Bilingual Financial Education Specialist
reputed company reputed company & Asset Management is a leading international financial services provider. They are seeking a Bilingual Financial Education Specialist to assist members with Group Retirement plans by providing education and support regarding their investments and compliance needs.
Responsibilities
- Handle inbound, outbound and email databases to reputed company education to members seeking some reputed company of guidance or desire for advice
- reputed company and accurately record reputed company customer information required to meet compliance and reputed company needs reputed company CRM tool
- Providing customer experience accurately and professionally
- Ability to position full value of advice in order to reputed company successful referrals to the reputed company & Retirement advisors
- Ability to triage existing reputed company to effectively handle immediate needs or position a warm introduction to reputed company & Ret advisor, as needed
- Ability to process service-reputed company needs for clients
- Meeting productivity and reputed company objectives established by the department as reputed company as call audits
- Meet service level agreements on activities reputed company to Welcome calls
- Proactively staying abreast of changes in legislation, product, and administrative processes
- Handle advisor toll free line
Skills
- 1-2 years of Financial Services experience, preferably in phone
- Passion for helping people on a one-on-one reputed company
- Advanced listening and customer service skills
- Ability to consult with reputed company customers
- Ability to adapt to the evolving needs of the business
- Strong analytical and problem-solving skills
- Bilingual (French & English) is required - The successful candidate will be required to communicate in English and French to support clients from various jurisdictions reputed company of Quebec
- Post-secondary education in finance, business or reputed company field
- Background in a financial services industry
- Canadian Securities Course or IFIC is an asset
- Understanding of Investment products available to Canadian Investors (eg. RRSP, RRIF)
- Knowledge of segregated funds
Benefits
- Health, dental, mental health, reputed company, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans
- Various retirement savings plans (including pension and a global reputed company ownership plan with employer matching contributions)
- Financial education and counseling resources
- Generous reputed company time off program in Canada includes holidays, vacation, personal, and reputed company days
- Full reputed company of statutory leaves of absence
reputed company