Job Description

At CFS Wealth Management Inc. we proudly offer proven financial strategies to create, build, protect and transfer your wealth.

Our objective is to guide our clients, no matter where the starting point may be, to achieving their goals moving forward. First, we will spend time getting to know them with an emphasis on both their short-term and long-term goals and dreams. With this information in mind, we will lay out a blueprint of easy-to-follow steps to achieve these goals and we will stand by them throughout the process.

We are looking for professionals to help us carry our mission forward, help meet the high demand for financial education in todays society.

Responsibilities

Respond to customer inquiries via phone, email, and chat in a timely and professional manner. Analyze customer needs and provide appropriate solutions or escalate issues as necessary. Communicate effectively with customers to ensure understanding of their concerns and provide clear information. Utilize data entry skills to maintain accurate records of customer interactions and transactions. Engage in upselling opportunities by identifying additional products or services that may benefit the customer. Maintain a high level of phone etiquette while interacting with customers. Collaborate with team members to improve processes and enhance overall customer satisfaction.

Qualifications

Previous experience in customer service or sales is preferred but not required. Strong analytical skills to assess customer needs and provide effective solutions. Excellent communication skills in English. Proficiency in data entry with attention to detail. Ability to handle challenging situations with professionalism and empathy. A positive attitude and a willingness to learn new skills. Familiarity with upselling techniques is a plus.
Join our team and contribute to creating an outstanding experience for our customers!

Job Types: Full-time, Part-time

Pay: $46,098.00-$48,724.00 per year

Benefits:

Company events Dental care Extended health care Flexible schedule Paid time off Work from home
Education:

Secondary School (required)
Experience:

Customer service: 1 year (preferred)
Work Location: Hybrid remote in Vaughan, ON