26 Jobs Found
Client Service Representative [Hourly] Full-time Job
Customer Service CalgaryJob Details
As a member of the Personal and Business Banking Team, you’ll work in a fast-paced Banking Center and use your knowledge of financial services products to help clients with their day-to-day banking needs. As a Client Service Representative, whether it’s answering questions, assisting with transactions, or proactively connecting clients with the right team members, you’ll be the first line of support as clients work towards their financial goals. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance.
At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time.
How you'll succeed
- Client engagement - Help clients manage their accounts and products. Focus on the client experience and make interactions meaningful. Connect clients to the right CIBC team members who can help them reach their goals.
- Problem solving - Listen, ask questions, and put yourself in the client’s shoes. Act like an owner by taking accountability for client issues, and know when to lean on others to create a better solution together.
- Leveraging technology - Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.
Who you are
- You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
- You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
- You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.
- You love to learn. You're passionate about growing your knowledge. You have a strong sense of curiosity.
- You engage with your heart and mind. You care about people and respect different perspectives. You listen to and learn from the experiences of others.
- Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
What CIBC Offers
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.
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We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
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Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
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We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
*Subject to plan and program terms and conditions
What you need to know
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CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
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You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
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We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
Job Location
Calgary-5615 Northland Drive NW
Employment Type
Regular
Weekly Hours
15
Skills
Client Issue Resolution, Client Loyalty, Client Service, Customer Experience (CX), Customer Service, Digital Literacy, Empathy, Financial Products, Interpersonal Communication, Leveraging Technology, Standards Compliance, Teamwork, Transaction Services
Client Service Representative [Hourly]
CIBC
CalgaryCustomer Service Full-time
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Customer Experience Associate - Crescent Heights (22.5 hours/week) Full-time Job
Customer Service CalgaryJob Details
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial goals.
Our Customer Experience Associates are people-centric and connect with customers in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service throughout the customer’s journey by:
- Taking a proactive approach to discovering our customer’s needs and listening to understand what they are asking for
- Processing day to day transactions
- Nurturing rich, long-standing relationships
- Contributing to the Branch’s targets by identifying and fulfilling simple sales opportunities
- Being a technology expert and sharing your knowledge by introducing clients to our mobile banking applications and assisting them to better manage their banking needs
Is this role right for you? In this role you will:
- Build strong customer relationships and deliver excellent customer service
- Uncover and solve customers’ needs
- Explain complicated concepts simply
- Demonstrate success in a target-based performance environment, as well as contribute positively to a team-oriented work environment
- Demonstrate an eagerness to learn and determination to succeed
Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you:
- Have proven customer service skills through work or community involvement
- Are willing to assist in a professional, friendly and efficient manner
- Are available to work a flexible schedule
- Are comfortable in simple sales situations
- Have strong technical skills and the ability to promote digital and self-service banking options to our customers
What’s in it for you?
- The opportunity to join a forward-thinking organization surrounded by a collaborative team of innovative thinkers
- A rewarding career path with diverse opportunities for professional development
- Internal training to support your career growth and enhance your skills
- An organization committed to making a difference in our communities – for you and our customers
- You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
- A competitive compensation and benefits package
Customer Experience Associate - Crescent Heights (22.5 hours/week)
Scotiabank
CalgaryCustomer Service Full-time
Learn More
CLIENT SUPPORT COORDINATOR - Calgary (Quarry Park) Full-time Job
Customer Service CalgaryJob Details
Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to fuel the success of Canadian entrepreneurs.
Choosing BDC as your employer also means:
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Flexible and competitive benefits, including an Employee Savings and Investment Plan where BDC matches part of your voluntary contributions, a Defined Benefit Pension Plan, a $750 wellness and health care spending account, to name a few
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In addition to paid vacation each year, five personal days, sick days as necessary, and our offices are closed from December 25 to January 1
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A hybrid work model that truly balances work and personal life
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Opportunities for learning, training and development, and much more...
POSITION OVERVIEW
As a Client Support Coordinator, you deliver outstanding customer service to BDC clients by meeting their individual needs. You are, in particular, responsible for performing office activities efficiently, and you demonstrate team spirit and collaboration by providing administrative support to the members of your team. If you are looking for an organization that invests in your talent, this is your opportunity to join our committed and diverse team.
