Customer Service Representative Jobs in PFS Investment in Toronto - Canada

Customer Service Representative

PFS Investment

Posted on : 22-11-2024

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Job Location

Toronto - Canada

Salary

Not Disclosed

Salary Not Disclosed

Posted on : 22-11-2024

Job Description

Customer Support: Respond to customer inquiries via phone email and inperson 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 longterm 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.If interested please send your update resume to

Employment Type

Full Time

Company Industry

Business Consulting and Services / Outsourcing and Offshoring Consulting / Telephone Call Centers

Key Skills

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About Company

PFS Investment

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Customer Service Representative

PFS Investment

Job Description

Employment Type

Company Industry

Key Skills

About Company

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