Service Specialist on the Canada Service team to support branch teams and clients, ensuring Service Excellence in a dynamic, client‑centric environment.
Key Responsibilities
Identify opportunities for improvements within the team/department and act as stakeholder while working collaboratively.
Provide solutions to telephone calls and written correspondence from Financial Advisors and Branch Office Administrators, considering legal/regulatory guidelines and risk.
Leverage understanding of firm products and services to give reliable answers to field associates.
Strive to deliver world‑class client service in line with performance and quality expectations.
Act as a resource for others and support new initiatives, projects, or process changes.
Support callers and peers with complex solutions while communicating regulatory requirements and financial tax processes.