Job Title: Customer Service Representative#1013290
Location: Toronto, ON (Hybrid)
Duration: 6 months contract (with possibility of extension/conversion)
Position Summary
We are seeking a detail-oriented and customer-focused Operations professional to join our team. The successful candidate will be responsible for supporting the timely and accurate follow-up of client transfers from other financial institutions into client Wealth. This role operates in a fast-paced call center environment and requires strong communication, technical, and organizational skills.
Typical Day-to-Day Responsibilities
· Make outbound calls to financial institutions to follow up on client transfer requests into client Wealth.
· Work in a call center environment where approximately 80% of daily responsibilities involve conducting outbound calls.
· Ensure timely and accurate follow-up of client transfers from other financial institutions.
· Update internal systems with accurate and complete information.
· Perform data entry activities, accounting for approximately 20% of daily responsibilities.
· Work with internal applications including ISM, Kofax (Imaging System), and in-house Case Management Software.
· Update tickets and maintain accurate documentation throughout the transfer process.
· Ensure accuracy while managing multiple tasks in a fast-paced operational environment.
Must-Have Qualifications
· Previous Operations experience.
· Excellent verbal and written communication skills.
· Strong professional and interpersonal skills with proven phone communication experience.
· Experience making outbound calls in a professional environment.
· Strong attention to detail.
· Excellent multitasking abilities.
· High technical aptitude.
· Strong MS Excel skills with a good understanding of spreadsheets.
· Ability to learn and work with Excel macros during training.
Nice-to-Have Qualifications
· Previous call center experience.
· Experience with ISM, EIS, and ticketing systems.
· Banking experience.
· Bilingual in French and English.
· Experience working with Excel macros.
Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.
Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit https://dexian.com/ to learn more.
Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status
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Pay: $25.00-$26.00 per hour
Language:
Work Location: Hybrid remote in Toronto, ON (Toronto District)
