About Us:
We are dedicated to providing exceptional financial advisory services to our clients. We believe that everyone deserves access to expert financial guidance, and we are committed to making a positive impact on our clients' financial futures. We are currently seeking motivated and customer-focused individuals to join our team as Financial Advisor Customer Service Representatives.
No experience required; we help get your qualifications and government license to succeed.

Job Description:
As a Financial Advisor Customer Service Representative, you will be the first point of contact for our clients. You will play a crucial role in helping them navigate their financial needs, answering inquiries, and providing exceptional service. Your expertise and dedication will help foster long-term relationships with our clients, ensuring they receive the support they need to achieve their financial goals.

Key Responsibilities:
Assist clients with account-related questions, transactions, and financial products.
Provide information on services, fees, and policies, ensuring clients understand their options.
Collaborate with financial advisors to address complex client needs and follow up on client requests.
Stay informed about financial products and industry regulations to provide up-to-date information to clients.

Qualifications:
Previous experience in customer service
Strong communication skills, both verbal and written.
Ability to build rapport and establish trust with clients.
Detail-oriented with strong problem-solving skills.

What We Offer:
Comprehensive training and ongoing professional development.
A supportive and collaborative team culture.
Opportunities for career advancement within the company.

How to Apply:
If you are passionate about helping clients achieve their financial goals and possess a strong customer service mindset, we want to hear from you! Please submit your resume outlining your relevant experience via moreenjay66@yahoo.com

Requirements: Must hold an open work permit, protected status, PR, or Citizenship in Canada.
Ready for a rewarding career? Send us a message today to learn more!
When you call please mention you found this ad listing on OKz.ca