Client Services Representative

Overview

Job Title: Client Service Representative

Department: Client Services

Reports To: Client Services Manager

Location: Montreal, QC. – While role will be mostly remote, there will be periodic in person- team meetings held in Montreal

Job Type: Full Time- 40 hours per week-10:30 am to 6:30 pm eastern Monday to Friday

Salary: CAD$50,000 - CAD$53,000 annually dependant on experience and education.

Job Summary

We are seeking a highly motivated and customer-focused Client Service Representative (CSR) to join our team in this new position.

The CSR will act as the primary point of contact for clients, ensuring their needs are addressed with professionalism, accuracy, and a consistently high standard of service. Additionally, the CSR will play a key role in building and maintaining strong client relationships, as well as ensuring the satisfaction and continued loyalt...

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Submit your application today and join our talented team at Strategic Wealth Preservation Ltd..