Reserve Client Specialist

Questrade Financial Group is a leading financial services provider that emphasizes innovation and customer experience. The Reserve Client Specialist role focuses on delivering exceptional service to high-value clients, managing inquiries, and promoting Questrade's products and services to meet client needs.

Responsibilities

• Manage multiple inbound/outbound client support channels (i.e. phones, email, live chats)
• Become subject matter expert on Questrade products and services
• Assist clients in monitoring and managing high value accounts
• Provide technical support to clients on Questrade’s various trading software platforms
• Resolve client problems in a professional manner, escalating issues as required
• Cross-sell Questrade’s products and services
• Identify sales leads and refer clients as necessary
• Participate in team meetings and workshops
• Developing tailored strategies aligned with client goals
• Providing value-added services such as proactive outreach, product updates, and platform tutorials
• Driving asset growth and customer equity expansion
• Achieving monthly targets
• Conduct outbound calling campaigns
• Work independently and proactively to overachieve stretch targets
• Effectively and efficiently manage each client interaction from first contact to resolution

Skills

• SME in areas which include Options, Registered Plan, Products & Services
• Demonstrated ability to provide value added service and asset gathering
• Ability to service HNW and UHNW clients
• Post secondary degree/diploma in related field
• 1+ years experience in sales and/or service
• Flexibility to work rotating 8.5-hour shifts
• Knowledge of French or Mandarin is an asset
• Subject matter expertise in Questrade products and services
• Excellent communication and interpersonal skills
• Strong work ethic and discipline
• Passion for continuous learning and development
• Team-oriented and collaborative mindset
• Reliability, accountability, and attention to detail
• Confidence, energy, and self-motivation
• Have experience in the financial services industry
• Professional Development Recommendations: CSI Courses related to securities and derivatives: CSC (recommended), CPH (recommended), DFC (recommended), OLC (recommended)

Benefits

• Health & wellbeing resources and programs
• Paid vacation, personal, and sick days for work-life balance
• Competitive compensation and benefits packages
• Work-life balance in a hybrid environment with at least 3 days in office
• Career growth and development opportunities
• Opportunities to contribute to community causes
• Work with diverse team members in an inclusive and collaborative environment

Company Overview