Contact Centre Rep Iv - Money-in Services

TD Ameritrade

Markham, Ontario, Canada
Base: $52,700 - $74,400 cad; bonus/equity: not spe...
Onsite (minimum 4 days a week)
Inbound and outbound call handling
Customer portfolio review capabilities
Financial needs assessment execution
TD Ameritrade is seeking a Contact Centre Rep IV for Money-in Services in Markham, Ontario, to provide exceptional customer support while assisting clients with their financial goals. The role requires strong communication skills and the ability to navigate financial inquiries efficiently

Job Summary

  • This role involves providing tailored financial guidance to help customers achieve their short to long-term investment objectives.
  • Employees are expected to resolve customer inquiries at the first point of contact while delivering legendary customer service.
  • The position requires achieving sales targets through the recommendation of appropriate products and services to meet client needs.

Matching Summary

Match Score: 85

TD Ameritrade is seeking a Contact Centre Rep IV for Money-in Services in Markham, Ontario, to provide exceptional customer support while assisting clients with their financial goals. The role requires strong communication skills and the ability to navigate financial inquiries efficiently.

Salary

Base: $52,700 - $74,400 CAD; Bonus/Equity: Not specified; Benefits: Health, retirement, paid time off included

Skills & Requirements

Must-have

  • Inbound and outbound call handling
  • Customer portfolio review capabilities
  • Financial needs assessment execution
  • Buy and sell order processing
  • Sales target achievement

Nice-to-have

  • Exceptional listening skills
  • Curiosity to help customers
  • Ability to multitask efficiently
  • Digital literacy across devices
  • Empathetic problem solving

Key Requirements

  • High school diploma required
  • One year relevant experience required
  • IFIC or CSC certification mandatory
  • Post-secondary degree preferred

Work Rights

Not specified

Tailored Resume

Cover Letter