Description
About the Role
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.
- Respond to wr...
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