Manage daily requests from Elite advisor contacts ensuring service and quality objectives are attained
Investigate complex inquiries received by Elite partners
Handle escalated issues by phone or email
Partner with teams within Dealer operations to find quick win-win solutions
Educate on policy and procedure when gaps are identified
Develop strong relationships with Elite advisor contacts
Communicate with partners across all locations for consistent experience
Analyze common issues and provide feedback for knowledge gaps
Act as a change champion
Identify opportunities for process and system improvements

Successful completion of a university degree or equivalent post-secondary education program related to this role
3-5 years’ experience in a service and/or back office role within the mutual fund industry
Ability to work flexible hours 8 to 6pm
CSC or IFIC a strong asset
Superior communication skills to deal effectively with a variety of complex situations
High level of resourcefulness to efficiently obtain information required to resolve situations
Excellent organizational skills and the ability to prioritize in a rapidly changing environment
Strong client relationship skills and a client centric mindset
Bilingualism (French, English, both oral and written) is required

Flexible Benefits from the day you join to meet the needs of you and your family
Commitment to creating an inclusive and respectful environment
Opportunities for ongoing personal and professional development
Networking potential with a variety of career paths

Elite Accelerator Specialist, Dealer Operations

Key skills