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customer service representative - financial services @ Calculus Financial

CAOnsiteFull-time
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About this role

Education: College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years. Work setting: Financial management/services. Willing to relocate. General office.

Tasks

  • Balance daily transactions.
  • Process banking transactions.
  • Promote financial products and services.
  • Store, update and retrieve financial data.
  • Answer enquiries and resolve problems or discrepancies concerning customers' accounts.
  • Answer clients' inquiries and provide information.
  • Computer and technology knowledge: MS Windows.
  • MS Access.
  • MS Excel.
  • MS Outlook.
  • MS PowerPoint.
  • MS Word.
  • Work conditions and physical capabilities: Attention to detail.
  • Fast-paced environment.
  • Tight deadlines.
  • Work under pressure.
  • Personal suitability: Accurate.
  • Client focus.
  • Efficient interpersonal skills.
  • Flexibility.
  • Judgement.
  • Organized.
  • Team player.
  • Time management.
  • Experience: 2 years to less than 3 years.
  • Employment terms options: On call.
  • Day.
  • Overtime available.
  • Other benefits: Free parking available.

Skills

MS WindowsMicrosoft AccessExcelOutlookPowerPointMicrosoft WordCustomer ServiceAttention to Detail

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