All jobs within 50 km around Waterloo in Customer Service

05/31/2024

Address:

20 Erb Street West

Wealth Sales & Service

Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives.

• Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.
• Assists the advisory team in preparing for client meetings, including scheduling appointments.
• Handles clients’ general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner.
• Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.
• Maintains and organizes client database and client files.
• Ensures transactions and tasks are appropriately assigned to team members and completed.
• Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.
• Gathers and distributes information on updates to training, guidelines, technology, and other business related information.
• Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience.
• Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.
• Protects the Bank's assets and clients’ assets and complies with all regulatory, legal, and ethical requirements.
• Maintains the confidentiality of client and Bank information.
• Completes complex & diverse tasks within given rules/limits.
• Analyzes issues and determines next steps; escalates as required.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically between 1 – 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an asset
• Knowledge of operational aspects of traditional (stocks, bonds, money market, mutual funds) and non traditional (managed and fee based) products is an asset
• Familiarity with technology applications and software used in the financial planning and investment industry.
• Successful completion of both the Canadian Securities Course and the Conduct and Practices Handbook exam will be required within 18 months from date of hire.
• Successful completion of 30-day BMO NB Investment Representative Licensing Program.
• Basic specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

Please note the base salary for this specific position in Waterloo is $38,000.00.

$31,600.00 - $46,200.00

As a Client Services Coordinator you’ll work with our clients to successfully implement upgrades, customizations, and add-ons to our software products, supporting them through configuration, training, and rollout so they can make the most of their new tools.

You will own the delivery of paid client work from beginning to end, coordinating all activities and aiming at efficient delivery and a great customer experience. Working closely with clients and internal cross-functional teams, this role is responsible for ensuring open communication, timely delivery of the right work, and empowering the customer to make the most of our software.

On the Implementations Team, we collaborate with our customers to build lasting relationships and implement continuous improvements to their online presence and services. We guide our clients through implementations with the goal of understanding their needs and goals, and providing solutions to address them. We are committed to providing exceptional customer service, and work diligently to exceed our clients’ expectations. The Client Services Coordinator plays an important role in all of these objectives.

You will be your clients’ first point of contact during delivery. You’ll be an expert on internal processes relating to product rollout, what is important to your customers, and how our products can be used to meet their needs and help them achieve their goals. You will provide status updates, follow-up with internal and external stakeholders on upcoming or past-due tasks, and ensure that the delivery complies our ISO certified delivery process.

About you:

Your extraordinary attention to detail is how you make your mark. Communication, organization, and juggling priorities comes easily to you, and you thrive in a fast-paced environment. You enjoy working independently and being the owner of your own schedule. You’re a supportive and collaborative team member. You love to solve problems and learn new skills. 

What you’ll do:

• Lead clients through the onboarding process of our software products, aiming to meet standard timelines for key milestones so that we can recognize the revenue to hit our internal financial targets
• Support clients in making the best possible use of our software and services in their business, and help them see the value of our tools
• Prepare for and lead client meetings, take notes, and follow up on all action items
• Respond to emails and client inquiries in a timely manner
• Ensure all delivery work is completed in alignment with our ISO standards
• Follow up with clients and internal teams to ensure tasks are being completed on schedule, and to the required specifications
• Anticipate next steps in the delivery, and identify potential risks or challenges as tasks are completed or due dates missed
• Motivate clients and internal teams to achieve due dates and project goals
• Maintain complete ownership of your client’s service requests throughout their lifecycles 
• Be the voice of the client within our organization, to ensure we all understand what our clients’ needs are, what they expect from us and our products, how they feel about us and our products, etc. / Act as an internal champion of the goals, business needs, and pain points of our client base
• Troubleshoot to identify solutions or workarounds when needed to deliver on requirements or meet a client’s needs
• Coordinate with internal teams to identify answers to client inquiries
• Obtain final approval from clients on completed work and issue invoices from our financial system 
• Provide suggestions on new processes or process improvements and assist in execution
• Create and maintain internal documentation surrounding team processes and workflows

Your skills, experience and qualifications:

• College diploma or 2 years’ relevant work experience
• At least 1 year of customer service experience in any environment
• Personable, friendly, and approachable
• Tech savvy / power user: highly comfortable in the digital landscape and confident to learn-by-doing with new software
• Creative problem-solver, with a demonstrated ability to be resourceful in finding solutions and workarounds especially in a software context
• Personable and a strong communicator
• Proficiency with Microsoft Office applications (Word, Outlook, Excel, PowerPoint) in a work or business context
• Strong organizational and time management skills
• Strong prioritization skills and adaptability to shifting priorities
• Commitment to process improvement, effective problem solving and ability to think creatively

We won’t complain if you also have:

• Experience working with municipal and other public sector organizations in North America
• Experience working in a Software as a Service (SaaS) environment
• Proficiency in either Spanish or French languages
• Knowledge of website and web application trends such as responsive design, structured data, SEO, analytics, accessibility, security etc
• Familiarity with the software development lifecycle and SaaS business operations
• Experience working with Jira, Confluence, HubSpot, or other digital task tracking tools

Position Description: Part-time Customer Service Associates are responsible for front line customer service and reception duties at recreation facilities within the City of Waterloo.

