Make a difference as a Client Services Officer in the financial services industry. This role emphasizes empathy and technology to guide clients on their path to financial freedom.

In this key position, you'll engage with clients through phone calls and emails, addressing their financial hardships with compassion. Your technical expertise will shine through as you manage data in HubSpot and ensure effective communication for all client inquiries.

Key Responsibilities: • Meet with potential clients and gather essential information • Manage client relationships using HubSpot CRM • Request and review necessary documents for legal compliance • Facilitate follow-up meetings with clients • Maintain accurate records of all communications

Requirements: • Background in Finance, Sales, or Business • Solid communication skills with empathetic approach • Proficiency with Microsoft Office and CRM software • Experience with meticulous data entry • Ability to handle multitasking efficiently

Harness your communication and technical skills to support client success in this fulfilling role.

📌 Empathetic Client Services Officer Role (Winnipeg)
🏢 KAS Recruitment
📍 Winnipeg