Financial Services Ambassador

23 hours ago


Fredericton, New Brunswick, Canada PFS Investment Full time

Company Overview

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  • PFS Investment is a leading provider of financial services.
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Job Summary

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We are seeking an experienced and skilled Customer Service Representative to join our team. This individual will be responsible for providing exceptional customer service and support to our clients, ensuring their needs are met and exceeded.

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Key Responsibilities

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  • Respond to customer inquiries via phone, email, and in-person, providing timely and effective assistance with financial products and account management.

  • Assist clients with managing their financial accounts, including updates, product applications, and status inquiries.

  • Address customer concerns promptly, investigating and resolving issues related to payment discrepancies, transaction errors, and account changes.

  • Offer guidance to clients on financial products, including life insurance, investments, loans, and savings plans.

  • Foster positive relationships with clients, promoting long-term loyalty and satisfaction with 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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  • Bachelor's degree in a relevant field or equivalent experience.

  • Minimum 2 years of experience in customer service or a related field.

  • Excellent communication and interpersonal skills.

  • Ability to work in a fast-paced environment and meet deadlines.

  • Knowledge of financial products and services.

  • Basic computer skills and proficiency in CRM systems.

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Benefits

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  • Competitive salary: $50,000 - $65,000 per year, based on experience.

  • Ongoing training and development opportunities.

  • Opportunities for advancement within the company.

  • A dynamic and supportive work environment.

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Location

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This role is based in [location], with occasional travel to other locations as required.



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