We are looking for a dynamic and customer-focused Customer Service Representative to join our team in the Finance industry. In this role, you will serve as the primary point of contact for our clients, assisting them with financial products and services, addressing inquiries, and ensuring an exceptional customer experience. This is an excellent opportunity to grow within the financial services industry, contributing to a company dedicated to making a positive impact on the lives of its clients.
• Customer Support: Respond to customer inquiries via phone, email, and in-person, providing assistance with financial products, account management, and service requests.
• Account Management: Assist clients with managing their financial accounts, including account updates, product applications, and status inquiries.
• Problem Solving: Address customer concerns promptly, investigating and resolving issues such as payment discrepancies, transaction errors, and account changes.
• Financial Education: Offer guidance to clients on financial products, including life insurance, investments, loans, and savings plans, while ensuring they understand their options.
• Customer Retention: Foster positive relationships with clients, ensuring satisfaction and promoting long-term loyalty to our services.
• Record Keeping: Maintain accurate records of customer interactions, account updates, and service requests in our CRM system.
• Compliance: Ensure all client interactions adhere to company policies, legal requirements, and industry regulations.
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If interested, please send your update resume, with your Canadian phone number on, to shirleypfsl@gmail.com