Customer Service Representative

22 hours ago

Richmond Hill, Canada AI Financial Power Group Full time

**About Us**

Reformed in 2020, Ai Financial’s core team brings over 20 years of experience from Stock market, Options, Investment banking, banking, mutual fund, insurance and segregate fund. We provide Canadian residents with professional investment advice and asset management services.

Our mission is simple: to empower all Canadians to achieve a happy, healthy, and prosperous retirement through financial investment.

**Summary**

As a Customer Service Representative at AI Financial, you will play a vital role in ensuring our clients receive exceptional service and support. This position is crucial for maintaining our commitment to client satisfaction and fostering long-term relationships.

**Responsibilities**
- Provide outstanding customer service through effective communication and problem-solving skills.
- Assist clients with their investment-related questions and provide accurate information.
- Fulfill customer requests related to account management, product information, and general inquiries, ensuring high satisfaction.
- Assist with onboarding new clients and provide guidance on using our digital platforms.
- Maintain detailed records of client interactions and transactions using data entry skills.
- Promote additional services through upselling techniques to enhance client satisfaction.
- Coordinate with advisors, sales, and case operations teams to support business development, drive sales, and enhance customer acquisition efforts.
- Collaborate with team members to improve customer service processes.

**Requirements**:

- Proven experience in customer service or a related field is preferred.
- Excellent communication skills in English; proficiency in Chinese (Mandarin or Cantonese) is an asset.
- Experience in the financial services industry is a plus.
- LLQP license is a plus
- Strong phone etiquette and the ability to engage with clients effectively.
- Comfortable with technology, CRM systems, and online collaboration tools.
- High attention to detail and strong organizational skills.
- Ability to work independently and collaboratively in a team environment.

**Job Types**: Full-time, Fixed term contract
Contract length: 12 months

Pay: $60,000.00 per year

Additional pay:

- Bonus pay
- Commission pay

**Benefits**:

- Casual dress
- Company events
- On-site parking
- Paid time off

Schedule:

- 8 hour shift
- Monday to Friday

**Experience**:

- Financial services: 2 years (preferred)
- Customer service: 2 years (preferred)

**Language**:

- Chinese (preferred)

Licence/Certification:

- LLQP (preferred)

Work Location: In person

Expected start date: 2025-07-21

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