Customer Service Representative, Investments

Résumé du poste

Resolve customer inquiries via telephone and email while providing assistance with investment-related questions. Support contact centre operations by meeting goals and identifying cross-selling or referral opportunities.

Détails du poste

Customer Service Representative, Investments Work arrangement: Fully onsite Employment type: Contract-to-hire Contract term: 6 months to start, with a strong possibility of conversion Pay rate: $22 to $25 per hour Hours: Contact centre operates from 8:00 a.m. to 8:00 p.m., Monday to Friday Start date: October 26, 2026 About the Opportunity Teksystems is currently looking to hire for a customer service representative for one of their big five banking clients, who is interested in working within wealth management and investments. In this opportunity, the candidate will have the opportunity to speak with customers and clients over the phone and via email, and assist with everyday investment questions on the bank's behalf. What You Will Do Resolve customer inquiries received by telephone and email in a timely and effective manner. Use sound judgment, discretion, and problem-solving skills to address customer requests. Support efficient contact centre operations by meeting established goals and following policies and procedures. Identify appropriate cross-selling and referral opportunities through a customer-focused sales mindset. Contribute to a collaborative team culture through active communication, participation, and a positive approach. What You Bring Strong written and verbal communication skills in English. Previous customer service experience handling inquiries through email, chatbot, or live-chat channels. Two to four years of experience in the financial services industry, including familiarity with account-status inquiries, transfers, RRSPs, and general investment options. Two to four years of customer service experience, preferably in a banking contact centre environment. Eligibility to work in Canada through 2027. CSC or IFIC certification, either completed or in progress, is preferred. Why Join This Opportunity? As a primary point of contact for customers, you will serve as an important ambassador for the organization. An advanced training program, combined with your existing skills and experience, will prepare you to provide prompt, accurate, and professional service that reflects established standards for quality and customer satisfaction. You will also help promote a customer-focused culture by consistently delivering high-quality service. Schedule and Training Initial training schedule: 9:00 a.m. to 5:00 p.m., Monday to Friday. Contact centre operating hours: 8:00 a.m. to 8:00 p.m. Shifts will vary, with the latest shift scheduled from 12:00 p.m. to 8:00 p.m. Build your investment-service experience while helping customers navigate their financial needs with confidence. Job Type & Location This is a Contract position based out of Toronto, ON. Pay and Benefits The pay range for this position is $25.00 - $25.00/hr. Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors. Workplace Type This is a fully onsite position in Toronto,ON. À propos de TEKsystems et TEKsystems Global Services Nous sommes un fournisseur de services aux entreprises et de technologies. Nous accélérons la transformation de nos clients. Notre compétence en stratégie, conception, exécution et opérations libère la valeur de l’entreprise par un éventail de solutions. Nous sommes une équipe de 80 000 personnes qui collaborent avec plus de 60 000 clients, notamment 80 % du Fortune 500 en Amérique du Nord, Europe et Asie, qui collaborent avec nous dans le cadre de nos capacités full-stack et notre rythme. Nous sommes des penseurs stratégiques, des collaborateurs pratiques qui aident les clients à exploiter le changement et maîtriser le dynamisme de la technologie. Nous bâtissons le futur en livrant les résultats et en créant un impact positif dans nos communautés mondiales. TEKsystems et TEKsystems Global Services sont des entreprises d’Allegis Group. Découvrez d’autres informations à TEKsystems.com. Ordonnance sur l’égalité des chances de San Francisco: Conformément à l’Ordonnance sur l’égalité des chances de San Francisco, pour tous les postes situés dans la ville et le comté de San Francisco, nous examinerons les candidatures des personnes qualifiées ayant un casier judiciaire ou des antécédents criminels. Utilisation de l’intelligence artificielle (IA): Nous pouvons utiliser l’intelligence artificielle (IA) pour soutenir certaines étapes de notre processus d’embauche, notamment la recherche, la présélection et l’évaluation des candidatures. L’IA aide à analyser les candidatures et les qualifications, mais les décisions finales sont prises par notre équipe de recrutement. En soumettant votre candidature, vous reconnaissez et acceptez que celle-ci puisse être examinée à l’aide d’outils d’IA. About TEKsystems and TEKsystems Global Services We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records. Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.econnaissez et acceptez que celle-ci puisse être examinée à l’aide d’outils d’IA.

Ce que vous ferez

Resolve customer inquiries via telephone and email while providing assistance with investment-related questions. Support contact centre operations by meeting goals and identifying cross-selling or referral opportunities.

Exigences

Requires two to four years of experience in the financial services industry and customer service. Candidates should possess strong communication skills and hold or be in the process of obtaining CSC or IFIC certification.

Compétences indiquées

• Service à la clientèle · Souhaitée
• Résolution de problèmes · Souhaitée
• Communication Skills · Souhaitée

Autres compétences pertinentes

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Customer Service
• Investment Knowledge
• Wealth Management
• Communication Skills
• Problem-solving
• Email Support
• Financial Services
• Account-status Inquiries
• RRSPs
• Investment Options
• Banking Contact Centre
• Sales Mindset
• Cross-selling
• Referral Opportunities
• Professionalism
• Communication
• Operations
• English Language
• Problem Solving
• Investments
• Artificial Intelligence
• Business Valuation
• Sales
• Equities
• Full Stack Development
• Call Center Experience
• Verbal Communication Skills
• Business Transformation
• Customer Inquiries
• Chatbot
• Cross-Selling

Domaines d’emploi

• Customer Service & Support
• Finance & Accounting
• Customer Service Representative
• Customer Service Representative (General)
• Inquiry Clerks
• Customer Service Representatives