We are seeking a Service Specialist to join the Canada Service team and contribute to the success of our branch teams in delivering an ideal client experience.

Responsibilities

• Identify opportunities for improvements or enhancements within the team/department and act as a stakeholder while working collaboratively with other areas of the firm.
• Provide solutions in response to incoming telephone calls and written correspondence from Financial Advisors and Client Support Team in an accurate and efficient manner, considering legal/regulatory guidelines and risk to the firm.
• Have an understanding of products and services offered by the firm to provide reliable and accurate responses to questions from field associates.
• Strive to provide world‑class client service in line with individual and department performance and quality expectation measures for a Service Specialist.
• Contribute to the overall success of the team/depart...