Jobs in Whitby, Canada

Employer Industry: Financial Services

Why consider this job opportunity:

• Salary range expected to be between $38,550.00 USD - $64,250.00 USD
• Opportunity to participate in incentive programs and earn compensation tied to business and individual performance
• Comprehensive benefits package, including health, dental, mental health, and retirement savings plans
• Generous paid time off program, including up to 11 paid holidays and 150 hours of vacation annually
• Support for professional growth and a flexible work environment
• Work remotely from anywhere within the U.S.

• Deliver trusted, professional, and reliable service to clients, enhancing customer satisfaction and loyalty
• Meet quality and productivity expectations to ensure a positive client experience
• Provide effective and timely resolution of various customer inquiries
• Maintain a positive and cooperative tone in interactions with customers and coworkers
• Complete ongoing training to stay updated on product, industry, service, and policy changes

• Post-secondary education or high school diploma
• Experience in customer service or financial services is a plus
• Outstanding verbal communication skills and strong telephone etiquette
• Ability to thrive in a fast-paced call center environment and manage multiple tasks
• Demonstrated problem resolution skills and effective listening abilities

• Current SIE, Series 6 or 7, Series 63 licenses
• Working knowledge of IRAs and other retirement products

We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately.

We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.