Rate of Pay: $21.40 / hour

Primary Work Location: Waterloo Memorial Recreation Complex (WMRC). Seasonal hours at Moses Springer Community Centre.

Hours of Work: Up to 24 hours per week including evening, weekend and holiday shifts. Work hours are subject to flexibility and change based on organizational needs.

WMRC: Primary hours are between 6:30AM- 11:00PM, 7 days a week.

Please note that this positions require access to reliable transportation as work hours may be outside of public transportation operations.

What we offer:

• Supportive and caring organization that promotes respect, inclusivity, health, safety and wellness;
• Dedication to the organization’s commitment to Reconciliation, Equity, Accessibility, Diversity and Inclusion through ongoing training and access to related programs and workshops, opportunities to connect with others around topics of social justice and equity, and opportunities to be involved with the initiatives that guide this corporate journey;
• Certification as a Living Wage Champion;
• Defined Benefit Pension Plan (OMERS) eligibility for all employees;
• Substantial internal and external training and development opportunities;
• Opportunities to get involved and give back to the community;
• Employee-wide events, activities, site visits, BBQs, etc.;
• Complimentary FitPass for City of Waterloo employees and family members for leisure, swim, and fitness drop-in programs; and,
• So much more!

What you will do:

• Ensuring an exceptional customer experience for City of Waterloo facility guests.
• Addressing general inquiries from members of the public and helping to address any issues or concerns.
• Providing guests of our facilities with information about recreational programs, registration and revenue collection for various programs.
• Answering telephones and directing customers as required.
• Following all daily cash handling procedures, including reporting, while ensuring accuracy and thoroughness.
• Reconciling and balancing revenues, facility bookings, admissions and rentals
• Maintaining a safe and clean working environment for coworkers and the general public, including identifying and reporting any safety hazards or damage to the facility or equipment.
• Communicating and interacting effectively with other facility staff and coworkers.
• Opening and closing duties and other administrative tasks as required.

What you will bring: 

• Post-secondary education in a related field or equivalent combination of education and experience.
• Experience providing front line customer service.
• Experience in handling cash and related administrative duties.
• Sound customer-service focus with excellent communication and interpersonal skills.
• Demonstrated problem-solving skills and the ability to work well both independently and in a team setting.
• Ability to effectively multi-task and handle changing priorities.
• Strong organizational skills and attention to detail.
• Proficient computer skills (MS Office, Excel, Word).
• Previous experience using booking and registration software. (i.e. CLASS or ActiveNet) would be considered an asset.
• A satisfactory police vulnerable sector will be required as a condition of hire.

Requirements:

Languages: Candidates must have knowledge of the English Language

Education: Candidates need standard educational qualifications such as a Secondary (high) school graduation certificate
Experience: Candidates should have experience of 2 years to less than 3 years
Area of specialization: Industrial
Computer and technology knowledge: Database software, Enterprise resource planning (ERP) software, MS Excel, MS Outlook, MS Windows, MS Word, MS PowerPoint, Electronic mail, Programmable logic controller (PLC), and Google Docs

Work setting: Urban area, Private sector, Public sector, Industrial association, and Industrial plant
Transportation/travel information: Own transportation, Own vehicle, and Willing to travel
Type of industry experience: Automotive parts manufacturing

Physical Requirements:

• The candidates should possess attention to detail
• The candidates should be accustomed to a fast-paced environment
• The candidates should be capable of working under tight deadlines
• The candidates should be able to work under pressure

Other Requirements:

• The candidates should prioritize punctuality, demonstrating flexibility and efficient interpersonal skills
• The candidates should have a strong client focus, excel in excellent oral and written communication, and be highly organized
• The candidates should be reliable team players, exhibiting dependability and the ability to multitask
• The candidates should show initiative, exercise good judgment, and be quick learners, functioning effectively in various roles

Candidate Status:

• Candidate must be a Canadian Citizen or temporary or permanent resident of Canada
• Candidate must have legal authorization (Work Permit) to work in Canada
• If Candidates are unable to fulfill above mentioned requirements, don’t apply for the position

Responsibilities:

• The candidates should be able to address customers’ complaints or concerns with professionalism and empathy, receiving and logging complaints for systematic resolution
• The candidates should be able to answer inquiries accurately and promptly, issue receipts, and provide information on the type and cost of services offered to clients
• The candidates should be able to arrange billing for services, ensure accurate documentation, and arrange refunds and credits in accordance with organizational policies
• The candidates should be able to consult with clients after a sale, providing ongoing support and advising on advertising or sales promotion strategies to meet their objectives
• The candidates should be able to act as a spokesperson for the organization, representing its values and interests, while gathering, researching, and preparing communications material for effective client engagement
• The candidates should be able to answer clients’ inquiries and provide information through written and oral communication channels, contributing to overall customer satisfaction

Benefits:

• The candidates will get dental plan, health care plan, group insurance benefits, Registered Retirement Savings Plan (RRSP), and free parking available

How to apply:

If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your Resume, Cover letter, and References attesting experience) through the below-mentioned details

By email
[email protected]

Be prepared for the screening questions. Include answering the following questions while applying:

• Are you available for the advertised start date?
• Are you currently legally able to work in Canada?
• Do you currently reside in proximity to the advertised location?
• Do you have previous experience in this field of employment?
• What is the highest level of study you have completed?

