Client Services Specialist

We are hiring for this position out of our Vancouver office. Successful candidates who apply outside of these areas will be expected to relocate and reside in a location that is within a commutable distance.  

Role Overview

You are a highly motivated and skilled Client Services Specialist with experience in providing exceptional customer service in a call-center environment. You are organized, able to switch gears midstream and pay great attention to detail. A proven track record in relationship building and experience working within the financial services industry.

About the day-to-day:

• Respond to incoming customer calls and email inquiries in a timely and professional manner, within agreed service levels.


• Strive to resolve customer issues and queries at first contact and demonstrate ability to build and maintain strong client relationships.


• Maintain a positive, empathetic, and professional attitude towards customers at all times.


• Support customer requests for opening accounts, including handling transactions and supporting customers who walk into the branch.


• Interact with customers to identify their financial needs and refer them to the appropriate expert or guide them to alternative channels such as online banking.


• Ensure key performance indicators are met to maintain call center service levels, emails, and call quality to contribute to team business efficiency targets.


• Stay up to date with all product and services offered by the Peoples Group family of financial services.


• Adhere to all compliance regulations and procedures.

About the Qualifications:

• Flexible to work Eastern or Pacific time business hours depending on business needs.


• Demonstrated ability to build and maintain strong customer relationships, while consistently providing a high standard of service.


• Excellent communication skills both verbal and written. Bilingual in French and English an asset.


• Excellent interpersonal, organizational and time management skills


• Excellent problem-solving skills with a great attention to details


• Adaptable and able to work well under pressure and deadlines.


• A self-starter who can work with minimal supervision.


• Minimum two years’ experience in a customer service role.


• Minimum one year experience in financial services, branch experience preferred.


• Working knowledge of AML/KYC requirements.


• Strong computer skills, with proficiency in Word, Excel and Outlook.


• Knowledge of banking products including high interest savings accounts and term deposits.


• Knowledge of banking systems, such as DNA.

About us: 

Peoples Group is a trusted financial services company for the innovators at the forefront of Canada’s economic future. With offices in Vancouver, Calgary, Toronto, and Montreal, we are driving change by working alongside challenger banks, fintechs, brokers, and merchants to foster a dynamic and competitive financial ecosystem.

Our culture is built on four core behaviours: Grit to Grow, Connect to Collaborate, Putting Clients First, and Owning the Outcome. We believe people do not simply choose a company to work for, they choose a company that makes a positive impact in the lives of Canadians. Above all, we value people, build meaningful relationships, focus on individual strengths, and approach our work with passion.

About the work environment: 

Peoples Group offers a flexible and hybrid work environment. In this role you will work a combination of in-office and remotely from home. Typically, you'll be working regular business hours, Monday to Friday between 8:00am and 4:30pm with flexibility around start/end times.    

We offer: 

• A hybrid work environment, enabling you to balance your personal and professional life seamlessly.


• Competitive salaries, profit sharing, RRSP matching and benefits from day one.


• Generous paid time off to help achieve a healthy work-life balance.


• A strengths-based approach, ensuring we work together more effectively.


• A commitment to your well-being in five key areas: Financial, Physical, Social, Career, and Community.

Compensation:   

Peoples Group is pleased to offer employees a competitive annual salary plus a discretionary profit share opportunity. Salary for this position will vary between $50,000 and $65,000 per year depending on the knowledge, skills, abilities and experience that the chosen candidate possesses.    

NOTE:  This job posting is for an existing vacancy. Peoples Group is an Equal Employment Opportunity employer. Please accept our utmost appreciation for your interest; however, only those applicants under consideration will be contacted.   

We value and celebrate individuality while fostering an inclusive workplace for everyone. If there's any way we can support or accommodate you during the selection process, please don't hesitate to let us know.