Job Description

Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto. Dynamic Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing professional investment advice to retail investors. Since then, we have evolved to become one of Canada's most recognized wealth management firms. We offer a comprehensive range of products and services, spanning every major sector, geographic region and investment discipline. Our financial solutions include open and closed-end investment funds, fee-based, tax-advantaged and customized high-net-worth programs  Dynamic is a Canadian success story, built on non-negotiable beliefs that drive everything we do. We attract top candidates because our culture allows us to be active (not reactive), results-oriented and passionate about sales. In short, our people are truly empowered, experienced, and Dynamic. We’ve built a foundation whereby different perspectives, ideas and backgrounds continue to help us grow the business.  Is this role right for you? In this role you will:  Interact with customers via phone to provide effective customer service in response to inquiries on Dynamic products and services and assist customers (mainly Advisors and Associates) with resolution of issues regarding accounts and related transactions.Collaborate with members of the team and act as a liaison between clients and other Dynamic Centres of ExcellenceAnalyze accounts, determine, and initiate appropriate follow-up and respond to customers’ needs.Strive to exceed qualitative and quantitative performance standards set by the department daily in an inbound call-center environment.Maintain familiarity with policies and procedures of the department and the Centres of Excellence.Work on special projects as required.