Customer Service Representative
Top Benefits
About the role
About Us
Reformed in 2020, Ai Financial’s core team brings over 20 years of experience from Stock market, Options, Investment banking, banking, mutual fund, insurance and segregate fund. We provide Canadian residents with professional investment advice and asset management services.
Our mission is simple: to empower all Canadians to achieve a happy, healthy, and prosperous retirement through financial investment.
Summary
As a Customer Service Representative at AI Financial, you will play a vital role in ensuring our clients receive exceptional service and support. This position is crucial for maintaining our commitment to client satisfaction and fostering long-term relationships.
Responsibilities
- Provide outstanding customer service through effective communication and problem-solving skills.
- Respond promptly to customer inquiries via phone, email, and online channels, delivering friendly and professional support.
- Assist clients with their investment-related questions and provide accurate information.
- Fulfill customer requests related to account management, product information, and general inquiries, ensuring high satisfaction.
- Assist with onboarding new clients and provide guidance on using our digital platforms.
- Maintain detailed records of client interactions and transactions using data entry skills.
- Promote additional services through upselling techniques to enhance client satisfaction.
- Coordinate with advisors, sales, and case operations teams to support business development, drive sales, and enhance customer acquisition efforts.
- Collaborate with team members to improve customer service processes.
Requirements
- Proven experience in customer service or a related field is preferred.
- Excellent communication skills in English; proficiency in Chinese (Mandarin or Cantonese) is an asset.
- Experience in the financial services industry is a plus.
- LLQP license is a plus
- Strong phone etiquette and the ability to engage with clients effectively.
- Comfortable with technology, CRM systems, and online collaboration tools.
- High attention to detail and strong organizational skills.
- Ability to work independently and collaboratively in a team environment.
If you are passionate about providing exceptional customer service and want to be part of a dynamic team at AI Financial Power Group, we invite you to apply today!
Job Types: Full-time, Fixed term contract
Contract length: 12 months
Pay: $60,000.00 per year
Additional pay:
- Bonus pay
- Commission pay
Benefits:
- Casual dress
- Company events
- On-site parking
- Paid time off
Schedule:
- 8 hour shift
- Monday to Friday
Experience:
- Financial services: 2 years (preferred)
- Customer service: 2 years (preferred)
Language:
- Chinese (preferred)
Licence/Certification:
- LLQP (preferred)
Work Location: In person
Expected start date: 2025-07-21
About AI Financial Power Group
Al Financial has been in the industry of financial investment for more than two decades. We insist on value investing, and we believe that only socially responsible companies can truly help their clients make profits.
From the starting of our financial business to now, no clients suffered losses. Working with funding and insurance companies, we select the fund products suitable for our clients as well as manage various types of investment accounts such as TFSA, RRSP, etc..
At the same time, we help our clients apply for Canadian unsecured low-interest investment loans to achieve wealth freedom with financial leverage.
Customer Service Representative
Top Benefits
About the role
About Us
Reformed in 2020, Ai Financial’s core team brings over 20 years of experience from Stock market, Options, Investment banking, banking, mutual fund, insurance and segregate fund. We provide Canadian residents with professional investment advice and asset management services.
Our mission is simple: to empower all Canadians to achieve a happy, healthy, and prosperous retirement through financial investment.
Summary
As a Customer Service Representative at AI Financial, you will play a vital role in ensuring our clients receive exceptional service and support. This position is crucial for maintaining our commitment to client satisfaction and fostering long-term relationships.
Responsibilities
- Provide outstanding customer service through effective communication and problem-solving skills.
- Respond promptly to customer inquiries via phone, email, and online channels, delivering friendly and professional support.
- Assist clients with their investment-related questions and provide accurate information.
- Fulfill customer requests related to account management, product information, and general inquiries, ensuring high satisfaction.
- Assist with onboarding new clients and provide guidance on using our digital platforms.
- Maintain detailed records of client interactions and transactions using data entry skills.
- Promote additional services through upselling techniques to enhance client satisfaction.
- Coordinate with advisors, sales, and case operations teams to support business development, drive sales, and enhance customer acquisition efforts.
- Collaborate with team members to improve customer service processes.
Requirements
- Proven experience in customer service or a related field is preferred.
- Excellent communication skills in English; proficiency in Chinese (Mandarin or Cantonese) is an asset.
- Experience in the financial services industry is a plus.
- LLQP license is a plus
- Strong phone etiquette and the ability to engage with clients effectively.
- Comfortable with technology, CRM systems, and online collaboration tools.
- High attention to detail and strong organizational skills.
- Ability to work independently and collaboratively in a team environment.
If you are passionate about providing exceptional customer service and want to be part of a dynamic team at AI Financial Power Group, we invite you to apply today!
Job Types: Full-time, Fixed term contract
Contract length: 12 months
Pay: $60,000.00 per year
Additional pay:
- Bonus pay
- Commission pay
Benefits:
- Casual dress
- Company events
- On-site parking
- Paid time off
Schedule:
- 8 hour shift
- Monday to Friday
Experience:
- Financial services: 2 years (preferred)
- Customer service: 2 years (preferred)
Language:
- Chinese (preferred)
Licence/Certification:
- LLQP (preferred)
Work Location: In person
Expected start date: 2025-07-21
About AI Financial Power Group
Al Financial has been in the industry of financial investment for more than two decades. We insist on value investing, and we believe that only socially responsible companies can truly help their clients make profits.
From the starting of our financial business to now, no clients suffered losses. Working with funding and insurance companies, we select the fund products suitable for our clients as well as manage various types of investment accounts such as TFSA, RRSP, etc..
At the same time, we help our clients apply for Canadian unsecured low-interest investment loans to achieve wealth freedom with financial leverage.