Customer Service & Sales Representative | Financial Services

This position is 100% on-site: employees are required to work from the office five days per week. Our offices are located in downtown Montreal, close to several metro and train stations, providing easy access by public transportation.

Language Requirements

Fluency in English, both spoken and written, is required for this position, as you will primarily support customers located outside of Quebec. French communication skills are considered an asset.

About the Role

Do you enjoy helping people, taking on challenges and achieving goals? We are looking for a Customer Service & Sales Representative to join our Financial Services team.

In this role, you will handle inbound customer calls, assist clients with their accounts and recommend products and services that best meet their needs. You will play a key role in delivering exceptional customer experience while contributing to sales and performance objectives.

Responsibilities

Handle inbound calls in a professional, courteous, and confidential manner.

Assist clients with account activation, management, and updates.

Identify client needs and recommend products and services that best meet their requirements.

Identify opportunities for additional sales and provide relevant solutions to clients.

Achieve sales and performance targets while maintaining an excellent customer experience.

Follow compliance, security, and confidentiality standards.

Ideal Candidate Profile

You are the ideal candidate for this position if you have:

Excellent communication skills and the ability to build strong client relationships.

A strong interest in sales and achieving performance goals.

The ability to provide advice and recommend solutions tailored to client needs.

Experience in customer service, sales, retail, or a contact center environment (an asset).

Comfortable using computer systems, email, and various digital tools to efficiently perform daily tasks.

Good judgment, analytical skills, and a results-oriented approach.

Schedule

Permanent, full-time position (40 hours per week).

Flexible schedule based on operational needs: Monday to Saturday: 8:00 a.m. to midnight

Sunday: 9:00 a.m. to 10:00 p.m.

Availability for daytime, evening, and weekend shifts is required.

What We Offer

A modern, bright office located in downtown Montreal, easily accessible by public transportation.

Health insurance coverage.

Comprehensive paid training to help you succeed in your role.

Personalized coaching and ongoing support to encourage your professional development and career growth.

A dynamic, professional, and collaborative work environment.

Recognition programs, team activities, and initiatives that promote employee engagement.