CHALLENGES TO BE MET
In a typical week, you would:
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Exercise your analytical skills by actively participating in developing a portfolio to uncover financing opportunities and develop innovative value-added solutions that meet clients' needs.
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Contribute to marketing initiatives by organizing events, campaigns, and activities. This includes preparing marketing communications and providing on-site logistical support.
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Enjoy managing multiple projects to support our internal teams and initiatives.
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Prepare letters and proposals and/or contracts to clients and professionals, in accordance with the specific process. You would use your exceptional organizational skills to ensure the accuracy of information, prepare documents and forms and provide efficient follow-up.
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Maintain business relationships with various external organizations and help promote BDC's financing services with influencers and prospects.
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Use your financial knowledge to perform pre-qualification and risk-rating activities for BDC financing clients and prospects, as well as conduct the initial interview with clients, among other activities.
WHAT WE ARE LOOKING FOR
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You are described as someone who is highly organized, enjoys collaborating with others and able to prioritize effectively to meet deadlines.
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Backed by your experience in customer service, you are someone who’s able to take initiative and knows how to listen and identify sales opportunities.
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You have a high interest in entrepreneurship and experience in customer service. Previous banking experience is an asset.
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You have the capacity to adapt to different situations.
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You have a bachelor's degree in business administration or a related field.
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You have the capacity to think concisely.
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You have excellent communication skills in English. French is an asset.
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Previous experience in banking
Proudly one of Canada’s Top 100 Employers and one of Canada’s Best Diversity Employers, we are committed to fostering a diverse, equitable, inclusive and accessible environment where all employees can thrive and feel empowered to bring their whole selves to work. If you require an accommodation to complete your application, please do not hesitate to contact us at accessibility@bdc.ca.
CLIENT SUPPORT COORDINATOR - Calgary (Quarry Park)
BDC
CalgaryCustomer Service Full-time
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Senior Customer Solutions Architect Full-time Job
Customer Service CalgaryJob Details
Calgary, AB, CA, T2G 1S5 Edmonton, AB, CA, T5J 0N5 Toronto, ON, CA, M5J 2V5 Vancouver, BC, CA, V6B 0M3
Join our team
Fully Managed by TELUS offers comprehensive technology solutions to help small and medium businesses thrive in today's digital work environment. At Fully Managed, we promise our customers three things: fast, consistent, and reliable IT management and support; proactive cybersecurity measures that protect organizations even before threats arise; and scalable IT solutions designed to support their business goals. Through standardized processes, we work to deliver on these promises consistently and efficiently to ensure our customers are highly satisfied and we have a profitable business.
Our team operates in a dynamic and entrepreneurial setting, providing an excellent opportunity for learning and growth. We attract proactive, data-driven individuals who embrace challenges and value ownership, outcomes, curiosity, persistence, and teamwork.
What we’ll accomplish together
Our Customer Success team is intensely focused on ensuring that each of our customers feel we are delivering on the three components of our brand promise. We bring the best our organization has to offer to each of our customers, and advocate for our customers internally to resolve issues when they do occur. We proactively work to provide service that over-delivers: Fewer business interruptions that require them to call, faster than expected resolution of issues. In Moments of Truth, we aim for a response so exceptional that it makes them even more loyal. We guide our customers on the use of IT so they can more effectively achieve their business goals.
We know we are successful when customers offer to provide testimonials and enthusiastically refer us to their network, and when the revenue (and margin) of our customer base grows month over month and customer churn is low and decreasing.
Here’s How
Trusted Advisor to our Customers: Earn the trust of your customers by listening to them, partnering with Account Managers and reviewing their use of our services to understand their business goals and IT challenges. Evaluate customers’ IT environments to identify risks and strategic opportunities, based on customer’s industry and business objectives, in areas such as IT Network and Security, Compliance, Data Governance, Capacity Planning and Disaster Recovery/Business Continuity. Appropriately document risks customer has accepted ownership for.
