Join Educators Financial Group as a Client Services Representative, providing exceptional support in a hybrid work environment. Assist clients through various channels, resolving concerns and enhancing relationships.
This role focuses on proactive engagement with clients while offering crucial administrative support to the Client Advisory Services Team. You will take inbound calls, assist with financial solutions, and identify current sales opportunities. Your contribution is key to strengthening client relationships and growing the Educators Financial Group's client base.
Key Responsibilities:
• Proactively engage clients and prospects via multiple channels
• Take inbound calls, addressing financial questions empathetically
• Maintain solid client relationships,



both independently and collaboratively
• Provide administrative support to Financial Planner professionals
• Process trades while adhering to compliance routines
Requirements:
• Minimum 2 years of experience in client services
• Working towards CSC or IFC certification
• Post-secondary education in financial services
• Robust communication skills; French knowledge an asset
• Excellent organizational skills and flexibility
Enhance your career in client services, focusing on relationship management and financial solutions at Educators Financial Group.
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📌 Client Services Representative In Ontario Toronto
🏢 Educators Financial Group
📍 Toronto