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Company Overview
# Toronto/Québec/Montreal #Remote/Work from Home #Full time #Customer Service
We are iA Clarington
And we will be invested in you
As one of Canada’s leading investment management companies, iA Clarington brings clarity, integrity and commitment to a complicated global investment landscape. We believe passionately in the value of active management, the investment products we deliver, and the importance of maintaining unwavering attention to both the big picture and the smallest details. Home to a number of highly respected portfolio management teams, together, we earn the trust of advisors and investors by bringing diverse investment views forward through our broad selection of offerings.
As a wholly owned subsidiary of Industrial Alliance Insurance and Financial Services Inc. – Canada’s fourth-largest life and health insurance company – iA Clarington offers a wide range of investment products, including actively managed mutual funds, managed portfolio solutions and socially responsible investments.
Description
iA Clarington Investments Inc. is currently offering an exciting career in our Client Services department. This is a rewarding opportunity to provide exceptional customer service to our clients, while building a foundation to grow within the investments, financial services and insurance industry. Reporting to the Manager, Client Services, you will be primarily responsible for answering incoming calls from financial advisor/broker offices as well as unit holders.
Key responsibilities:
- Answer inbound calls and customer inquiries for product, account and transaction information
- Place outbound calls in response to client queries to resolve outstanding requests
- Process client requests to support the operations of the team
- Use exceptional problem solving skills to resolve issues as they arise and strive for first call resolution
- Build and maintain strong relationships with advisors, brokers and their offices
- Learn about our company products, policies and procedures, and systems and utilize this information effectively on each call
- Participate in continuous improvement initiatives
Essential Attributes:
- You are flexible in balancing personal goals and those of the organization
- You are a positive influence on the team
- You proactively identify the needs of clients and partners
- Your actions are chosen with the client in mind
- You maintain quality standards while demonstrating efficiency
- You take responsibility for the work you are doing and the processes you are developing
- You show courage to challenge accepted ways of doing things
- You identify opportunities and take responsibility to continuously improve your team’s processes
- You consider the opinions, needs and expectations of others in all your actions and decisions without prejudice
- You treat partners and clients with care, consideration, diplomacy and humility
Qualifications:
- 1 to 2 years’ experience in a customer service or call center environment
- Completion of post-secondary education
- Fluent in both English and French – speaking, reading and writing is an asset
- Strong computer skills and the ability to prioritize competing demands
- Interest in and/or knowledge of Mutual Funds and Financial Services industry
- Completion on IFIC and/or CSC considered an asset and required within 1 year of hire
Working Conditions:
- Contact Center is open Monday to Friday
- Shift rotation between 8:00am-4:00pm, 9:00am-5:00pm and 11:00am-7:00pm
- Overtime may be requested during the peak season (January to April) or in connection with various projects
iA Financial Group is committed to fostering a workplace that promotes diversity and inclusion. We can provide accommodation in our recruitment and selection processes to applicants with disabilities where required.
Company Overview
About
iA Financial Group is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.
With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.
At iA, we’re invested in you.
Our commitment to Diversity and Inclusion
At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.
Please note that if you need help or assistance to make the recruitment process more accessible for you, please contact us here. Someone from our team will be happy to assist you.
