Step into a rewarding role as a Client Services Representative at Educators Financial Group, specializing in financial solutions and client engagement. Thrive in a supportive environment that values skilled growth.
This position is integral to our Client Advisory Services Team, requiring a proactive approach to client interactions and robust administrative support. You'll engage with clients to address their needs and foster long-lasting relationships through effective problem solving. Your ability to identify sales opportunities will contribute significantly to our team's success.
Key Responsibilities:
• Initiate contact to deepen existing client relationships
• Assist clients via inbound calls, resolving inquiries at first contact
• Collaborate with team members while maintaining strong client rapport




• Support Financial Planners with documentation and client meetings
• Process financial transactions under strict compliance guidelines
Requirements:
• 2+ years client services experience in financial environments
• Completion or pursuit of CSC or IFC certification
• Relevant post-secondary education in financial services
• Strong multitasking and time management skills
• Fluent communication abilities, with French being a plus
Leverage your talent in client services and contribute to impactful financial solutions at Educators Financial Group.
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📌 Proactive Client Services Specialist (Toronto)
🏢 Educators Financial Group
📍 Toronto