Our Senior Customer Experience Associates are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial goals. 

We are looking for an enthusiastic, driven individual who enjoys meaningful conversation and supporting others. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service throughout the customer’s journey by: 

• Acting as a lobby leader; ensuring customers are appropriately triaged and/or assisted 
• Contributing to the Branch’s targets by identifying and fulfilling simple sales opportunities, including opening day-to-day accounts, fulfilling pre-approved credit opportunities, and processing GICs 
• Nurturing rich, long-standing relationships 
• Being a technology expert and sharing your knowledge by introducing clients to our mobile banking applications and assisting them to better manage their banking needs 

Is this role right for you? In this role you will:

• Build strong customer relationships and deliver excellent customer service 
• Uncover and solve customers’ needs 
• Explain complicated concepts simply 
• Demonstrate success in a target-based performance environment, as well as contribute positively to a team-oriented work environment 
• Demonstrate an eagerness to learn and determination to succeed 

Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you: 

• Have strong customer service skills 
• Are willing to assist in a professional, friendly and efficient manner 
• Are available to work a flexible schedule 
• Have experience with conducting simple sales, proactive marketing calls and providing financial advice  
• Have strong technical skills, able to promote and demonstrate the use of digital/self-service banking options 
• Previous banking experience is a strong asset 

What’s in it for you?

• The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers 
• A rewarding career path with diverse opportunities for professional development 
• An organization committed to making a difference in our communities– for you and our customers 
• You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development 
• A competitive compensation and benefits package

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you'll be on-site.

How you'll succeed

• Client engagement - Help clients manage their accounts and products. Focus on the client experience and make interactions meaningful. Connect clients to the right CIBC team members who can help them reach their goals.
• Problem solving - Listen, ask questions, and put yourself in the client’s shoes. Act like an owner by taking accountability for client issues, and know when to lean on others to create a better solution together.
• Leveraging technology - Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.

Who you are

• You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
• You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
• You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.
• You love to learn. You're passionate about growing your knowledge. You have a strong sense of curiosity.
• You engage with your heart and mind. You care about people and respect different perspectives. You listen to and learn from the experiences of others.
• Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [email protected]

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

• We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

Guelph-9 Woodlawn Rd W.

Employment Type

Regular

Weekly Hours

15

Skills

Client Issue Resolution, Client Relationship Management, Customer Experience (CX), Digital Literacy, Empathy (Inactive), Financial Products, Interpersonal Communication, Standards Compliance, Transaction Services

Location(s):  Canada : Ontario : Guelph 

As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service and are excited to help clients embrace our digital capabilities, you can build a great career with us as a future Account Manager/Banking Advisor.

What will you do?

• Proactively engage with clients in the branch and deliver an outstanding service experience through completing transactions and by identifying opportunities for advice, solutions, digital enablement and partner introductions
• Focus on education and demonstration, leverage technology to deliver a memorable client experience, drive solutions and retain business
• Contribute to team results by listening and spotting opportunities to offer additional advice, introduce clients to the capability of RBC partners, or personally fulfil client solutions
• Proactively take ownership of resolving and preventing client banking problems
• Cultivate and maintain relationships with partners to work as one RBC team
• Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions

What do you need to succeed?

Must-have

• Goal-oriented individual with a demonstrated passion for putting clients first.
• Drive and self-motivation, as well as excellent communication skills and emotional intelligence
• Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)
• Personal flexibility to work flex hours
• Eagerness to learn and determination to succeed

• Confidence and ability to learn financial concepts and willingness to obtain the Investment Funds in Canada or the Canadian Securities Course

Nice-to-have

• Track record in building rapport and maintaining client relationships within the financial, service or retail industry
• Mutual Funds accreditation

Is this job right for you? Check out our video and decide for yourself!

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• A world-class training program in financial services
• Excellent career development and access to a variety of job opportunities across business and geographies
• Leaders who support your development through coaching and managing opportunities
• Work in a dynamic, collaborative, progressive, and high-performing team

Job Skills

Adaptability, Advice Based Solutions, Client Centricity, Client Discovery, Communication, Curiosity, Data Analysis, Digital Literacy

Additional Job Details

5 CLAIR RD E:GUELPH

GUELPH

Canada

15

Part time

Personal and Commercial Banking

Regular

Salaried

2024-06-14