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Suggested level for those with one to two years of prior experience as teller, fsr, personal financial assistance and accreditation awards towards recognized designations pertaining to your responsibilities.
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A financial representative role consists of financial planning advice and the sale of financial products. Use our career test report to get your career on track and keep it there. Financial representative posted our financial services representatives help clients identify and achieve their financial goals. Job description and duties for customer service representative. Start your career as a cibc client champion.
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Financial service representative responsibilities you should learn about before submitting your resume.
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Basically, a customer service representative or a customer service associate acts as an alliance between companies and their customers. As a financial services representative (fsr), you work as a sales agent for an investment bank, insurance company, or another financial institution. Scheduling meetings with clients to discuss their financial needs and goals. Maintain relationship with assigned customers and ensure effective implementation of all services and products and update legal disclosures and notifications. Work environment and complexities of the job's responsibilities.
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Support reps interact with customers on a variety of channels such as phone, email, and social media, and ensure that all valid customer concerns are being dealt with.
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