Client Services Representative – Bilingual – Proficient

JOB DESCRIPTION

Location: Hybrid | Montreal

Duration: 12 months

Our client a leading financial institution in Montreal, is looking for a Client Services Representative – Bilingual – Proficient to provide support to other internal teams as defined in SLA. The successful candidate will have the opportunity to work with one of the Top 5 Banks in Canada.

Typical Day in role:

PRIMARY RESPONSIBILITIES OF THE TEAM:

  • Point of contact for servicing our clients and interacting with the market and other providers
  • Provides critical support for all day-to-day Clients related operational issues & queries
  • Answering all Clients enquires as experts in their field
  • Understanding of client processing
  • Participation in virtual client teams, representing Client Operations
  • Direct liaison with other operational teams to resolve daily operational issues
  • Provide support to other internal teams as defined in SLA.
  • Global understanding of customer expectations and satisfactions levels
  • Audit coordination and follow up

 

Other Responsibilities

Relationships & Communication

  • Actively engages within the virtual team set up to manage each client
  • Strengthen client perception of bank’s Investor and Treasury Services expertise
  • Develops long term relationships with targeted line(s) of business
  • Develops a detailed understanding of clients’ businesses
  • Collaborates with colleagues globally to achieve objectives
  • Manages all communications to all stakeholders at every level internally and externally

 

Drives to Succeed

  • Executes with urgency while maintaining quality, cost and efficiency targets
  • Consistently meets or exceeds business goals
  • Collaboratively works with all relevant stakeholders to get things done

 

 Operates with Integrity

  • Accepts accountability for their individual results and understands their contribution to team performance
  • Readily shares needed information with others
  • Gives honest, direct and sincere feedback

Must-Have Skills:

  • Appropriate languages competencies
  • Industry related courses
  • Client service experience
  • Candidate must be Bilingual English and French
  • Proven track record in leading initiatives, managing cross-functional relationships
  • Preferably 3-5 years relevant working experience
  • Investor service operations experience

Nice-To-Have Skills:

  • Impact and influence
  • Information seeking
  • Customer insight
  • Achievement motivation
  • Sense of urgency
  • Teamwork and cooperation
  • Solid understanding of Risk Management & Compliance requirements relating to KYC & AML
  • Pertinent industry & regulatory/compliance requirements
  • Knowledge of systems and processes used by bank’s Investor and Treasury Services

Soft Skills Required:

  • Excellent interpersonal skills and networking abilities with clients and internal
  • Good verbal and written communication skills
  • Client management skills
  • Risk Assessment & quantification methodologies
  • Issues escalation and resolution
  • Facilitation Skills
  • Organizational & time management skills
  • Understanding of investment industry and client requirements
  • Documentation
  • Communication management & plans

Education:

  •    University degree

Finance professional 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. We advocate for you and welcome anyone regardless of race, color, religion, national origin, sex, physical or mental disability, or age.