Advisor Support Specialist

Job Description

Domain : Client Support 
Type : Contract 
Mode : Hybrid 
Language : French and English 

The Contract Advisor Support Specialist :

• Has acquired knowledge and skills through formal training or considerable work experience.
• Works following established procedures, under moderate supervision.
• Has acquired the skills required to perform a variety of tasks.
• Understands how their assigned tasks are coordinated with the team’s other tasks and how the team is coordinated with other teams in the back office.
• Has no supervisory responsibilities; manages own workload.
• Identifies and solves common problems that may arise in own area, without the supervisor’s authorization; evaluates and selects solutions from established options.
• Influences own team through the quality of the services or information provided; adheres to standardized procedures and practices and is regularly but moderately supervised and monitored.
• Uses communication skills to share information.

Primary responsibilities :

• Responsible for supporting investors and advisors with various applications, administrative inquiries, and problems.
• Handle email and phone service requests and inquiries. 

Secondary responsibilities

• Complete various projects when assigned.

Job Requirement :

• 1-2 years’ work experience in Financial Services and Customer Service industry or 1-2 years in a Client Services representative role.
• Post-secondary education in Business Management/Administration and/or Finance.
• Completion of CSC and/or IFIC Operations and/or IFIC Sales course.
• Knowledge of Investment and Financial Services industry and/or organization.
• Knowledge of Contact Center technology and best practices.
• Knowledge of OSC National Instruments.
• Strong computer skills and knowledge.
• Strong communication and interpersonal skills.
• Ability to balance competing priorities.

Essential Attributes :

• You are flexible in balancing personal goals and those of the organization.
• You are a positive influence on the team.
• You proactively identify the needs of clients and partners.
• Your actions are chosen with the client in mind.
• You maintain quality standards while demonstrating efficiency.
• You take responsibility for the work you are doing and the processes you are developing.
• You show courage to challenge accepted ways of doing things.
• You identify opportunities and take responsibility to continuously improve your team’s processes.
• You consider the opinions, needs and expectations of others in all your actions and decisions without prejudice.
• You treat partners and clients with care, consideration, diplomacy, and humility.
• Advance level of English and French is required to communicate and interact with clients and teams across Canada via phone and email on a daily basis. 

#LI-Hybrid

Location(s)Toronto, Ontario

Other Possible Location(s)Quebec, Quebec, Toronto, Ontario
CompanyiA Private Wealth Inc.

Posting End Date2024-11-22

Company Overview

iA Financial Group is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

Our Commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.