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Client Support Specialist

3 months ago


Rosser, Canada CALCULUS FINANCIAL Full time
Position Overview

As a Customer Service Representative at CALCULUS FINANCIAL, you will play a vital role in ensuring client satisfaction and maintaining strong relationships with our customers.

Qualifications
  • Education: Completion of a college, CEGEP, or other non-university certificate or diploma program lasting 1 to 2 years.
  • Experience: A minimum of 2 years and less than 3 years in a related field.
Work Environment
  • Industry: Financial management/services.
  • Willingness to relocate may be required.
  • General office setting.
Key Responsibilities
  • Manage and balance daily financial transactions.
  • Process various banking transactions efficiently.
  • Promote and provide information on financial products and services.
  • Store, update, and retrieve essential financial data.
  • Address inquiries and resolve issues related to customer accounts.
  • Assist clients by answering their questions and providing necessary information.
Technical Skills
  • Proficient in MS Windows and MS Office Suite (Access, Excel, Outlook, PowerPoint, Word).
Work Conditions
  • Ability to maintain attention to detail in a fast-paced environment.
  • Capable of meeting tight deadlines and working under pressure.
Personal Attributes
  • Strong accuracy and client-focused approach.
  • Excellent interpersonal skills and flexibility.
  • Good judgment and organizational skills.
  • Team-oriented with effective time management abilities.
Additional Benefits
  • Free parking available.
  • Permanent employment opportunity.
  • Work language: English.
  • Work hours: 35 to 40 hours per week.