Financial Service Representative (Mandarin) - Montreal

OTT Financial Group is the parent organization of a group of financial services and investment companies. We leverage cutting-edge fintech innovations to bring excellent financial advice and best-in-class wealth management to our customers and business partners. Empowering 5,000+ merchants and hundreds of thousands of individual clients across Canada, we are the home to a wealth of expertise in forex and securities trading, mobile and cross-border payment, and investment fund management.

We are ambitious, results-focused, and forward-looking. At OTT, you’ll get numerous opportunities to learn and grow, alongside a cohort of talented people from diverse backgrounds and industries. Tackling business challenges in a collaborative and innovative environment, you’ll be encouraged to be your best self and make a meaningful impact.

We are looking for experienced Financial Service Representative (FSR) to support our business growth in Quebec. The primary responsibility is to develop the client base, identify clients’ needs, and promote company’s products and services. This role also involves working with internal teams to ensure a coordinated approach to make clients satisfied.

Responsibilities:

Create a customer-oriented culture where customers are respected including welcoming customers with greetings and providing walk-in customers with tea/coffee/water

Manage inbound/outbound calls in a timely, friendly and effective manner

Provide quality services to clients over the phone, through the Internet and/or face to face

Perform customer verification in accordance with requirements and policies

Identify and assess customers’ needs to reach solutions and achieve satisfaction

Keep records of communication with customers and records of transactions

Communicate and coordinate with internal departments when necessary

Build sustainable relationships with customers through trust and communication

Attend training sessions to improve knowledge and performance, such as the regulations and guidelines issued by FINTRAC as well as OTT’s internal policies

Ensure accuracy and effectiveness in using OTT’s business processing systems

Meet personal/team qualitative and quantitative targets

Maintain a cleaning work environment

Achieve a score no less than 90% in each of the ongoing training assessments

Requirements:

Strong phone contact handling skills and active listening

Familiarity with CRM systems and practices

Customer orientation and ability to adapt/respond to different types of circumstances

Excellent communication and presentation skills

Ability to multi-task, prioritize, and manage time effectively

Mandarin proficiency is mandatory in order to service our Mandarin speaking clients

We provide a comprehensive compensation package and a variety of opportunities for you to grow in a dynamic, collaborative, progressive, and high-performing team. Apply now to unleash your full potential.

We thank all applicants for their interest; however, only those candidates selected for an interview will be contacted.

Accommodations for job applicants with disabilities are available upon request.