CareerPlan

Client Service Representative

Canada, MontréalFull-time2026-09-24 → 2026-11-10

Core

Client Service Representative for financial services, handling incoming requests and maintaining expertise on treasury and trade products.

Role type

Client Service Representative (Financial Services)

Builds

Support for electronic banking product suites

Domain

Banking, Financial Services, Treasury, Trade

Deliverable

client delivery

Required skills

MS Office, computer systems, banking electronic platforms, ERP systems, treasury products, trade products

Preferred skills

Portuguese

Technologies

MS Office, ERP systems

Responsibilities

Manage incoming requests, log requests in tracking tools, find adequate solutions, maintain expertise on product ranges (Cash & Trade) and applicable systems, participate in department meetings and assigned projects