Customer Service Representative
Top Benefits
About the role
At CFS Wealth Management Inc. we proudly offer proven financial strategies to create, build, protect and transfer your wealth.
Our objective is to guide our clients, no matter where the starting point may be, to achieving their goals moving forward. First, we will spend time getting to know them with an emphasis on both their short-term and long-term goals and dreams. With this information in mind, we will lay out a blueprint of easy-to-follow steps to achieve these goals and we will stand by them throughout the process.
We are looking for professionals to help us carry our mission forward, help meet the high demand for financial education in todays society.
Responsibilities
- Respond to customer inquiries via phone, email, and chat in a timely and professional manner.
- Analyze customer needs and provide appropriate solutions or escalate issues as necessary.
- Communicate effectively with customers to ensure understanding of their concerns and provide clear information.
- Utilize data entry skills to maintain accurate records of customer interactions and transactions.
- Engage in upselling opportunities by identifying additional products or services that may benefit the customer.
- Maintain a high level of phone etiquette while interacting with customers.
- Collaborate with team members to improve processes and enhance overall customer satisfaction.
Qualifications
- Previous experience in customer service or sales is preferred but not required.
- Strong analytical skills to assess customer needs and provide effective solutions.
- Excellent communication skills in English.
- Proficiency in data entry with attention to detail.
- Ability to handle challenging situations with professionalism and empathy.
- A positive attitude and a willingness to learn new skills.
- Familiarity with upselling techniques is a plus.
Join our team and contribute to creating an outstanding experience for our customers!
Job Types: Full-time, Part-time
Pay: $46,098.00-$48,724.00 per year
Additional pay:
- Bonus pay
Benefits:
- Company events
- Dental care
- Extended health care
- Flexible schedule
- Paid time off
- Work from home
Flexible language requirement:
- French not required
Schedule:
- 4 hour shift
- 8 hour shift
- Evening shift
- Monday to Friday
- Morning shift
Education:
- Secondary School (required)
Experience:
- Customer service: 1 year (preferred)
Work Location: In person
About CFS Wealth Management
Consolidate your investment accounts with a fiduciary. CFS is an independent wealth management firm, registered as an Investment Advisor with the SEC. We first seek to consolidate and simplify our clients' current financial matters; we then develop and implement a plan to help achieve their goals.
Focus on a realistic strategy. At the core of our services is a suite of portfolios designed to ensure consistency with client objectives. CFS is proud to have Fidelity Institutional Wealth Services® for custody of client assets, and utilizes Morningstar® Office for research and portfolio accounting. These third party relationships result in a unique blend of industry strength, objectivity, and an open architecture platform providing checks and balances often lacking in traditional Wall Street firms - as evidenced by a history of bailout, buyout and bonus scandals at many of those firms.
Succeed in reaching your goals. We invite you to learn more about our team of professionals with years of experience helping our clients pursue financial goals. 24/7 access to your portfolio via our cutting-edge Client Web Portal means you never have to wonder if your portfolio is still in line with your goals.
Customer Service Representative
Top Benefits
About the role
At CFS Wealth Management Inc. we proudly offer proven financial strategies to create, build, protect and transfer your wealth.
Our objective is to guide our clients, no matter where the starting point may be, to achieving their goals moving forward. First, we will spend time getting to know them with an emphasis on both their short-term and long-term goals and dreams. With this information in mind, we will lay out a blueprint of easy-to-follow steps to achieve these goals and we will stand by them throughout the process.
We are looking for professionals to help us carry our mission forward, help meet the high demand for financial education in todays society.
Responsibilities
- Respond to customer inquiries via phone, email, and chat in a timely and professional manner.
- Analyze customer needs and provide appropriate solutions or escalate issues as necessary.
- Communicate effectively with customers to ensure understanding of their concerns and provide clear information.
- Utilize data entry skills to maintain accurate records of customer interactions and transactions.
- Engage in upselling opportunities by identifying additional products or services that may benefit the customer.
- Maintain a high level of phone etiquette while interacting with customers.
- Collaborate with team members to improve processes and enhance overall customer satisfaction.
Qualifications
- Previous experience in customer service or sales is preferred but not required.
- Strong analytical skills to assess customer needs and provide effective solutions.
- Excellent communication skills in English.
- Proficiency in data entry with attention to detail.
- Ability to handle challenging situations with professionalism and empathy.
- A positive attitude and a willingness to learn new skills.
- Familiarity with upselling techniques is a plus.
Join our team and contribute to creating an outstanding experience for our customers!
Job Types: Full-time, Part-time
Pay: $46,098.00-$48,724.00 per year
Additional pay:
- Bonus pay
Benefits:
- Company events
- Dental care
- Extended health care
- Flexible schedule
- Paid time off
- Work from home
Flexible language requirement:
- French not required
Schedule:
- 4 hour shift
- 8 hour shift
- Evening shift
- Monday to Friday
- Morning shift
Education:
- Secondary School (required)
Experience:
- Customer service: 1 year (preferred)
Work Location: In person
About CFS Wealth Management
Consolidate your investment accounts with a fiduciary. CFS is an independent wealth management firm, registered as an Investment Advisor with the SEC. We first seek to consolidate and simplify our clients' current financial matters; we then develop and implement a plan to help achieve their goals.
Focus on a realistic strategy. At the core of our services is a suite of portfolios designed to ensure consistency with client objectives. CFS is proud to have Fidelity Institutional Wealth Services® for custody of client assets, and utilizes Morningstar® Office for research and portfolio accounting. These third party relationships result in a unique blend of industry strength, objectivity, and an open architecture platform providing checks and balances often lacking in traditional Wall Street firms - as evidenced by a history of bailout, buyout and bonus scandals at many of those firms.
Succeed in reaching your goals. We invite you to learn more about our team of professionals with years of experience helping our clients pursue financial goals. 24/7 access to your portfolio via our cutting-edge Client Web Portal means you never have to wonder if your portfolio is still in line with your goals.