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Investor Services Advisor Support
Job in
Montreal, Montréal, Province de Québec, H1A 0A1, Canada
Listed on 2026-11-05
Listing for:
CIBC
Full Time
position Listed on 2026-11-05
Job specializations:
-
Customer Service/HelpDesk
Bank Customer Service -
Finance & Banking
Bank Customer Service, Financial Sales
Job Description & How to Apply Below
Location: Montreal
Build client relationships at CIBC while supporting Investor Services through inbound calls, online channels, and careful problem solving. Training begins onsite.
This Customer Service Representative role is part of Investor Services Inc., supporting clients including Investors Edge. You will identify needs, ask questions, take accountability for issues, and find timely resolutions. Because the group is non-advice, you will not recommend products or investments.
Key Responsibilities:- Provide frontline support to Investor Services clients
- Listen, ask questions, and understand client concerns
- Complete client requests efficiently and accurately
- Recommend next steps on client matters
- Escalate issues or refer clients when appropriate
- Business degree or diploma
- French and English fluency
- Commitment to client-first service
- Goal-oriented approach with accountability
- Ability to learn ISI products and Investor’s Edge
Use communication, efficiency, and relationship-building skills to support CIBC clients across Investor Services contact channels.
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