Customer Service Experience Representative

Aviso is a leading wealth management organization dedicated to improving the financial well-being of Canadians. They are seeking a Customer Service Experience Representative to provide exceptional service and support to customers and financial advisors, ensuring a positive experience through effective communication and problem resolution.ResponsibilitiesRespond to inquiries via telephone, email, or chat on our products and services in an efficient, compliant, courteous, and professional mannerProvide exceptional customer experience, take initiative to find creative solutions that make each customer’s experience feel personalAct as the primary contact with the client with respect to the resolution of problems and complaints with deep empathy and a solution-focused outlookDrive continuous improvement by identifying, suggesting and actively participating in process improvementUnderstand and apply department operating policies and proceduresSkillsYou constantly take time to learn about our products and processes because no matter how much training you get there is still so much to learn to become the kind of customer care professional we need and expectYou raise your team-mates up by being an amazing, positive person that can be relied uponYou work hard but also have fun and think it's cool to work for a digital company poised to disrupt an underserviced industryYou take initiative to learn independently and are proud of your ability to improveLastly, you think that customer service is nothing less than an amazing job that is an extremely important part of a company's success and is a highly respected roleRespond to inquiries via telephone, email, or chat on our products and services in an efficient, compliant, courteous, and professional mannerProvide exceptional customer experience, take initiative to find creative solutions that make each customer's experience feel personalAct as the primary contact with the client with respect to the resolution of problems and complaints with deep empathy and a solution-focused outlookDrive continuous improvement by identifying, suggesting and actively participating in process improvementUnderstand and apply department operating policies and proceduresIt helps if you've done this before, so if you have recently worked in a role where you were responsible for helping customers for over a year that is greatIf it was for a company that you can say really cared about customers and was known for that, even betterIf you were thought of as a top producer there, who was known for getting a lot of work done and leaving a trail of smiling, happy customers, then now we are really talkingIf it was in an inbound Contact Centre and/or a retail store, then you are still on trackIf you have any experience supporting business to business to consumer (we support credit unions, their members and our own customers) add another check markIf you have any experience in a digital company, you are really on trackBeing able to change is important as our hours can change and so can your scheduleWe use computers and other technology to do our jobs. You are technically savvyFluent communication skills in English are requiredBilingual skills in French are an assetA post-secondary education is not required but if you have one in financial administration or services, that's a plus!Also, a plus, but not required, would be completion of the Investment Funds Course (IFIC) or the Canadian Securities Course (CSC)Experience in the financial services industry could help, especially if it was with a customer experience leaderBenefitsCompetitive compensation package that rewards and recognizes individual contributionsExcellent health, dental and insurance benefits to meet the diverse needs of our employeesGenerous vacation time, fitness benefit, parental leave top-up optionsMatching contributions to our retirement programCommitment to the continuous improvement of our staff through learning & development and an education assistance programRegular social events to foster teamworkCompany OverviewPowerful Notifications for People, Apps, Devices and Services It was founded in 2011, and is headquartered in San Francisco, California, USA, with a workforce of 501-1000 employees. Its website is http://avisohq.com.



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