Customer service representative - call centre

At CFS Wealth Management Inc. we proudly offer proven financial strategies to create, build, protect and transfer your wealth. Our objective is to guide our clients, no matter where the starting point may be, to achieving their goals moving forward. First, we will spend time getting to know them with an emphasis on both their short-term and long-term goals and dreams. With this information in mind, we will lay out a blueprint of easy-to-follow steps to achieve these goals and we will stand by them throughout the process. 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, email, and chat in a timely and professional manner. * Analyze customer needs and provide appropriate solutions or escala...