Support IT Roadmap to drive Upsell/Cross-Sell and Prevent Churn: Our customers succeed in achieving their business goals when they have an IT solution that is robust enough to support their business, enabling their employees to focus on their jobs, not their IT. You help them understand the risks and benefits of IT investments, and aligning with them on a multi-year timeline for projects helps them plan their budget to accommodate IT investments. Contribute to the Product Roadmap: Use your real-time knowledge of how current and new products are perceived by customers to provide insights to our Product team as they continually evolve our product stack.
IT Consulting Engagements will be of interest to customers who want more in-depth, specialized analysis and recommendations
What you bring
Customer First: You embody Customer Success with a passionate interest in understanding our customers’ business and what they need from their IT solution to move their business forward
Technical Expertise: You have experience working in a wide range of technical environments, hands on experience working with relevant technologies and you stay up-to-date on current best practices in IT Security, Data Management, and Compliance
Pragmatic Advisor: You use your technical expertise and experience, combined with good judgement and critical thinking skills to develop advise that will work in real-life (not just in theory) and works with our customers’ other business initiatives and budget constraints. You anticipate customers’ concerns and objections and address them head on.
Interpersonal: You have a smooth, friendly way of working with people, moving the tasks and the relationships forward together.
Communication Skills: You are able to convey complex information clearly and concisely verbally and in writing/diagrams to audiences with a variety of technical skill levels to drive timely decisions
Great to Haves
- 10+ years of work experience as an IT Technician or Technical Sales Engineer, with exposure to a wide
- range of technical environments
- 5+ years of combined technical experience in the following disciplines: Microsoft Cloud (Azure, Microsoft 365 suite), Server Architectures (physical + virtual), Networking (physical + cloud), Information Security
- Up-to-date certifications in cloud computing architecture and cybersecurity
- Experience in the Managed Services Industry, familiarity with tools such as remote management & monitoring (RMM), IT discovery & assessment tools, ticketing and/or CRM systems
Actual total compensation will be determined based on factors such as knowledge, skills, performance and experience. In addition, TELUS offers rewarding benefits such as:
- Comprehensive total rewards package highlighting competitive salary and bonus structures, minimum 3 weeks of vacation, and flexible benefits plan to meet the needs of you and your family
- Flexibility to work in-office, virtually or a combination of both, based on the role's requirements
- Generous company matched pension and share purchase programs
- Opportunity to give back to communities in which we work, live and serve
- Career growth and learning & development opportunities to develop your skills
- And much more …
Please note that the compensation shown in the job posting may be subject to change in 2025.
Senior Customer Solutions Architect
Telus Inc.
CalgaryCustomer Service Full-time
106,000 - 160,000
Learn More
Customer Service Agent Full-time Job
Customer Service CalgaryJob Details
Your expertise is essential in providing a safe and stress-free experience by helping guests check-in, supporting self-serve kiosks, preparing the aircraft for on-time departure, executing successful deplaning and boarding processes, greeting our most recent arrivals, assisting guests with connections, and more! You are there to help our guests, while creating the experience our guests have come to know and love about WestJet.
What you will bring to the team:
- You are a true customer service agent and come with a minimum of two years’ experience in a customer-facing role.
- You understand the importance of safely performing on-time and bring a proven track record for punctuality and reliability.
- You are a multitasker, comfortable working in a fast-paced, time-sensitive environment, and work well under pressure.
- You must have the ability to walk long distances, stand for extended periods of time and be able to lift up to 50lbs.
- You are an effective communicator with demonstrated proficiency with computers and recent experience using Windows-based software.
- Prior experience working in an airline, travel, tourism or hospitality would be considered an asset.
- Ability to work a flexible work schedule. You will be required to work shift work, as we are a 24/7 operation.
- Candidates must be proficient in reading the English language as one requirement to be successful in the completion of training.Our training environment has evolved and has become more virtual and self-directed than in the past. This change has resulted in an increase in reading requirements via independent and on-line learning as an integral part of the training program.
Responsibilities:
- Providing a safe and positive airport experience for our guests travelling through our airport.
- Perform guest service tasks such as processing service fees, creating new and/or changing reservations, issuing tickets, support self-serve kiosks, assisting guests with mobility issues, aircraft arrivals and departures.
- Troubleshooting Concerns - Assisting guests with itinerary changes, supporting guests with disrupted flights as well as delayed and damaged baggage. Providing a safe and positive airport experience for our guests travelling through our airports.
