About the Role We're hiring a Customer Service Analyst to join a busy, collaborative investment services team at one of Canada's leading financial institutions. You'll support internal business partners with investment-related questions such as account transfers, registered and non-registered products (RSPs, TFSAs), mutual funds, tax inquiries and statements. The role is a mix of inbound calls, email support and case management. It's a great fit for someone who enjoys helping people and wants to grow in financial services.
What You'll Do
- Answer inbound calls (about 10 to 20 per day, up to 30+ on busy days), respond to emails, and create and manage cases
- Provide guidance on investment products, processes, policies and procedures
- Identify and resolve operational issues within set guidelines, and keep stakeholders updated
- Keep accurate, organized records to support efficient service and reduce risk
- Work with internal teams to analyze issues and recommend solutions
- Take part in team projects and process improvement initiatives
- Stay current on procedures and updates, and support newer team members when needed
Must Haves
- 6+ months of customer service experience (a phone aspect is a big plus)
- Knowledge of investment products (Registered vs Non-Registered)
- Strong communication skills (English, written and verbal)
Nice to Haves
- Canadian Securities Course (CSC) or a similar investment qualification
- Bilingual in English and French
What's In It For You
- Hands-on training with a dedicated trainer and team shadowing
- A welcoming, supportive team
- Experience with a major Canadian financial institution
- Potential for extension or conversion to a permanent role, based on performance and availability
Interested? Apply today with your most recent resume. Qualified candidates will be contacted directly.
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Job Type & Location
This is a Contract to Hire position based out of Toronto, ON.
Pay And Benefits
The pay range for this position is $22.00 - $24.00/hr.
Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.
Job Type & Location
This is a Contract to Hire position based out of Toronto, ON.
Workplace Type
This is a hybrid position in Toronto,ON.
À propos de TEKsystems et TEKsystems Global Services
Nous sommes un fournisseur de services aux entreprises et de technologies. Nous accélérons la transformation de nos clients. Notre compétence en stratégie, conception, exécution et opérations libère la valeur de lentreprise par un éventail de solutions. Nous sommes une équipe de 80 000 personnes qui collaborent avec plus de 60 000 clients, notamment 80 % du Fortune 500 en Amérique du Nord, Europe et Asie, qui collaborent avec nous dans le cadre de nos capacités full-stack et notre rythme. Nous sommes des penseurs stratégiques, des collaborateurs pratiques qui aident les clients à exploiter le changement et maîtriser le dynamisme de la technologie. Nous bâtissons le futur en livrant les résultats et en créant un impact positif dans nos communautés mondiales. TEKsystems et TEKsystems Global Services sont des entreprises dAllegis Group. Découvrez dautres informations à TEKsystems.com.
Ordonnance sur légalité des chances de San Francisco: Conformément à lOrdonnance sur légalité des chances de San Francisco, pour tous les postes situés dans la ville et le comté de San Francisco, nous examinerons les candidatures des personnes qualifiées ayant un casier judiciaire ou des antécédents criminels.
Utilisation de lintelligence artificielle (IA): Nous pouvons utiliser lintelligence artificielle (IA) pour soutenir certaines étapes de notre processus dembauche, notamment la recherche, la présélection et lévaluation des candidatures. LIA aide à analyser les candidatures et les qualifications, mais les décisions finales sont prises par notre équipe de recrutement. En soumettant votre candidature, vous reconnaissez et acceptez que celle-ci puisse être examinée à laide doutils dIA.
About TEKsystems And TEKsystems Global Services
Were 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. Were 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. Were strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. Were 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.
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.
San Francisco Fair Chance Ordinance: 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.
Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.econnaissez et acceptez que celle-ci puisse être examinée à laide doutils dIA.
