Advisor Services Specialist

iA Financial Group

Québec, Québec, Canada
Hybrid
Answer incoming calls professionally
Provide technical support and troubleshooting
Respond to emails quickly and accurately
As an Advisor Services Specialist, you will be the first point of contact for advisors, providing efficient issue resolution and coaching to ensure peace of mind for advisors and their clients

Job Summary

  • As an Advisor Services Specialist, you will be the first point of contact for advisors, providing efficient issue resolution and coaching to ensure peace of mind for advisors and their clients.
  • The company offers a work environment that merges learning and development with a collective pursuit of excellence, supported by flexibility and innovative workspaces.
  • Competitive benefits include flexible group insurance, pension plan, stock purchase plan, wellness days, telemedicine, employee assistance programs, ergonomic furniture, performance bonuses, and product discounts.

Matching Summary

As an Advisor Services Specialist, you will be the first point of contact for advisors, providing efficient issue resolution and coaching to ensure peace of mind for advisors and their clients.

Skills & Requirements

Must-have

  • Answer incoming calls professionally
  • Provide technical support and troubleshooting
  • Respond to emails quickly and accurately
  • Log calls and emails in JIRA
  • Work a rotating schedule 8:00 a.m. to 7:00 p.m.

Nice-to-have

  • Strong analytical and organizational skills
  • Ability to thrive in fast-paced environment
  • Team player with self-discipline
  • Apply STAR qualities in interactions
  • Participate in process improvement meetings

Key Requirements

  • 2 to 3 years call center or processing experience
  • Experience in mutual fund industry
  • Completion of IFIC Operations course (asset)
  • Advanced proficiency in English and French

Work Rights

Not specified

Tailored Resume

Cover Letter