#YourFutureinFinancialServices

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Client Service Representative

Description

  • Responsible for answering incoming calls from financial advisors, dealers, and customers.
  • Answer inquiries about products, accounts, and transaction information.
  • Resolve issues and process client requests.
  • Strive to maintain and exceed the firm’s service standards.
  • Provide ongoing continued support to build strong relationships with advisors and dealers.

Key skills or attributes

  • Personable and articulate
  • Adaptive and agile
  • Problem solver
  • Detail-oriented

Salary range:
$40,000 – $55,000

Recommended courses:
Canadian Investment Funds Course (CIFC)
Canadian Investment Funds Operations Course (CIFOC)