1-3 months bonus, 2 years+ full time experience
Due to the mature but complicated tax system in Canada, beyond wealth accumulation, there are increasing demands from the public on tax and risk management. Grandtag Financial’s motto is being one of the most recommend company by customers for financial planning services.
What you will be doing
· Connect customers by first finding out their questions and needs.
· Making texts, emails and calls to customers who inquire our services through traditional and digital media and our existing customer base.
· Maintain and build relationship for customers with financial advisor together.
· Record customers’ feedback to client relationship management system CRM. Able to follow up customers with their specific needs.
How you will succeed
· Focus on the customers experience and make interactions meaningful. Connect customers to the right financial advisors who can help them reach their goals.
· Listen, ask questions, and put yourself in the customer’s shoes. Act like an owner by taking accountability for customers’ issues.
Who you are
· You are goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
· You love to learn. You're passionate about growing your knowledge and leveraging it.
· You are a good listener, learner and follower.
Who we need
· 2 years+ of full-time experience.
· A passion for building relationships with people as their career development.
· Effectively demonstrate and communicate to customers and colleagues.
· Ability to communicate with Cantonese and Mandarin customers.
What we reward
· 1-3 months bonus + medical benefits.
· You will become a great demand in the customer service job market.
Job Type: Full-time+
If you are interested in joining us, please submit your resume to career@grandtag.ca. Only those who are selected for an interview will be contacted.
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