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Job Description
Maintaining a positive, empathetic, and professional attitude toward customers at all times
Collecting pertinent client information to provide investment options that align with clients financial situations
Responding promptly to customer inquiries
Monitoring market conditions to determine how various changes may impact taxes and client investments
Communicating with customers through various channels
Advising clients on how to apply for mortgages and loans
Acknowledging and resolving customer complaints
Developing and sustaining long-term relationships with clients to encourage repeat business and client referrals
Knowing our products inside and out so that you can answer questions
Cold-calling potential clients to inform them of the various financial products and services on offer
Providing feedback on the efficiency of the customer service process
Developing in-depth knowledge of our financial products to advise clients accordingly
Ensure customer satisfaction and provide professional customer support
Requirements
Ability to stay calm when customers are stressed or upset
Appropriate state licensures
Comfortable using computers
Proven experience working as a Customer services representative
Experience working with customer support
Proficiency in all Microsoft Office applications
Strong mathematical skills
Exceptional customer service skills
Excellent analytical, organizational, and problem-solving skills
Benefits
Terms of employment
- Full Time
- Permanent position
- Can work 30 to 40 hours per week
- Daytime, Flexible, Weekend, Night
Required Years of experience: At least 1 year of experience
Salary: $14.87 $18.97 per Hour
We are a Canadian Immigration, Recruitment & Settlement company based in Canada with multiple branches across the globe. We help our clients who have decided to take the plunge and relocate to the land of opportunities, by offering services related to the scope of employment and education. We at GTR Worldwide ensure that we offer visa consultancy services pertaining to Canada in the best way to make immigrants feel at home. We assist a wide range of clients and agents from all over the world and work to build their strengths and confidence that would, in turn, help them to flourish in the country.
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Bachelor s degree in finance, economics, accounting, or related field Ability to stay calm when customers are stressed or upset Appropriate state licensures Comfortable using computers Proven experience working as a Customer services representative Experience working with customer support Proficiency in all Microsoft Office applications Strong mathematical skills Exceptional customer service skills Excellent analytical, organizational, and problem-solving skills
Employment Type
Full Time
