Advisor Support Specialist

Description

Domain : Technical Client Support

Type : Contract (6 months)

Mode : Hybrid

The Advisor Support Specialist :

• Has acquired knowledge and skills through formal training or considerable work experience.
• Works following established procedures, under moderate supervision.
• Has acquired the skills required to perform a variety of tasks.
• Understands how their assigned tasks are coordinated with the team’s other tasks and how the team is coordinated with other teams in the back office.
• Has no supervisory responsibilities; manages own workload.
• Identifies and solves common problems that may arise in own area, without the supervisor’s authorization; evaluates and selects solutions from established options.
• Influences own team through the quality of the services or information provided; adheres to standardized procedures and practices and is regularly but moderately supervised and monitored.
• Uses communication skills to share information.
  
  

Primary responsibilities :

• Responsible for supporting investors and advisors with various applications, administrative inquiries, and problems.
• Handle email and phone service requests and inquiries.
  
  

Secondary responsibilities

• Complete various projects when assigned.
  
  

Job Requirement :

• 1-2 years’ work experience in Financial Services and Customer Service industry or 1-2 years in a Client Services representative role.
• Post-secondary education in Business Management/Administration and/or Finance.
• Completion of CSC and/or IFIC Operations and/or IFIC Sales course.
• Knowledge of Investment and Financial Services industry and/or organization.
• Knowledge of Contact Center technology and best practices.
• Knowledge of OSC National Instruments.
• Strong computer skills and knowledge.
• Strong communication and interpersonal skills.
• Ability to balance competing priorities.
  
  

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.
• Advanced level of English language skills, both oral and written to handle calls and emails from Advisors regarding technical issues on internal software and tools, and interact with English speaking colleagues and clients from across Canada on a daily basis.
  
  

Compensation :

The typical hiring range for this position is between $45,000 and $50,000; The base salary offered is based on location and may vary depending on skills, job knowledge, experience and internal equity. All permanent iA employees are also entitled to an annual bonus.

At iA, we are committed to a fair, market-based compensation structure. Our market data is updated annually to reflect the most recent market conditions.