We are looking for a competitive Client Services Representative to help customers identify and purchase services they desire. CSR duties include consulting, selling and doing after service. The goal is to provide high-class customer service and to increase the company’s growth and revenue through sales maximization.


Key Responsibilities

• Welcome and greet customers in a professional manner
• Pick up income phone call and provide consulting to customers
• Ensure high levels of customer satisfaction through excellent customer service
• Accurately describe financial product features and benefits
• To determine specific scheduling requirements.
• Build up and retain a long relationship with the client
• Processing the paperwork for opening and closing account in CRM system
  

Requirement

• Proven working experience in the financial industry
• People-oriented and results-driven
• Strong time management skills
• Strong phone contact handling skills and active listening
• Solid communication and interpersonal skills
• Basic administration skills
• Able to develop and expand the relevant network
  

We would like to thank all applicants for their interest in CCUE FINANCE, only those selected for an interview will be contacted

Please email your recent updated resume to us at ccuehr@ccuefinance.com, we will contact you soon.
E-mail: ccuehr@ccuefinance.com
Wechat: ccuefinancehr
Tel: 647-628-1819
Address: A1-340 Ferrier St. Markham, ON L3R 2Z5