Financial Customer Service Representative
5 months ago
**Customer Service Specialist/Office Administrator**
**Key responsibilities include, but are not limited to**:
- Input orders into the ERP system and complete the cycle via invoicing, credit card payments, collections, and reporting activities according to specific deadlines.
- Prepare and edit documents including correspondence, or international shipments in an accurate and timely manner
- Investigate and resolve customer invoicing queries
- Maintain up to date accounts receivable customer files and records
**EDUCATION**:
Diploma or Bachelor’s Degree in Business or related discipline is an asset
**EXPERIENCE/KNOWLEDGE**:
- Minimum of 5 years customer service or administration experience preferably in a manufacturing / Distribution environment
- Knowledge of customer service principles and practices
**SKILLS & ABILITIES**:
- Ability to exhibit a calm friendly, courteous, and professional demeanor all times
- Skillful in keyboard data entry functions with speed and accuracy
- Proficiency in using Microsoft Office
- Excellent time management and prioritization skills with multitasking ability
- Information management and maintaining confidentialityMarkham Distributor is seeking a Customer Service Representative to join our team. This position will be responsible for providing excellent customer service to customers, answering questions, assisting in the order entry process, and resolving customer complaints. The Customer Service Representative will work closely with the sales team and will be involved in the overall customer service experience.
**Responsibilities**
- Answer phones and answer basic questions about our products and services
- Booking appointments
- Enter orders into accounting system and process credit card payments
- Process returns and exchanges of products
- Update website customers about their account status or order status
- Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution
- Keep records of customer interactions, process customer accounts and file documents
- Follow communication procedures, guidelines and policies
- Take the extra mile to engage customers (we call it “ethereal”ness)
**About You**:
- You are a someone who loves to talk on the phone and you’re a natural problem solver. You’re a people person who enjoys solving problems. You’re extremely detail oriented. You have excellent listening skills. You’re organized, detail oriented, and a self-starter who can take on any task that is put in front of you. You are someone who enjoys being around people regularly. You are very outgoing and would love to have people come to you with questions about our company or products. You are very detailed when it comes to your work. You follow all company policies and procedures very closely. You are very coachable and will go the extra mile for an answer if needed. You are an excellent communicator both written and verbal. You follow all company policies and procedures very closely. You are an excellent multi-tasker We are a small business that is growing rapidly so there is plenty of room for growth into management positions
**Salary**: $21.00-$23.00 per hour
Schedule:
- Monday to Friday
Ability to commute/relocate:
- Markham, ON L3R 3W1: reliably commute or plan to relocate before starting work (required)
**Education**:
- Secondary School (preferred)
**Language**:
- English (preferred)
Work Location: In person
-
Customer Services Representative
3 months ago
Markham, Canada BMO Financial Group Full time710 Markland Street Markham Ontario,L6C 0G6 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...
-
Customer Service Representative
3 months ago
Markham, Canada BMO Financial Group Full time900 - 5221 Hwy 7 E Markham Ontario,L3R 1N3 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...
-
Customer Service Representative
2 months ago
Markham, Canada BMO Financial Group Full time9660 Markham Road Markham Ontario,L6E 0H8 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...
-
Customer Service Representative
6 months ago
Markham, Canada BMO Financial Group Full time900 - 5221 Hwy 7 E Markham Ontario,L3R 1N3 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...
-
Customer Service Representative
6 months ago
Markham, Canada BMO Financial Group Full time3993 Highway 7 Markham Ontario,L3R 5M6 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall...
-
Customer Service Representative
6 months ago
Markham, Canada BMO Financial Group Full time2851 John Street Markham Ontario,L3R 5R7 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...
-
Customer Service Representative
5 months ago
Markham, Canada BMO Financial Group Full time1661 Denison Street Markham Ontario,L3R 6E4 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...
-
Customer Sevice Representative
2 months ago
Markham, Canada BMO Financial Group Full time1661 Denison Street Markham Ontario,L3R 6E4 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...
-
Financial Services Representative
2 weeks ago
Markham, Ontario, Canada JinXi Financial Full timeAbout JinXi FinancialJinXi Financial is a leading financial institution dedicated to providing top-notch services to its clients.Salary RangeThe estimated salary for this position ranges from $60,000 to $80,000 per year, depending on location and experience.Job DescriptionAs a Mortgage Officer at JinXi Financial, you will play a crucial role in helping...
-
Financial Representative
5 months ago
Markham, Canada Desjardins Financial Security Independent Network - Markham #293 Full time**Financial Representative** Our financial centre is searching for a Financial Representative to join our dynamic team. **The Profession** The role of a financial representative involves meeting with people to put a plan in place with risk/reward appropriate investments to help them achieve their dreams of home, enjoyable leisure time and having an active...
-
Customer Service Representative
6 months ago
Markham, Canada BMO Financial Group Full time1661 Denison Street Markham Ontario,L3R 6E4 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...
-
Customer Service Representative
5 months ago
Markham, Canada BMO Financial Group Full time3993 Highway 7 Markham Ontario,L3R 5M6 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall...
-
Customer Service Representative
6 months ago
Markham, Canada BMO Financial Group Full time710 Markland Street Markham Ontario,L6C 0G6 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...
-
Customer Service Representative
6 months ago
Markham, Canada BMO Financial Group Full time86 Main Street North Markham Ontario,L3P 1X8 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...
-
Financial Services Representative
3 weeks ago
Markham, Ontario, Canada JinXi Financial Full timeJinXi Financial is seeking a skilled Mortgage Officer to join our team.The ideal candidate will have 2 years of experience in a fast-paced environment with a large caseload, and be able to work under pressure with attention to detail.Responsibilities:Approve or reject loan applicationsAssist clients with financial objectives such as business expansion, debt...
-
Customer Service Representative
2 months ago
Markham, Canada Chubb Full timeThe main function of this hybrid role is to provide quality service to our policyholders, Regional Offices, and other departments within the Head Office, as well as working with our US counterparts. In this role, you will solve customer issues, help achieve customer’s expectations and handle all customer-facing service procedures, documenting policies and...
-
Customer Service Representative
1 month ago
Markham, Ontario, Canada BMO Full timeJob SummaryWe are seeking a highly skilled Customer Service Representative to join our team at BMO Financial Group. As a key member of our branch team, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing advice and guidance on financial solutions that meet their individual...
-
Bank Teller/customer Service Representative
5 months ago
Markham, Canada CTBC Bank Corp. (Canada) Full time**Customer Service Representative (CSR)** Position Type: Regular Position Status: Full-time Work Location: Markham, ON **Description**: CTBC Bank Corp. (Canada) is a subsidiary of CTBC Holding Company Ltd (CTBC Bank). We are part of a global banking network and amongst the largest and most profitable privately owned banks headquartered in Taiwan. We are...
-
Financial Services Representative
2 weeks ago
Markham, Ontario, Canada Aviva Full timeAviva Canada is a leading insurance company dedicated to providing innovative solutions for its customers.The Financial Services Representative - Bilingual will play a vital role in delivering exceptional customer service and support to our clients.Job Summary:We are seeking a highly motivated and organized individual to join our team as a Financial Services...
-
Customer Service Representative
1 month ago
Markham, Ontario, Canada CB Canada Full timeCustomer Service Representative OpportunityWe are seeking a highly skilled Customer Service Representative to join our team at CB Canada. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients through phone calls, emails, and chats.Key Responsibilities:Assist customers with placing orders,...