Agent ou agente de centre d’appels – Solution d’épargne et de retraite individuelle
Description
This role serves as the primary point of contact for clients and advisors regarding individual savings and retirement products. The focus is on providing high-quality customer service, answering technical questions about financial products, and ensuring administrative requests are processed accurately to support the company's growth and client retention.
What We're Looking For
Manage inbound and outbound calls from clients and financial advisors,Analyze and process client requests related to savings and retirement accounts,Maintain high standards of service quality and call volume efficiency,Collaborate with internal departments to resolve complex client files,Keep up-to-date with changes in financial regulations and product features
Ideal Candidate
Proven experience in customer service,Ability to navigate multiple computer systems simultaneously,Knowledge of the financial services industry (assets, investments, or insurance)
Minimum Education
High School Diploma (DES) or College Diploma (DEC)
Hard Skills
Soft Skills
Work Hours
35 to 40 hours/week (Variable schedule within business hours)
1 positions available
1 positions available
Benefits
Special Commitments
Must be able to pass a background/security check
Also Available At
About the Company
iA Financial Group
iA Financial Group is one of the largest insurance and wealth management groups in Canada, also operating in the United States. Founded in 1892, it offers a comprehensive range of life and health insurance, savings and retirement plans, mutual funds, and securities to protect the financial wellbeing of its clients.
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