Support MD Financial Management clients in both official languages through telephone, email, and online chat inquiries. Resolve account and access needs efficiently.
As a Client Service Representative within Virtual Channels, Wealth Services in Canada, you will support client service goals and business objectives. You will manage inquiries, online registration, password resets, and account deactivation. The role requires confidentiality, MD security protocol adherence, and regulatory compliance.
Key Responsibilities:
- Respond to client telephone, email, and online chat inquiries
- Perform online registration, password resets, and account deactivation
- Troubleshoot web issues requiring advanced technical support
- Monitor outstanding inquiries and resolve administrative problems
- Identify client retention, lead generation, referral, and cross-selling opportunities
Requirements:
- University degree in business, commerce, or equivalent
- Front-line contact center experience, preferably in financial services
- Fluent communication in both of Canada's official languages
- Excellent oral and written communication skills
- Canadian Securities Course completion considered an asset
Bring bilingual communication, client resolution, technical troubleshooting, and financial services experience to MD Financial Management's Client Services team.
Bilingual Client Service Representative employer: Scotiabank
Scotiabank is an exceptional employer that fosters a purpose-driven and inclusive culture, making it an ideal place for professionals seeking to excel in the financial services industry. With a strong focus on employee growth, you will have access to comprehensive training and development opportunities while working alongside senior leadership in a collaborative environment. Located in vibrant cities like Calgary and Vancouver, you will enjoy a dynamic work-life balance and the chance to make a meaningful impact on ultra-high net worth clients across Canada and internationally.
