Client Services Representative

Organization NameJob CategoriesPosition TypeRegion and Location(s)Career LevelSalaryAd Online SinceApplication Deadline
Educators Financial Group
  • Customer Service / Support
Full Time
  • Ontario - Metro Toronto Area
Experienced (Non-manager)N/A2019-11-282020-01-27

Job Summary

Educators Financial Group is seeking a proactive and passionate Client Services Representative to provide client service support to the Advisory and Lending Services teams. In this role, you will embody our brand and dedicate yourself to putting our clients first. Our clients primarily consist of members of the Ontario Secondary School Teachers Federation (OSSTF/FEESO), the Ontario English Catholic Teachers Association (OECTA), the Elementary Teachers Federation (ETFO) employee groups and some members of Ontario Universities and their family members.

As a Client Services Representative, you will work in a client contact centre initiating phone contact with clients to schedule and confirm appointments and providing professional administrative support to our financial planners. Your attention to detail will allow you to meticulously maintain client files, schedules and databases while your initiative to improve workflow systems and processes will add great value to the team.

You will be responsible for:

  • Initiating proactive and professional phone contact with clients;
  • Identifying business opportunities and referring them to other team members as appropriate;
  • Providing centralized administrative support to Financial Planners and Advisors; and
  • Preparing, processing and ensuring accuracy in financial and non-financial documentation and transactions, while meeting strict deadlines.

This is an opportunity to build your financial services career in a small, supportive environment with competitive pay and excellent benefits.


  • Minimum of 2 years’ client services experience in financial services or sales environment
  • Holds a Mutual Funds License (CSC/IFIC) or completes the course and is licenced within 3 months
  • Post-secondary education or diploma
  • Bilingualism is a strong asset

Interested in applying for this position?

To apply, submit your cover letter and resume by email with the job title in the subject line to Only selected candidates will be contacted.