Hybrid Dealer Services Representative Role

Excel in a temporary full-time Dealer Services Representative position with CGL, a leading Canadian financial cooperative. Utilize your mutual fund knowledge and client service skills in a hybrid work environment.
CGL is seeking a Dealer Services Representative to enhance its CFIS Distribution Support team. This role is ideal for candidates with at least one year of experience in investments and a background in Business Administration or Finance. Success in this position requires maintaining compliance in mutual fund licensing and effectively addressing client issues through proactive communication.
Key Responsibilities:
• Review transaction requests for necessary documentation
• Execute accurate translations for client account updates
• Provide expertise on client issues and complaints
• Identify and escalate non-compliance concerns
• Maintain relationships with business partners
Requirements:
• 1+ years of experience in investments
• Post-secondary educa...

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