Financial Services Client Success Specialist

Primerica; Toronto; On-site; CAD 60,000 - 80,000; Full time

Job summary

A financial services company in Toronto is seeking a Customer Service Representative to provide exceptional support to clients. This role requires strong communication skills and a customer-focused attitude, helping clients navigate financial products and addressing their inquiries. The ideal candidate will have a high school diploma (Bachelor’s preferred) and prior customer service experience. Join our team to make a positive impact in clients' financial journeys within a collaborative working environment.

Benefits

Opportunities for professional growth

Supportive and collaborative work environment

Ongoing training and development

Qualifications

• Prior customer service experience in financial services or banking is an asset.
• Must work in Canada with a Valid SIN; if not a citizen or permanent resident, must have a valid permit.

Responsibilities

• Proactively identify and engage potential clients.
• Respond to customer inquiries via phone, email, and in-person.
• Assist clients with managing their financial accounts.
• Address customer concerns promptly and effectively.
• Offer guidance on financial products.
• Foster positive relationships for customer retention.
• Maintain accurate records in the CRM system.
• Ensure compliance with company policies and legal requirements.

Skills

Strong communication and interpersonal skills

Problem‑solving skills

Ability to work independently

Familiarity with financial products and services

Proficiency in CRM systems and Microsoft Office

Education

High school diploma or equivalent

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

Tools

CRM systems

Microsoft Office

Job description

A financial services company in Toronto is seeking a Customer Service Representative to provide exceptional support to clients. This role requires strong communication skills and a customer-focused attitude, helping clients navigate financial products and addressing their inquiries. The ideal candidate will have a high school diploma (Bachelor’s preferred) and prior customer service experience. Join our team to make a positive impact in clients' financial journeys within a collaborative working environment.