PFS Investment

1 week ago

Fredericton, New Brunswick, Canada PFS Investment Full time
Job Summary:

PFS Investment is seeking a skilled and dedicated Customer Support Specialist to join our team. As a key member of our customer support unit, you will play a vital role in providing exceptional service to our clients, ensuring their satisfaction, and promoting long-term loyalty to our services.

About the Role:

This is a full-time position that involves responding to customer inquiries via phone, email, and in-person. You will provide assistance with financial products, account management, and service requests. Additionally, you will assist clients with managing their financial accounts, including account updates, product applications, and status inquiries.

Key Responsibilities:
  • 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.
  • 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.

Requirements:

To be successful in this role, you will need:
  • A strong understanding of financial products and services.

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