All jobs within 50 km around Fall River in Sales & Retail

Is this role right for you? In this role you will:

• Facilitate real time and accurate trading related to mutual funds, equities, and fixed income products
• Maintain and monitor outstanding client inquiries and issues, ensuring that established service level standards are met, and appropriate solutions are identified to address administrative errors/problems.
• Be accountable for developing and maintaining detailed knowledge of MD products and services, market conditions, interest rates and other financial industry news
• You will actively identify and develop opportunities for client retention and lead generation. 

The Must Haves:

• University degree in business, commerce or equivalent
• Front-line experience within a contact center environment preferably in the financial services industry
• Completion of the Canadian Securities Course (CSC) is considered an asset
• Bilingual (English/French) is required

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:

• A commitment to an exceptional client experience - regularly delivering an exemplary level of service via several channels - ensuring accuracy of administration of all client transactions, monitoring of issues, and facilitating resolution of client concerns
• The ability to work independently and as part of a broader team
• An ability to work in a high-paced environment with multiple and competing priorities
• Excellent verbal and written communication skills
• An understanding of the financial services industry, and its variety of services including investment account types, and financial instruments such as mutual funds, bonds, and equities