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Customer Service Representative, Call Centre, Dynamic Funds - Montreal, QC

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Scotiabank
๐Ÿ“ Montreal, Canada
๐Ÿ“
Location Montreal
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Posted March 23, 2026
๐Ÿš—
Commute Local Area
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This job is in your area. Enjoy a short commute and work close to home.

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Job Description

Is this role right for you?

In this role you will:
  • Interact with customers via phone to provide effective customer service in response to inquiries on Dynamic Funds products and services and assist customers (mainly Advisors and Associates) with resolution of issues regarding accounts and related transactions.

  • Collaborate with members of the team and act as a liaison between clients and other Dynamic Centres of Excellence

  • Analyze accounts, determine, and initiate appropriate follow-up and respond to customersโ€™ needs.

  • Strive to exceed qualitative and quantitative performance standards set by the department daily in an inbound call-center environment.

  • Maintain familiarity with policies and procedures of the department and the Centres of Excellence.

  • Work on special projects as required.
  • Experience & Education:

  • University degree in Finance or related studies (strongย asset)

  • Knowledge of...
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    ๐Ÿ“ Location Details

    ๐ŸŒ†
    City
    Montreal
    ๐Ÿ—บ๏ธ
    Country
    Canada
    ๐Ÿš—
    Commute
    Local Area

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