Customer Service Representative - Concord, ON
1 week ago

Job summary
We proudly offer proven financial strategies to create build protect and transfer your wealth Our objective is to guide our clients to achieving their goals moving forward We are looking for professionals to help us carry our mission forward help meet the high demand for financial education in todays society
Responsibilities
- Respond to customer inquiries via phone emailand 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 maintain accurate records of customer interactions transactions Engage in upselling opportunities by identifying additional products services that may benefit the customer Maintain a high level of phone etiquette while interacting with customers Collaborate with team members improve processes enhance overall customer satisfaction
Job description
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