Business Development Associate

2 days ago


Fredericton, New Brunswick, Canada PFS Investment Full time

Job Summary:

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We are seeking a highly skilled Business Development Associate to join our team at PFS Investment. In this role, you will be responsible for providing exceptional customer service and support to our clients.

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About the Role:

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This is a full-time position that requires a strong focus on delivering excellent customer experiences while working closely with our financial advisors and other teams to ensure seamless communication and collaboration.

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Key Responsibilities:

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  • Respond to customer inquiries via phone, email, and in-person, providing assistance with financial products, account management, and service requests.">
  • Assist clients with managing their financial accounts, including account updates, product applications, and status inquiries.">
  • Address customer concerns promptly, investigating and resolving issues such as payment discrepancies, transaction errors, and account changes.">
  • Offer guidance to clients on financial products, including life insurance, investments, loans, and savings plans, while ensuring they understand their options.">
  • Foster positive relationships with clients, ensuring satisfaction and promoting long-term loyalty to our services.">
  • Maintain accurate records of customer interactions, account updates, and service requests in our CRM system.">
  • Ensure all client interactions adhere to company policies, legal requirements, and industry regulations.">
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Requirements:

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To be successful in this role, you must have:

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  • Excellent communication and interpersonal skills">
  • A strong understanding of financial products and services">
  • Ability to work in a fast-paced environment and prioritize tasks effectively">
  • High school diploma or equivalent required; degree in finance, business, or related field preferred">
  • 1-2 years of experience in customer-facing roles, preferably in the financial industry">
  • Strong problem-solving skills and attention to detail">
  • Proficiency in CRM software and Microsoft Office">
  • Ability to work in a team environment and build strong relationships with colleagues">
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What We Offer:

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In return for your hard work and dedication, we offer:

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  • An estimated salary range of $55,000 - $65,000 per year, based on location and experience">
  • A comprehensive benefits package, including health insurance, 401(k) matching, and paid time off">
  • Ongoing training and development opportunities to enhance your skills and knowledge">
  • A dynamic and supportive work environment with a talented team of professionals">
  • The chance to make a meaningful impact in the lives of our clients and contribute to the success of our organization">
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About Us:

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PFS Investment is a leading financial services firm dedicated to helping individuals and families achieve their financial goals. We pride ourselves on our commitment to excellence, integrity, and innovation.

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We are an equal opportunity employer and welcome applications from diverse candidates who share our values and passion for delivering exceptional customer experiences.



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