Financial Services Client Representative - Remote

Elevate your career with Farber as a Remote Financial Services Client Representative. Create meaningful impact for clients struggling with debt as their first point of contact.

You'll engage with clients through various communication channels, determining their needs and explaining how our services can improve their financial situations.

Your role includes managing client inquiries, booking appointments with advisors, and maintaining accurate records. Strong client service and sales skills are crucial as you navigate this evolving role.

Key Responsibilities:

• Evaluate potential clients' financial situations empathetically

• Recommend services and schedule advisor meetings

• Document client interactions thoroughly

• Answer inquiries regarding client files

• Execute assigned administrative tasks effectively

Requirements:

• A college diploma and 3 years of customer service

• Call center or financial industry experience preferred

• Exceptional verbal and written communication skills

• Strong relationship-building abilities

• Ability to work independently and manage tasks

Become a vital part of Farber's commitment to helping Canadians overcome financial obstacles in this rewarding remote role.
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