- Follow all procedures to safely perform on time (SPOT).
- Ensure and uphold exceptional guest service standards.
- Effectively manage uncomfortable or challenging situations with the public.
- Carry oneself with the utmost professionalism and poise while on-duty or in the public eye.
- Must adhere to uniform and appearance standards as prescribed under company policy.
- Other duties as assigned.
Growth and Development:
At WestJet, we take pride in our team and want to see each and every person reach their full potential. Our Airports department offers many opportunities to grow your career in various operational, support and leadership roles. As each WestJetter's career path is unique, we encourage growth and development conversations with your leader, who will be there to support you on your journey.
The benefits of being a WestJetter:
WestJet provides all WestJetters with a competitive total rewards package. On top of that, we offer:
- A fun and friendly culture with colleagues who work together to win
- Travel privileges for you and your family, effective from your start date
- Savings and Benefit programs that are flexible to meet your specific needs
Posting Close Date: 03/04/2025 (Please note the posting will close at 11:59pm MST)
Customer Service Agent
WestJet Group Of Companies
CalgaryCustomer Service Full-time
Learn More
Client Advisor Part-time Job
Customer Service CalgaryJob Details
What is the opportunity?
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help clients achieve their goals. Whether you’re demonstrating to a client how to use digital banking, on-boarding a new client, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences to drive client satisfaction and loyalty.
What will you do?
- Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
- Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
- Respond to client-initiated contact, assisting them with a full range of financial transactions
- Actively listen and engage clients in conversation to further understand their individual needs
- Proactively take ownership of resolving and preventing client banking problems
- Cultivate and maintain relationships with partners to make the most of business opportunities and referrals
What do you need to succeed?
Must-have
- Demonstrated passion for putting clients first, as well as success in a hands-on, target-driven sales environment
- Problem-solving and people skills, with the ability to build strong relationships and proactively connect with clients
- Flexibility, eagerness to learn, strong personal ethics, and a hunger for success
- Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)
- Must be able to work all business hours
Nice-to-have
- Track record in building rapport and maintaining client relationships within the financial or service industry
- Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
- Cantonese and Mandarin language ability would be an asset
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits
- Continued opportunities for career advancement
- World-class sales training, coaching, and development opportunities
- Support from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools and training
- Opportunity to achieve great success and grow your career with RBC
RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager.
Job Skills
Adaptability, Advice Based Solutions, Client Centricity, Client Discovery, Communication, Curiosity, Data Analysis, Digital Literacy
Additional Job Details
Address:
130 COUNTRY VILLAGE RD NE:CALGARY
City:
CALGARY
Country:
Canada
Work hours/week:
27
Employment Type:
Part time
Platform:
PERSONAL & COMMERCIAL BANKING
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-02-24
Application Deadline:
2025-02-26
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Client Advisor
Royal Bank Of Canada
CalgaryCustomer Service Part-time
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AS400 - Helpdesk Support Agent Full-time Job
Customer Service CalgaryJob Details
We have an opening for a Syntax/AS400 Software Support Agent , providing support to our internal customers and website support for our external customers.
This is a junior to mid-level position, but you will need to be able to work in a fast-paced environment and be a quick learner so you can work independently in a short period of time. Extensive in-house training is provided and retention of information will be critical to your success.
What are the benefits for you?
- Regular business hours Monday through Friday (hybrid or remote)
- Full benefits with fully Company paid premiums for the basic kit from the first day of employment
- Professional development and training opportunities
- Life, Disability and Wellness Insurance Program
- Retirement savings programs, including an RRSP and a defined contribution pension plan, with an employer contribution of up to 5.25%
- Paid vacation and sick leave, and a day off on your birthday!
- Bonus programs that include annual performance bonuses and a profit sharing plan
- Employee discounts on top brands of plumbing and HVAC/R products
- Tuition reimbursement for employees
- Employee Referral Program
- Reimbursement of safety shoes
What you will do:
- Provide software support to our internal customers and web support to our external customers.
- Respond to incoming requests via phone, email, self-service and chat and then log them into two separate ticketing systems (ServiceNow and SalesForce).
- Identify, investigate and troubleshoot software issues to achieve rapid resolution.
- Create/maintain system user codes and authorities for security.
