Customer service representative

4 weeks ago


North York, Canada PFS Investment Full time
Customer Support: Respond to customer inquiries via phone, email, and in-person, providing assistance with financial products, account management, and service requests.
Account Management: Assist clients with managing their financial accounts, including account updates, product applications, and status inquiries.
Problem Solving: Address customer concerns promptly, investigating and resolving issues such as payment discrepancies, transaction errors, and account changes.
Financial Education: Offer guidance to clients on financial products, including life insurance, investments, loans, and savings plans, while ensuring they understand their options.
Customer Retention: Foster positive relationships with clients, ensuring satisfaction and promoting long-term loyalty to our services.
Record Keeping: Maintain accurate records of customer interactions, account updates, and service requests in our CRM system.
Compliance: Ensure all client interactions adhere to company policies, legal requirements, and industry regulations.
If interested, please send your update resume to

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