Agent, Client Experience - Toronto, ON - Hybrid (Fixed Term Contract)

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9 minutes ago
Type
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slack financial services customer service
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๐Ÿ“‹ Description

  • Break down complex investment, trading, and personal finance concepts so they are simple and
  • Own the client journey end-to-end, navigating institutional transfers and resolving back-office
  • Work cross-functionally with Product and Operations to improve tools based on front-line insights
  • Master multiple financial platforms to become a fintech expert

๐ŸŽฏ Requirements

  • 1โ€“2 years of high-volume customer service experience (Retail, Hospitality, Banking, or Tech Support)
  • Genuine interest in personal finance and the stock market
  • Comfortable juggling multiple browser tabs, using Slack, and leveraging keyboard shortcuts
  • Exceptional written and verbal communication skills in English; Bilingual French is a plus
  • Resilient, adaptable, ready for rotating schedule in a hyper-growth environment

๐ŸŽ Benefits

  • Generous vacation days and sick/mental health days
  • Comprehensive health coverage
  • Group savings account access
  • WFH stipend
  • Partner discounts for fitness and lifestyle

๐Ÿšš Relocation support

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