Founded in 1987, Croesus is a WealthTech offering cutting-edge, easy to use, and highly secure wealth management solutions. A leader in the sector with over 180 employees in Montréal and Toronto, Croesus’s solutions include a portfolio management system, a centralized portfolio rebalancing tool and application programming interfaces (APIs) which allow wealth management professionals to make informed decisions and maximize performance. The solutions are designed for interconnectivity and third-party integration to provide a best-in-class user experience and cover investment process regulatory requirements. Croesus has won several awards and industry recognition as a high-quality product supplier and a remarkable employer.
Reporting to the Customer Service Center ( CSC is avalaible for our clientèle 24/7) team leader, the analyst adresses all questions and requests received in order to ensure customer satisfaction and get them to maximize product use.
- The success in using the software depends on your interventions, mainly by email and phone;
- You analyze, prioritize, investigate and solve problems related to the use of our portfolio management software;
- You follow up closely with new customers during acceptance tests;
- You participate in project committees concerning new clients and oversee the integration of customer service into new projects;
- You collaborate with team members in order to maximise efficiency throughout the CSC;
- You recommend all procedures necessary to improve services.
- University degree in a related field;
- Knowledge of the financial markets and securities trading (CCVM) is an asset ;
- Minimum of one year of experience in a training position or in a support center or customer service experience;
- Ability to quickly master new software;
- Ability to use multiple technologies;
- Ability to respond quickly to problems in existing systems;
- Excellent problem-solving skills;
- Ability to work autonomously and manage priorities;
- Written and oral proficiency in English and French.
Offer to all our dear Croesussians !
- Annual salary + Corporate incentive plan
- Teleworking or hybrid (head office_Laval + office in Toronto)
- Unlimited vacation plan
- Sports program + Croesus GYM
- Telemedicine + group insurance (super useful for the family 😉)
- Group RRSP
- Goodies Boutique Croesus
Are you interested in this challenge? Do you believe you have the qualities and expertise required for this position? Please complete your application today.
Although all applications are carefully analyzed, we will communicate only with those selected. Thank you for your interest in Croesus.