Aviso is a leading wealth management organization dedicated to improving the financial well-being of Canadians. They are seeking a Bilingual Customer Service Experience Representative to provide exceptional service and support to customers, ensuring a positive experience through effective communication and problem resolution.
Responsibilities
- Respond to inquiries via telephone, email, or chat on our products and services in an efficient, compliant, courteous, and professional manner
- Provide exceptional customer experience, take initiative to find creative solutions that make each customer’s experience feel personal
- Act as the primary contact with the client with respect to the resolution of problems and complaints with deep empathy and a solution-focused outlook
- Drive continuous improvement by identifying, suggesting and actively participating in process improvement
- Understand and apply department operating policies and procedures
Skills
- Fluency (written and spoken) in English and French is required to effectively communicate with partners, clients, and colleagues across Canada
- It helps if you've done this before, so if you have recently worked in a role where you were responsible for helping customers for over a year that is great
- If it was for a company that you can say really cared about customers and was known for that, even better
- If you were thought of as a top producer there, who was known for getting a lot of work done and leaving a trail of smiling, happy customers, then now we are really talking
- If it was in an inbound Contact Centre and/or a retail store, then you are still on track
- If you have any experience supporting business to business to consumer (we support credit unions, their members and our own customers) add another check mark
- If you have any experience in a digital company, you are really on track
- Being able to change is important as our hours can change and so can your schedule
- We use computers and other technology to do our jobs. You are technically savvy
- A post-secondary education is not required but if you have one in financial administration or services, that's a plus!
- Also, a plus, but not required, would be completion of the Investment Funds Course (IFIC) or the Canadian Securities Course (CSC)
- Experience in the financial services industry could help, especially if it was with a customer experience leader
Benefits
- Excellent health, dental and insurance benefits to meet the diverse needs of our employees
- Generous vacation time, fitness benefit, parental leave top-up options
- Matching contributions to our retirement program
- Commitment to the continuous improvement of our staff through learning & development and an education assistance program
- Regular social events to foster teamwork
Company Overview
- Powerful Notifications for People, Apps, Devices and Services It was founded in 2011, and is headquartered in San Francisco, California, USA, with a workforce of 501-1000 employees. Its website is http://avisohq.com.