CFS Wealth Management

Customer Service Representative

CFS Wealth Management

Vaughan Ontario

Salary: Neg Per Hour



Responsibilities

  • Respond to customer inquiries via phone, email, and chat in a timely and professional manner.

  • Analyze customer needs and provide appropriate solutions or escalate issues as necessary.

  • Communicate effectively with customers to ensure understanding of their concerns and provide clear information.

  • Utilize data entry skills to maintain accurate records of customer interactions and transactions.

  • Engage in upselling opportunities by identifying additional products or services that may benefit the customer.

  • Maintain a high level of phone etiquette while interacting with customers.

  • Collaborate with team members to improve processes and enhance overall customer satisfaction.

Qualifications

  • Previous experience in customer service or sales is preferred but not required.

  • Strong analytical skills to assess customer needs and provide effective solutions.

  • Excellent communication skills in English.

  • Proficiency in data entry with attention to detail.

  • Ability to handle challenging situations with professionalism and empathy.

  • A positive attitude and a willingness to learn new skills.

  • Familiarity with upselling techniques is a plus.

Benefits:

  • Company events

  • Dental care

  • Extended health care

  • Flexible schedule

  • Paid time off

  • Work from home

Education:

  • Secondary School (required)

Experience:

  • Customer service: 1 year (preferred)

Work Location: In person

Job Overview

Posted Date: 03 Aug 2025

Location: Vaughan Ontario

Salary: Neg Per Hour

Company Information

CFS Wealth Management

Name: CFS Wealth Management

Web: https://cfswealth.ca/

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