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

Scotiabank

Full-time Information and Record Clerks
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Location
Montreal, Quebec, Canada
Posted
March 23, 2026

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 customers’ 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 (strong asset)

  • Knowledge of...

    • Job Details

    • Job Type
      Full-time
    • Category
      Information and Record Clerks
    • Date Posted
      March 23, 2026
    • Application Deadline
      May 02, 2026