Full-time
Client Services - Dealer Services Representative
Posted by Co-operators Group • mississauga, peel region, Canada
About the Role
Join CGL as a temporary full-time Dealer Services Representative and support excellent client service in the mutual fund industry. This hybrid role enables impactful work with important business partners.
In this role, you'll be vital for the CFIS Distribution Support team, assisting with compliance and transaction accuracy for mutual fund licensing. Ideal candidates will have experience in investments and relevant post-secondary education. Your role includes addressing client issues and fostering relationships to ensure operational success in a client-centric environment.
Key Responsibilities:
• Review and verify transaction documents
• Guide advisors through client account updates
• Manage and resolve client complaints effectively
• Escalate compliance issues as necessary
• Foster effective partnerships with stakeholders
Requirements:
• Minimum 1 year of investment experience
• Degree in Business Administration or Finance
• Familiarity with insurance ...
In this role, you'll be vital for the CFIS Distribution Support team, assisting with compliance and transaction accuracy for mutual fund licensing. Ideal candidates will have experience in investments and relevant post-secondary education. Your role includes addressing client issues and fostering relationships to ensure operational success in a client-centric environment.
Key Responsibilities:
• Review and verify transaction documents
• Guide advisors through client account updates
• Manage and resolve client complaints effectively
• Escalate compliance issues as necessary
• Foster effective partnerships with stakeholders
Requirements:
• Minimum 1 year of investment experience
• Degree in Business Administration or Finance
• Familiarity with insurance ...
Ready to Apply?
Submit your application today and take the next step in your career journey with Co-operators Group.
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