Job Title: Customer Service Representative

Company: PFS Investments Canada (Primerica)

Job Summary:

As a Customer Service Representative at PFS Investments Canada, you will be the first point of contact for clients and representatives, providing prompt, accurate, and professional service related to mutual fund accounts and investment services. You will play a key role in maintaining client satisfaction and upholding the standards of the financial services offered by the firm.

Key Responsibilities:

• Handle inbound calls and emails from clients and Primerica representatives regarding mutual fund accounts.

• Provide accurate information on account status, transactions, investment options, and regulatory requirements.

• Process service requests such as address changes, account updates, redemptions, transfers, and other mutual fund-related activities.

• Educate clients and representatives about available services, processes, and account features.

• Escalate issues or complex inquiries to appropriate departments when needed.

• Maintain up-to-date knowledge of company policies, financial products, and compliance regulations.

• Meet performance metrics related to call handling, quality assurance, and customer satisfaction.

Qualifications:

• High school diploma required; post-secondary education in business or finance preferred.

• Previous customer service or call center experience, preferably in financial services.

• Strong communication and interpersonal skills.

• Ability to handle sensitive information with professionalism and confidentiality.

• Proficiency in English (French may be an asset for bilingual roles).

• Working knowledge of mutual funds and Canadian financial regulations is an asset.

Skills:

• Excellent problem-solving and multitasking abilities.

• Strong attention to detail and accuracy.

• Team-oriented with a positive attitude.

• Proficient in Microsoft Office and call center systems.