Customer assistant • markham on
Key Responsibilities: New Client Acquisition: Proactively identify and engage potential clients through referrals, networking, and outreach, presenting Primerica’s services to bring in new business... Show more
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Experience: 1 year to less than 2 years.Answer telephone and relay telephone calls and messages.Order office supplies and maintain inventory.Computer and technology knowledge.Work conditions and ph... Show more
What your day to day will look like:.Lead by example through a customer-driven attitude by providing exceptional service;.Ensure that each employee delivers an incredible experience for our custome... Show more
If you’re looking for more, you’ve come to the right place.From the moment we opened our doors in 1981, we knew we wanted to be different.The people who work here are special, and that’s what makes... Show more
Education: College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years.Experience: Experience an asset.Computer and technology knowledge.Transportation/travel ... Show more
Key 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 Key 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.
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 Valid SIN, and if not citizen or permanent resident MUST HAVE 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.
An attitude of willing 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.
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