Reserve Client Specialist

Questrade Financial Group is a leading financial services provider that emphasizes innovation and customer experience. The Reserve Client Specialist role focuses on delivering exceptional service to high-value clients, managing inquiries, and promoting Questrade's products and services to meet client needs.ResponsibilitiesManage multiple inbound/outbound client support channels (i.e. phones, email, live chats)Become subject matter expert on Questrade products and servicesAssist clients in monitoring and managing high value accountsProvide technical support to clients on Questrade’s various trading software platformsResolve client problems in a professional manner, escalating issues as requiredCross-sell Questrade’s products and servicesIdentify sales leads and refer clients as necessaryParticipate in team meetings and workshopsDeveloping tailored strategies aligned with client goalsProviding value-added services such as proactive outreach, product updates, and platform tutorialsDriving asset growth and customer equity expansionAchieving monthly targetsConduct outbound calling campaignsWork independently and proactively to overachieve stretch targetsEffectively and efficiently manage each client interaction from first contact to resolutionSkillsSME in areas which include Options, Registered Plan, Products & ServicesDemonstrated ability to provide value added service and asset gatheringAbility to service HNW and UHNW clientsPost secondary degree/diploma in related field1+ years experience in sales and/or serviceFlexibility to work rotating 8.5-hour shiftsKnowledge of French or Mandarin is an assetSubject matter expertise in Questrade products and servicesExcellent communication and interpersonal skillsStrong work ethic and disciplinePassion for continuous learning and developmentTeam-oriented and collaborative mindsetReliability, accountability, and attention to detailConfidence, energy, and self-motivationHave experience in the financial services industryProfessional Development Recommendations: CSI Courses related to securities and derivatives: CSC (recommended), CPH (recommended), DFC (recommended), OLC (recommended)BenefitsHealth & wellbeing resources and programsPaid vacation, personal, and sick days for work-life balanceCompetitive compensation and benefits packagesWork-life balance in a hybrid environment with at least 3 days in officeCareer growth and development opportunitiesOpportunities to contribute to community causesWork with diverse team members in an inclusive and collaborative environmentCompany OverviewQuestrade is an award-winning low-cost digital alternative to traditional banks that is changing the Canadian financial services industry. It was founded in 1999, and is headquartered in Toronto, Ontario, CAN, with a workforce of 1001-5000 employees. Its website is http://www.questrade.com.



Apply To This Job