- Identify urgent issues and resolve or escalate to Level 2
- Run reports, download to Excel and format for clients.
What you will bring:
- Minimum 12 months experience in a call center or help desk, or a combination of experience and training
- Experience using a ticketing system for logging/researching/resolving issues/requests
- Basic computer skills and keyboard skills of at least 45 words per minute
- Proficiency in Microsoft programs; Outlook, Excel and Word
- Excellent written and verbal communication skills in English, bilingual in French would be an asset
- Work in a fast-paced environment and utilize time during slower periods
- Highly motivated to provide excellent customer service with a positive attitude
- Excellent time management and organizational skills
- Work with minimal supervision after extensive internal training.
- Take responsibility for owning problem solving
- Preserve information by documenting your own knowledge base to refer to when solving problems
- Must be reliable, punctual and flexible
- May be required to work flexible hours and provide on-call (rotating) support after normal business hours
- Knowledge of Syntax and/or Oracle operating systems an asset.
The normal hours of service are Monday through Friday from 6:30am to 6:30pm (Eastern Time) spread over different shifts. The position will be for a specific shift with occasional requirements to work other shifts (substitution or vacation periods), as well as 2-3 Saturdays per year (inventory periods or other special projects).
Each submitted resume is individually reviewed by our team and kept for 24 months in case a great new opportunity that matches your skills and abilities arises.
Please note that this position requires the result of a satisfactory criminal record check. A criminal record under the Criminal Code and/or another federal criminal record does not automatically mean that you will not be eligible for the position.
AS400 - Helpdesk Support Agent
Wolseley Canada
CalgaryCustomer Service Full-time
Learn More
Client Advisor Full-time Job
Customer Service CalgaryJob Details
What is the opportunity?
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help clients achieve their goals. Whether you’re demonstrating to a client how to use digital banking, on-boarding a new client, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences to drive client satisfaction and loyalty.
What will you do?
- Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
- Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
- Respond to client-initiated contact, assisting them with a full range of financial transactions
- Actively listen and engage clients in conversation to further understand their individual needs
- Proactively take ownership of resolving and preventing client banking problems
- Cultivate and maintain relationships with partners to make the most of business opportunities and referrals
What do you need to succeed?
Must-have
- Demonstrated passion for putting clients first, as well as success in a hands-on, target-driven sales environment
- Problem-solving and people skills, with the ability to build strong relationships and proactively connect with clients
- Flexibility, eagerness to learn, strong personal ethics, and a hunger for success
- Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)
- Must be able to work all business hours
Nice-to-have
- Track record in building rapport and maintaining client relationships within the financial or service industry
- Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits
- Continued opportunities for career advancement
- World-class sales training, coaching, and development opportunities
- Support from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools and training
- Opportunity to achieve great success and grow your career with RBC
RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager.
Job Skills
Adaptability, Advice Based Solutions, Client Centricity, Client Discovery, Communication, Curiosity, Data Analysis, Digital Literacy
Additional Job Details
Address:
2640 52 ST NE:CALGARY
City:
CALGARY
Country:
Canada
Work hours/week:
37.5
Employment Type:
Platform:
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-01-14
Application Deadline:
2025-01-15
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Client Advisor
Royal Bank Of Canada
CalgaryCustomer Service Full-time
Learn More
Client Service Associate Full-time Job
Customer Service CalgaryJob Details
Application Deadline:
01/03/2025
Address:
525 8th Ave SW East Tower
Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives.
- Books meetings with new prospects and prepares introductory package for the prospect/referral.
- Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.
- Schedules and helps prepare client portfolio reviews for the Investment Advisors including setting up client calls, scheduling meetings, preparing reviews and provides updates to IA.
- Follows up on client inquiries, account maintenance, new accounts set-up, transfers and remitting funds from registered and non-registered accounts upon client’s request.
- Resolves client complaints in a timely and effective manner; escalates as required.
- Accepts and executes client initiated trades over the phone or in person and provides stock information as requested.
- Handles clients’ general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner.
- Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.
- Maintains and organizes client database and client files.
- Monitors incoming and outgoing assets and notifies IA of required actions to rebalance portfolios.
- Administers and processes documentation related to client files and regulatory requirements.
