Job Description

Job Description

Job Description

Bilingual (Mandarin/Cantonese/English) Direct Investing Banking Customer Service Representative

Our client, a top 5 bank, is looking to add top talent to their Direct Investing Banking team on a contract basis in the Mississauga, ON,.

This opportunity is 90% work from home - with a 12 week paid training period of being completely virtual!

Description:

If you possess a client-focused mindset and have the ability to identify client centric solutions, this role gives you a great opportunity to grow with the Direct Investing team. As an Investment Services Representative, you provide clients with helpful and engaging, professional, efficient, and knowledgeable service over the phone or through electronic communications. You are diligent with an attention to detail, and maximize productivity on an individual and team level. Effective problem resolution, exceptional client service and expert securities knowledge is crucial to your success in this role, along with the ability to thrive in a fast-paced team environment.

Responsibilities:

• Proactively uncover opportunities to match customer needs through effective communication and probing skills to help guide clients to available products and services offered by Direct Investing.

• Work within specified performance metrics for all client communications (verbal or written).

• Uphold a professional image of the bank and Direct Investing Inc. at all times.

• Actively promote the capability and functionality of the Direct Investing website and mobile capabilities, proactively identifying self-service opportunities for clients.

• Provide helpful and engaging, knowledgeable, accurate, responsive, and professional services to clients, including prompt and courteous completion of trade instructions via telephone, or electronic means, all within regulatory requirements and guidelines.

• Understand and apply industry rules and regulations (e.g., IIROC, Provincial, etc.), as well as Bank Enterprise and Direct Investing Inc. policies and procedures to all activities performed.

• Accurately execute client instructions within defined authorities and ensure clients have the means to meet trade settlement obligations.

Qualifications:

•Strong English and Mandarin/Cantonese communication (verbal, written, and transcription), analytical and time-management skills, along with an attention to detail.

• Canadian investment knowledge (either from work experience or personal)

• Must be able to meet with the technological and confidentiality requirements of the role (i.e. private and quiet space, Internet connectivity, etc.)

• University or College degree/diploma or a minimum of 1 year of relevant business experience in a client service role, driven to help meet clients’ needs.

•Ability to work independently as a Remote Office Employee (ROE), working in your home office with proven time management, organizational and problem solving skills

• Excellent team building, problem resolution, and computer navigation skills, as well as strong initiative and the ability to multi task.

• Exceptional customer service skills and, friendly and professional telephone skills.

• Full flexibility to be scheduled for 37.5 hours weekly, anytime during: Monday - Sunday, 7 a.m. - 8 p.m. EST (8 hour shifts)

*completion of the CSC or CPH courses is an asset, but not required

This position also offers health benefits; This role can move into an extension of contract with great performance that could potentially offer future growth opportunities in more technical banking roles. Networking opportunities and banking industry experience.

If you meet the qualifications and are ready for your next career move, please apply with your most up to date resume!

#TEKbank2025

Pay and Benefits

The pay range for this position is $25.00 - $27.00/hr.

Workplace Type

This is a hybrid position in Mississauga,ON.

À propos de TEKsystems et TEKsystems Global Services

Nous sommes un fournisseur de services aux entreprises et de technologies. Nous accélérons la transformation de nos clients. Notre compétence en stratégie, conception, exécution et opérations libère la valeur de l’entreprise par un éventail de solutions. Nous sommes une équipe de 80 000 personnes qui collaborent avec plus de 60 000 clients, notamment 80 % du Fortune 500 en Amérique du Nord, Europe et Asie, qui collaborent avec nous dans le cadre de nos capacités full-stack et notre rythme. Nous sommes des penseurs stratégiques, des collaborateurs pratiques qui aident les clients à exploiter le changement et maîtriser le dynamisme de la technologie. Nous bâtissons le futur en livrant les résultats et en créant un impact positif dans nos communautés mondiales. TEKsystems et TEKsystems Global Services sont des entreprises d’Allegis Group. Découvrez d’autres informations à TEKsystems.com.

About TEKsystems and TEKsystems Global Services

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

Job Tags

Contract work, Work experience placement, Bank staff, Work at office, Remote work, Home office, Shift work, Sunday,

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