Automatically prepared from the listing. Check the original description for the full requirements.
Responsibilities
The role involves proactively acquiring new clients through networking and outreach while providing comprehensive customer support for financial products. Responsibilities also include managing client accounts, resolving payment or transaction issues, and maintaining professional service standards.
Requirements
Candidates must have at least a high school diploma, with a bachelor's degree in finance or business preferred. Prior experience in financial services, insurance, or banking is considered an asset, and candidates must be legally authorized to work in Canada.
