Securities Course designation considered an asset
Apply client engagement, problem solving, and product knowledge to deliver accurate Investor Services support at CIBC.
Investor Services Customer Representative in Montréal employer: CIBC
CIBC is an exceptional employer that fosters a dynamic and collaborative work culture in the heart of Toronto. As an Equity Research Associate intern, you will gain invaluable insights and hands-on experience in global markets while working alongside industry experts, all within a supportive environment that prioritizes employee growth and development. With competitive compensation and a commitment to nurturing talent, CIBC stands out as a rewarding place for aspiring finance professionals.
