Client Success & Financial Services Specialist

Primerica; Toronto; On-site; CAD 80,000 - 100,000; Full time

Job summary

A financial services company in Toronto is seeking a motivated individual for a client acquisition and customer support role. The ideal candidate will possess strong communication skills, help manage client accounts, and respond to inquiries about financial products. Opportunities for professional growth and a collaborative work environment are offered, along with discussions about compensation based on qualifications and experience.

Benefits

Opportunities for professional growth

Supportive work environment

Ongoing training and development

Qualifications

• Prior customer service experience in financial services is an asset.
• Must have valid SIN or permit to work in Canada.
• Familiarity with financial products and services is a plus.

Responsibilities

• Identify and engage potential clients through referrals and networking.
• Respond to customer inquiries and provide assistance with financial products.
• Assist clients with managing their financial accounts.
• Resolve customer concerns promptly and effectively.

Skills

Strong communication and interpersonal skills

Ability to work independently

Problem-solving skills

Proficiency in CRM systems

Education

High school diploma or equivalent

Bachelor’s degree in finance, business, or a related field

Tools

Microsoft Office applications

Job description

A financial services company in Toronto is seeking a motivated individual for a client acquisition and customer support role. The ideal candidate will possess strong communication skills, help manage client accounts, and respond to inquiries about financial products. Opportunities for professional growth and a collaborative work environment are offered, along with discussions about compensation based on qualifications and experience.