Customer Service Representative

Waterloo, Ontario | Temporary

Job ID: 52050 Industry: Administrative/Office Support

Our client in Waterloo is looking for 6 Customer Service Representatives to work in their Mutual Fund Dealer

Location: Waterloo

Pay Rate: $18/Hour

Contract: 5 months

Hours: 8:30-4:30 with some overtime 

The role of Customer Service Representative offers an exciting opportunity to provide service to financial advisors by the daily processing and administration of transactions related to mutual fund dealer. You will maintain both new and existing business for the sales force. At times, you will be required to handle delicate situations involving our customers and advisors. You will be expected to provide same day service on administrative functions while maintaining a high level of accuracy and professionalism as well as excellent customer service on inbound and outbound calls from our clients and advisors.

Main Accountabilities:

  • Work with advisors to provide service from pre-sale to issue to after sale service
  • Daily processing of transactions related to our products
  • Complete all work with a high attention to detail and accuracy
  • Communicate daily with advisors, team leaders and other staff
  • Respond pro-actively to inquiries or concerns
  • Develop and maintain good client relationships while ensuring confidentiality
  • Review documents to ensure data is correct and within specified terms and obtaining and verifying missing or incomplete data


  • Strong written and verbal skills
  • Excellent customer service skills
  • Proven ability to work well in a multitasked environment
  • Ability to learn and understand different computer systems and programs quickly
  • Solid organizational abilities (ability to prioritize work and handle a variety of responsibilities daily)
  • Excellent interpersonal skills
  • Ability to identify the question and relay accurate information about our contractual and administrative processes in a clear and understandable format
  • Display professionalism at all times
  • Proven ability to work in a stressful and fast-paced environment with fluctuating work volumes
  • Ability to work and contribute in a team environment
  • A detail-oriented, analytical thinker
  • Problem solving and good judgment
  • Excellent mathematical skills
  • Adaptability and flexibility
  • Excellent typing skills
  • Ability to work overtime as needed


  • Experience with Mutual funds and Segregated funds
  • Previous customer service or call centre experience
  • Previous banking experience
  • Previous experience with current systems/programs (i. e. Customer Service Workbench, Lotus Notes, Excel, Word, Valet, etc)

To apply, please click Apply Online or submit your resume by email to:

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Accommodations are available upon request to support your participation during all stages of the recruitment process.

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