- Monitors redocumentation of client accounts on regular cycle to ensure client information and documentation is up-to-date.
- Ensures transactions and tasks are appropriately assigned to team members and completed.
- Mentors and coaches new or junior members to the team and branch.
- Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.
- Gathers and distributes information on updates to training, guidelines, technology, and other business related information.
- Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience.
- Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.
- Protects the Bank's assets and clients’ assets and complies with all regulatory, legal, and ethical requirements.
- Maintains the confidentiality of client and Bank information.
- Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
- Analyzes issues and determines next steps.
- Broader work or accountabilities may be assigned as needed.
Qualifications:
- Typically between 3 – 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.
- Advanced knowledge of investment process and procedures.
- Advanced knowledge of administrative process and procedures as contained in Sales Administration Manual.
- Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advising IA(s).
- Knowledge of compliance practices and regulations.
- Knowledge of Insurance and group products is an asset
- Knowledge of Trust and Estate services is an asset
- Knowledge of Financial/Retirement planning.
- Knowledge of trade processing rules.
- Successful completion of the Canadian Securities Course & Conduct and Practices Handbook.
- Current registration as Investment Representative (IR).
- 10 CO credits/Compliance training over a 2 year cycle to meet Mandatory IIROC Continuing Education requirement.
- Specialized knowledge.
- Verbal & written communication skills - Good.
- Organization skills - Good.
- Collaboration & team skills - Good.
- Analytical and problem solving skills - Good.
Please note the base salary for this specific position in Calgary is $40,000 and this role may be eligible to receive a monthly discretionary bonus.
Salary:
$35,000.00 - $64,900.00
Client Service Associate
CIBC
CalgaryCustomer Service Full-time
35,000 - 64,900
Learn More
Customer Relations Representative Full-time Job
Customer Service CalgaryJob Details
At Air Canada, we understand the importance of excellence in customer service. We also recognize that each customer interaction is an opportunity to make a positive impression.
As a Customer Relations Representative, your role is about building meaningful connections with our customers. You are an ambassador for Air Canada and must be comfortable responding to our customers by phone and in writing.
The current salary is $20.04/hr as per the collective agreement.
Key Functions & Accountabilities:
- Understand the importance of empathy in building long-lasting customer relationships.
- Demonstrate active listening skills to understand the needs of our customers.
- Evaluate each customer’s concern and complete the necessary research to respond appropriately and professionally.
- Respond with compassion and care to customer inquiries and complaints by phone and email, even under challenging circumstances.
- Take ownership of customer concerns and follow through with appropriate solutions, ensuring a high level of customer satisfaction and retention.
- Meet or exceed established targets.
- Provide feedback to leads, management, and internal stakeholders to promote continuous improvement of our products, processes and services.
- Perform other associated duties, as required.
Qualifications
- High school diploma or equivalent.
- Very strong customer service background, including demonstrated problem-solving skills and a solution-driven mindset.
- Strong interpersonal, time-management and teamwork abilities.
- Able to work independently.
- Available to work a variety of day, evening and overnight shifts, including weekends and statutory holidays.
- Able to adapt to changes in procedures, policies and regulations.
- Able to adapt to new technology with ease.
- Must be eligible to work in the country of interest, at the time any offer of employment is made. Note that seeking required work permits/visas or other authorizations which may be required is the sole responsibly of each candidate.
Linguistic Requirements :
Candidates must speak English fluently. Priority will be given to candidates who speak English and French. Candidates must have excellent writing skills in English. We would love to know if you are also fluent in Spanish.
Customer Relations Representative
Air Canada
CalgaryCustomer Service Full-time
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Customer Service Agent Part-time Job
Customer Service CalgaryJob Details
WestJet's Customer Service Agents are responsible for helping our guests have a positive experience getting through the airport and on to the aircraft. You are often the first in-person point of contact for our guests and play a crucial role as a WestJet brand ambassador.
Your expertise is essential in providing a safe and stress-free experience by helping guests check-in, supporting self-serve kiosks, preparing the aircraft for on-time departure, executing successful deplaning and boarding processes, greeting our most recent arrivals, assisting guests with connections, and more! You are there to help our guests, while creating the experience our guests have come to know and love about WestJet.
