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Senior Customer Service Advisor

Insight Global

TorontoFull-timeMid LevelOn-site

Job Description

  • Hybrid role - 3-4x days on site
  • Hourly Rate: 28-30/hr T4
  • 6 Month Contract to start with extensions


Job Description:


Provides daily operational service support and ensures the delivery of exceptional client experiences. Resolves client problems in a prompt and effective manner, while ensuring that enhancement opportunities are identified and addressed or referred during client service interactions.


  • Ensures that tickets are resolved per client’s expectations
  • May be able to apply interest adjustments based on limits.
  • Tracks collection of client service fees.
  • Analyses client feedback, market trends, and competitive intelligence to provide actionable insights for strategic planning.
  • Identifies process improvements to meet client needs more efficiently.
  • Provides input into the planning and implementation of operational programs.
  • Participates in audit and customer issues resolution
  • corrects issues or escalates per guidelines.
  • Participates in audit and client issue resolution, addressing irregularities and driving corrective actions ensuring proper escalation per established procedures.
  • Implements high-impact service strategies that align with client business objectives, ensuring exceptional value and service delivery.


Qualifications:

  • 3 – 5 years of relevant experience in Client Relationship, Financial Services or Service Excellence in a corporate or banking environment is preferred.
  • Bachelor’s degree preferred; Business Administration, Finance or Marketing preferred. Any other related discipline or commensurate work experience considered.
  • Specialized knowledge from education and/or business experience.


Intermediate level of proficiency:


  • Product Knowledge
  • Regulatory Compliance
  • Data Analysis Reporting
  • Document Management
  • Microsoft Office
  • Problem-Solving
  • Collaboration
  • Detail-Oriented
  • Teamwork


*We may use artificial intelligence tools to assist with the screening, assessment, or selection of potential applicants for this position.


Vacancy: This posting is for a currently vacant role, and the successful candidate will be hired into an existing open position.

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