customer service representative

bilingual customer service associate

senior customer service representative

business development manager

associate

AGF Management Limited

Preparing the morning report including cash management and products analysis report sent to director, manager and other departments. Preparing major monthly reconciliations of balance sheet accounts, within established deadlines and the department’s requirements to maintain high levels of accuracy.

Proactively works to resolve interpersonal issues. Actively seeks
and pursues the building of relationships and overcomes difficult obstacles to developing relationships. Actively promotes cooperation across departments. Acts to promote good team relationships regardless or personal likes or dislikes. Promotes friendly climate, fosters group identity, and good morale. Creates a sense of belonging among team members and protects team reputation. Brings team conflict into the open and facilitates resolution.

Always be expected to provide consistent internal and external client
service. I understands the importance of client service and can be counted on to help resolve client/partner problems. As one of the senior accountants on the team, I was looked upon to provide my guidance and expertise to the more junior members of the team.

I could interacts easily with my team members as well as others in order to achieved team goals. I can be counted on to lend an extra hand when things are at their busiest or during extenuating circumstances.

As a Senior Business Systems Analyst my role was to help the Trust call center client improve their key business processes in addition to better manage document output.   There were high expectations of performance delivery but the management was very liberal minded and flexible.   

I had a great amount of autonomy to run with whatever project came down the pipeline and had many opportunities to stretch myself.   My co-workers were great to work with and always helpful.   

The hardest part of the job was not always knowing if I was doing the right thing (because I had so much autonomy) but at the same time, I enjoyed and appreciated the fact that my experience is what got me hired and as such, my VP and manager expected no less than the best.   

I enjoyed the dynamics of the small projects that I worked on as a Business Analyst while allowing me to get experience managing these projects as well.   

Provided support for financial enterprise solutions through IT applications.

Typical tasks:
- Respond to change tickets submitted by project leads
- Prepare reports highlighting important indicators including ticket turnover, ticket response time, outstanding days
- Chaired weekly meeting with Change Advisory Board
- Communicate with project leads about ticket requirements and issues

Worked as a part of the Change Management team, very friendly management team, resourceful and amiable people

Enjoyed the work environment, entire floor was very open to conversation and helping each other out

•Most days included a lot of work but also some chuckles with and support from co-workers.
•I was testing software, training and supporting staff and managing vendor relationships before I even knew what a Business Analyst was. AGF supported me in formalising my skills. The PMO there are a great team of people.
•Management have worked their way up through the ranks and really know what it means to be in your shoes, hence the wonderful support they provided.
•I loved that I was able to learn so much about the different departments and people that I worked with throughout the company!

Benefits, vacation (15 to start) and wellness days (6) are decent. Training is very informal and although other colleagues are approachable, I found myself asking  questions all the time (even years into the role). Internal colleagues are nice, however, I did not get along with my direct report, which in turn, created a toxic work environment for me (and for other people who couldn’t raise their concerns). Company culture was OK - didn’t find people extremely cliquey. Pay could be  better in comparison to other firms. Hybrid remote expectation is 3 times in office. 

Financial Service Representative, mortgage loans                          
AGF trustToronto                                               		    	           02/2012 to 03/2013
- Handle all post funding queries for conventional and non-conventional mortgage CMHC insured
- Assist clients for their renewal, early renewals with fixed rates or adjustable rates 
- Advise clients on the refinance for a bigger house, second house, investment property or rental property
- Execute payment frequency change for clients monthly, bi-monthly, bi-weekly or weekly

I worked with most senior management team and all the various departments
I was described as someone that knows everything about AGF and its product line from mid 1980 to current.
Due to my knowledge of the Company I was often taken advantage in getting everything reviewed and approved by me
I enjoyed working with everyone and most of the teams had great respect for me.

Everything is wrong with this company. They want to advance across Canada without understanding the markets in different provinces and cities.

They work in black & white without any concept of what goes on in the grey.

A lot of files get approved in the grey with a few acceptions here and there. With AGF, there is no grey and thus, if you are on commission, you have no pay.

Processing incoming documents on internal computer systems and identifying Letter of Direction, Application Form, Miscellaneous etc.
Match incoming documents with client file information by searching in different database 
Learned to pay attention to details and investigation skills
Co-workers encourage asking questions and are very friendly

What is the best part of working at the company?
Good benefits, rsp  and bonus plan. 

What is the most stressful part about working at the company?
Poor leadership and terrible HR team.

What is the work environment and culture like at the company?
Toxic, bullying culture.  No one takes action for poor treatment of employee. 

What is a typical day like for you at the company?
Busy and hectic.  Long hours are norm.

Top Job Titles	Average salary
Customer service representative 3 salaries reported	$56,917 per year
Bilingual customer service associate 2 salaries reported	$58,525 per year
Senior customer service representative 1 salary reported	$55,250 per year
Business development manager 2 salaries reported	$100,000 per year
Associate 2 salaries reported	$85,000 per year

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