Représentant ou représentante, Unité des solutions de service / Service Solutions Unit Representative
Core
Resolve account issues and financial/non-financial corrections resulting from internal or external errors for Canadian investors.
Role type
Service Solutions Unit Representative (Financial Services)
Builds
Accurate and timely resolution of client account problems and error corrections.
Domain
Financial Services / Mutual Funds
Deliverable
client delivery
Required skills
Financial product knowledge, regulatory compliance, error analysis, bilingual communication (French/English), risk mitigation
Preferred skills
Securities trading course (CCVM) or IFIC designation, 1 year processing experience
Technologies
Microsoft 365, AXIS, XTRACK, ConX ACE, TD Business Windows
Responsibilities
Resolve client account problems accurately and efficiently, apply product and policy knowledge to mitigate risks, contribute to continuous service improvement, enhance client experience
Seniority
Mid-level, hands-on IC