Service Specialist II

About the Role

Service Specialist on the Canada Service team to support branch teams and clients, ensuring Service Excellence in a dynamic, client‑centric environment.

Key Responsibilities

• Identify opportunities for improvements within the team/department and act as stakeholder while working collaboratively.
• Provide solutions to telephone calls and written correspondence from Financial Advisors and Branch Office Administrators, considering legal/regulatory guidelines and risk.
• Leverage understanding of firm products and services to give reliable answers to field associates.
• Strive to deliver world‑class client service in line with performance and quality expectations.
• Act as a resource for others and support new initiatives, projects, or process changes.
• Support callers and peers with complex solutions while communicating regulatory requirements and financial tax processes.
• Respond to wr...