Hybrid Client Services Specialist

Position: Hybrid Client Services Specialist Role
Join Questrade Financial Group as a Client Services Specialist, where customer-centric service meets AI innovation in a hybrid setting. This role is ideal for those passionate about enhancing financial customer experiences.

The Client Services Specialist reports to the Team Lead and plays a vital role in processing inquiries, risk assessments, and providing merchant support. With a minimum of 1-2 years in customer service, especially within the financial realm, your problem-solving and negotiation expertise will be central to achieving exceptional customer satisfaction. You’ll help navigate applicant validations and compliance requirements.

Key Responsibilities:

• Handle inbound inquiries about applications and credit services

• Validate applicants to mitigate fraud risks

• Support point-of-sale credit application processes

• Document procedures while adhering to compliance

• Report customer feedback to the escalation matrix

Requirements:

• 1-2 years of experience in customer service or finance

• Strong communication and analytical skills

• Ability to stay composed under pressure

• Flexibility for rotational shifts

• High-speed internet for remote work capabilities

Contribute to Questrade's mission of transforming financial services while developing your career in an inclusive environment.
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