Description

• Responsible for answering incoming calls from financial advisors, dealers, and customers.
• Answer inquiries about products, accounts, and transaction information.
• Resolve issues and process client requests.
• Strive to maintain and exceed the firm’s service standards.
• Provide ongoing continued support to build strong relationships with advisors and dealers.

Key skills or attributes

• Personable and articulate
• Adaptive and agile
• Problem solver
• Detail-oriented

Salary range:
$40,000 – $55,000

Recommended courses:
Canadian Investment Funds Course (CIFC)
Canadian Investment Funds Operations Course (CIFOC)