Portfolio Assistant Sales, Pb
By BMO At Burnaby, British Columbia, Canada
Provides knowledge detailed information about products and services offered.
Broader work or accountabilities may be assigned as needed. Qualifications:
Keeps current with investment services marketplace, products, and service offerings and the legal and regulatory environment for the industry.
Ensures client needs are met or exceeded; manages requests in accordance with established policies and procedures.
Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
Advanced knowledge of investment process and procedures.
Client Support Officer Jobs
By National Research Council Canada / Conseil national de recherches Canada At Ottawa, Ontario, Canada
Management services - Client focus (Level 2)
Management services - Communication (Level 2)
Management services - Results orientation (Level 2)
Management services - Conceptual and analytical ability (Level 1)
Recent* experience in providing client services to internal or external clients.
Recent* experience in researching, analyzing and synthesizing information.

Are you looking for an exciting opportunity to help people and make a difference? We are looking for a Client Support Officer to join our team and provide exceptional customer service to our clients. You will be responsible for responding to inquiries, resolving customer issues, and ensuring customer satisfaction. If you have excellent communication skills and a passion for helping others, this could be the perfect job for you!

Overview:

Client Support Officers provide customer service and technical support to clients. They respond to inquiries, troubleshoot problems, and provide solutions to clients. They also provide technical advice and assistance to clients.

How To Become an Client Support Officer:

To become a Client Support Officer, you will need to have a high school diploma or equivalent. You may also need to have some experience in customer service or technical support. You may also need to have some knowledge of computer systems and software.

Client Support Officer Skills:

• Excellent customer service skills
• Strong problem-solving skills
• Knowledge of computer systems and software
• Ability to troubleshoot technical issues
• Excellent communication skills
• Ability to work independently
• Ability to work in a team environment

What is Client Support Officer Knowledge?

• Knowledge of customer service principles and practices
• Knowledge of computer systems and software
• Knowledge of technical support principles and practices
• Knowledge of troubleshooting techniques
• Knowledge of customer service software

What is Client Support Officer Responsibilities?

• Respond to customer inquiries and provide solutions
• Troubleshoot technical issues and provide solutions
• Provide technical advice and assistance to clients
• Update customer records in customer service software
• Monitor customer service software for new inquiries
• Follow up with clients to ensure their satisfaction

What is Client Support Officer Experience?

• Previous experience in customer service or technical support
• Experience with customer service software
• Experience with troubleshooting technical issues
• Experience with providing technical advice and assistance

What is Client Support Officer Qualifications?

• High school diploma or equivalent
• Knowledge of customer service principles and practices
• Knowledge of computer systems and software
• Knowledge of technical support principles and practices
• Knowledge of troubleshooting techniques
• Knowledge of customer service software

Client Support Officer Education:

• Bachelor’s degree in computer science, information technology, or a related field
• Certificate in customer service or technical support

Tools to Help Client Support Officer Work Better:

• Customer service software
• Remote access software
• Knowledge base software
• Ticketing system software
• Live chat software

Good Tips to Help Client Support Officer Do More Effectively:

• Stay organized and prioritize tasks
• Listen carefully to clients and ask questions to clarify
• Follow up with clients to ensure their satisfaction
• Keep up to date with new technologies and software
• Document customer inquiries and solutions

Common Client Support Officer Interview Questions:

• What experience do you have in customer service or technical support?
• How do you handle difficult customer inquiries?
• What techniques do you use to troubleshoot technical issues?
• What customer service software are you familiar with?
• How do you stay up to date with new technologies and software?