Customer Care Representative

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

Job summary

A financial services firm in Toronto is seeking a motivated individual for client acquisition, customer support, and account management. Candidates should have strong communication skills and a high school diploma, with a preference for those holding a bachelor's degree. Experience in customer service within financial services is advantageous. This role offers opportunities for professional growth within a supportive team environment.

Benefits

Opportunities for professional growth

Supportive work environment

Ongoing training and development

Qualifications

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

Responsibilities

• Proactively identify and engage potential clients.
• Respond to customer inquiries via various channels.
• Assist clients with managing their financial accounts.
• Investigate and resolve customer concerns.

Skills

Strong communication skills

Interpersonal skills

Problem-solving skills

Attention to detail

Education

High school diploma or equivalent

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

Tools

CRM systems

Microsoft Office applications

Job description

Responsibilities

• New Client Acquisition: Proactively identify and engage potential clients through referrals, networking, and outreach, presenting Primerica’s services to bring in new business.
• 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.

Qualifications

• Education: High school diploma or equivalent required; Bachelor’s degree in finance, business, or a related field preferred.
• Experience: Prior customer service experience in financial services, insurance, or banking is an asset. Must be able to work in Canada, with a valid SIN. If not a citizen or permanent resident, must have a valid permit.
• Skills: Strong communication and interpersonal skills; ability to work independently and as part of a team; problem-solving skills with a high level of attention to detail; familiarity with financial products and services is a plus; proficiency in CRM systems and Microsoft Office applications.
• Attributes: Empathy and a customer-first mindset; strong organizational and time-management skills; ability to handle sensitive financial information with confidentiality and professionalism; willingness to learn and grow.

Why Work with Us?

• Opportunities for professional growth and career advancement.
• Supportive and collaborative work environment.
• Ongoing training and development in financial services and customer relations.

Compensation

• Compensation will be discussed during a face-to-face meeting, based on an assessment of your qualifications and experience.