Customer Service Representative L-04

Reporting to Managing Director Alain Descheneaux and under the supervision of the administrative coordinator, the person in this position processes fund and annuity transactions, and supports advisors and coordinators when necessary

Main responsibilities

Process funds purchases, redemptions and transfers on a daily basis:

  • Receive and distribute mail received by fund companies, if required
  • Open accounts in UNIVERIS
  • Enter transactions electronically and fax direct transactions to fund companies by 2:00 p.m.
  • Perform daily check of transactions entered with the blotter
  • Perform checks and follow-ups: signature match, KYC updates, transaction forms, changes in representatives, reject reports, funds transaction monitoring in UNIVERIS, accuracy of transactions entered and accepted, commission sharing and trust accounts
  • Send documents and follow-up: changes in brokers, systematic plans (PAC), T-2033, follow up on mail sent to stakeholders
  • Perform various tasks such as: write compensation letters, file documents, verify RRSP loan applications, create advisor fact sheets for the sale of seg funds, dispatch changes of address, open client files, produce client statements when necessary

Process new sales and in-force business related to savings and annuity products:

  • Dispatch forms received (T-2033, T-2151 and TD and others) to head office and follow-up
  • Verify applications and send them to head office
  • Send the following documents and requests to head office: extra deposits, deposit renewals, redemption requests, partial withdrawals, tax receipts, RRSP loans, etc.
  • Provide customer service for all requests or changes
  • Respond to advisors’ requests for information by searching in UNIVERIS, Capsil, Webi and/or by asking head offices

Carry out other tasks related to this position as assigned.


  • High school diploma
  • 3 to 5 years of relevant experience (equivalent combinations of education and relevant experience may be considered)
  • Excellent knowledge of spoken and written French
  • Intermediate-level proficiency in English
  • Proficiency in Microsoft Office suite
  • Knowledge of Univeris, Capsil and Fundserv an asset
  • Completed IFIC course an asset


  • Strong customer service skills
  • Comfortable learning and working with computer systems
  • Recognized organizational skills and thoroughness
  • Excellent ability to manage priorities
  • High level of emotional intelligence
  • Proven track record of completed tasks and responsibilities
  • Tact, diplomacy and discretion
  • Sense of urgency if the task requires it (ability to do a good job quickly)
  • Team player


4150 Ste-Catherine West Street, Westmount