customer service adviser
Title posted on Monster -
Customer Service Associate
Posted on
October 14, 2024
by
Employer details
Primerica
Job details
Primerica Financial Services Ltd is looking for a Customer Service Associate to join our team in our North York office.
Description: A Customer Service Associate assists clients with inquiries related to various financial products and services, such as insurance, investments, or retirement plans. They provide information, resolve issues, and guide customers through financial processes while ensuring compliance with relevant regulations.
Responsibilities:
Respond to client inquiries about financial products like insurance policies, investment portfolios, or retirement plans.
Assist with account management, including updating client information and processing financial transactions.
Handle disputes, complaints, and escalate issues when necessary.
Educate clients on financial products, services, and security practices.
Ensure compliance with industry regulations and company policies.
Collaborate with financial advisors or other departments to
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LocationNorth York, ON
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Workplace information
On site
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SalaryNot available
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Starts as soon as possible
- vacancies
1 vacancy
- Source
Monster
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Advertised until
2024-11-14
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