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About the Role
Teksystems is seeking a Customer Service Representative for a major banking client in the wealth management and investments sector. This role involves assisting customers with everyday investment questions via phone and email.
Responsibilities
- 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.
Requirements
- 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.
Skills
- Customer service
- Communication skills
- Financial services
- Investment options
- Problem-solving
Location
- Toronto, ON
Work Type
- Fully onsite
- Contract-to-hire
Experience Level
- Two to four years
Education Level
- CSC or IFIC certification, either completed or in progress, is preferred.
Salary/Compensations
- $22 to $25 per hour
About the Company
- 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.
Equal Opportunity
- 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.
- 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.