What you will bring to the team:
- You are a true customer service agent and come with a minimum of two years’ experience in a customer-facing role.
- You understand the importance of safely performing on-time and bring a proven track record for punctuality and reliability.
- You are a multitasker, comfortable working in a fast-paced, time-sensitive environment, and work well under pressure.
- You must have the ability to walk long distances, stand for extended periods of time and be able to lift up to 50lbs.
- You are an effective communicator with demonstrated proficiency with computers and recent experience using Windows-based software.
- Prior experience working in an airline, travel, tourism or hospitality would be considered an asset.
- Ability to work a flexible work schedule. You will be required to work shift work, as we are a 24/7 operation.
- Candidates must be proficient in reading the English language as one requirement to be successful in the completion of training.Our training environment has evolved and has become more virtual and self-directed than in the past. This change has resulted in an increase in reading requirements via independent and on-line learning as an integral part of the training program.
Responsibilities:
- Providing a safe and positive airport experience for our guests travelling through our airport.
- Perform guest service tasks such as processing service fees, creating new and/or changing reservations, issuing tickets, support self-serve kiosks, assisting guests with mobility issues, aircraft arrivals and departures.
- Troubleshooting Concerns - Assisting guests with itinerary changes, supporting guests with disrupted flights as well as delayed and damaged baggage. Providing a safe and positive airport experience for our guests travelling through our airports.
- Follow all procedures to safely perform on time (SPOT).
- Ensure and uphold exceptional guest service standards.
- Effectively manage uncomfortable or challenging situations with the public.
- Carry oneself with the utmost professionalism and poise while on-duty or in the public eye.
- Must adhere to uniform and appearance standards as prescribed under company policy.
- Other duties as assigned.
Growth and Development:
At WestJet, we take pride in our team and want to see each and every person reach their full potential. Our Airports department offers many opportunities to grow your career in various operational, support and leadership roles. As each WestJetter's career path is unique, we encourage growth and development conversations with your leader, who will be there to support you on your journey.
Posting Close Date: 12/24/2024
The benefits of being a WestJetter:
WestJet provides all WestJetters with a competitive total rewards package. On top of that, we offer:
- A fun and friendly culture with colleagues who work together to win
- Travel privileges for you and your family, effective from your start date
- Savings and Benefit programs that are flexible to meet your specific needs
Customer Service Agent
WestJet Group Of Companies
CalgaryCustomer Service Part-time
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Customer service supervisor - retail Full-time Job
Customer Service CalgaryJob Details
Overview
Languages
English
Education
- Secondary (high) school graduation certificate
- or equivalent experience
Experience
1 year to less than 2 years
On site
Work must be completed at the physical location. There is no option to work remotely.
Asset languages
- Yoruba
- Igbo
Work setting
- Retail service establishment
- Urban area
- Rural area
- Various locations
- Remote location
- Retail business
Responsibilities
Tasks
- Supervise staff (apprentices, stages hands, design team, etc.)
- Assign sales workers to duties
- Hire and train or arrange for training of staff
- Authorize payments by cheque
- Order merchandise
- Establish work schedules
- Sell merchandise
- Prepare reports on sales volumes, merchandising and personnel matters
- Resolve issues that may arise, including customer requests, complaints and supply shortages
- Organize and maintain inventory
- Supervise and co-ordinate activities of workers
Supervision
- 3-4 people
Experience and specialization
Computer and technology knowledge
- MS Outlook
Exhibit and display design experience
- Merchandising or window
- Visual displays
Additional information
Work conditions and physical capabilities
- Fast-paced environment
- Work under pressure
- Attention to detail
- Sitting
Personal suitability
- Client focus
- Efficient interpersonal skills
- Excellent oral communication
- Team player
- Excellent written communication
- Initiative
- Ability to multitask
Benefits
Health benefits
- Disability benefits
- Health care plan
Financial benefits
- Life insurance
Other benefits
- Free parking available
5707 Rundlehorn Dr NE Calgary, AB T1Y 2B6
The employer accepts applications from:
- Canadian citizens and permanent or temporary residents of Canada.
- Other candidates with or without a valid Canadian work permit.
How to apply
By email
Customer service supervisor - retail
Equity Technologies Ltd.
CalgaryCustomer Service Full-time
30
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