Customer Service Representative (Surrey)

A premier financial services firm in Surrey, BC is hiring a dedicated professional to manage day-to-day client interactions and deliver exceptional administrative support.

Primary Responsibilities

• Act as the primary point of contact for incoming account inquiries.
• Resolve patron issues with accuracy, empathy, and professionalism.
• Guide individuals through documentation, onboarding, and account setup.
• Maintain precise, updated records within the internal database.
• Collaborate with internal teams to streamline the consumer experience.

Qualifications

• Prior experience in a dedicated assistance or public-facing role.
• Background in banking, investment, or related fiscal environments preferred.
• Exceptional verbal and written communication capabilities.
• Robust multitasking skills with high attention to detail.
• Proficiency with modern office software and database management.