About this role

Acts as a liaison and provides product or services information and support
Resolves emerging requests related to Finance Services
Ensures every request is dealt with 'Right-First-Time' precision
Manages customer interactions via phone, email, and other channels
Logs interactions and documents all key actions attempted and final resolution
Provides accurate and complete information using the right methods/tools
Assigns tickets to other support teams based on procedures or escalates when necessary
Works on shift rotation as required

Fluently bilingual (French and English)
Graduation from a Community College (finance related an asset)
Demonstrated customer service experience for minimum of two years
Proven ability to manage phone conversations with clarity and a focus on listening to the details
Demonstrated ability to guide callers through complex inquiries effectively
Demonstrated familiarity with call routing and ticketing systems
Demonstrated communication and presentation skills
Demonstrated ability to multitask, prioritize, and manage time effectively
ERP Familiarity: Proficient in navigating platforms like SAP, Oracle, or Workday.

Customer Service Representative, Finance

Key skills