Client Services Representative
| ob Title: | Client Services Representative |
| Company: | AIC Limited |
| Job Location: | Burlington, ON |
| Job Reference: | Job #CSR-03 |
Client Services Representative
Client Services Representatives
(English and English/French positions available)
About AIC Limited:
AIC Limited is Canada’s largest privately held mutual fund company, managing over $11 billion dollars in assets. AIC has been creating wealth for nearly one million Canadians since 1985. Our approach to investing is to BUY excellent businesses in strong, long-term growth industries; HOLD these investments for the long run so that investors can PROSPER. The result is a better long-term rate of return for our clients.
AIC Client Service Representatives are the front line contact to our clients. As a member of our award winning service team, you will work in a fast paced environment and will be accountable for providing unparalleled service to our unit holders, financial advisors and support staff. You are able to work well within a team environment while assuming responsibility for your individual results. You will be responsible for identifying and resolving service related issues and problems in a proactive and timely manner. This role requires the ability to develop relationships and increase client loyalty.
AIC provides a comprehensive initial training program, along with ongoing development and training to ensure career development.
Essential Skills:
-Analytical thinking
-Initiative and Flexibility
-Ability to react quickly and efficiently to multiple inquiry types
-Ability to effectively multi-task using desktop and telecomm applications
-Ability to determine the needs of our clients through effective listening and questioning skills
-Build and maintain long term client relationships
Responsibilities:
-Responding to inquiries and concerns from existing and potential clients (financial advisor and investors) to achieve acceptable solutions while complying with AIC policies, practices and procedures.
-Represent AIC in a professional manner across all media types (i.e. by phone, through written and email communication and web material).
-Work closely with other departments to resolve account related problems in a timely manner.
-Educate clients on AIC products and services and industry trends.
-Identify service concerns in a timely manner.
-Take personal responsibility for identifying client’s needs and responding by providing superior service.
-Contribute to meeting AIC sales targets by actively promoting AIC products and service and providing leads to Sale Department.
Education:
-Bachelors Degree/College Diploma or related business experience.
-IFIC, CSC or other industry-related courses an asset.
Technical Abilities:
-Excellent working knowledge of PC applications such as MS word, outlook and web-based technology.
-Previous inbound call centre experience an asset.
Reporting to: Supervisor, Client Services
To Apply:Qualified applicants should email resumes along with a cover letter to resumes@aic.com. We thank all applicants in advance, however, only those individuals selected for an interview will be contacted. When applying, please refer to Job #CSR-03.
Please no agency calls.
Quote Job Reference: Job #CSR-03
The 4 best job search sites of 2023
