• Writing financial templates in English and/or French • Providing customer service via phone, e-mail, voice chat or video chat • Acquiring information from clients • Preparing documents, reports and updating customer database • Collaborating with the management team and training new customer service agents • More detailed responsibilities will be presented during the hiring process

• Make outgoing calls to develop new business (cold calling) • Research, track, maintain and update leads • Contact prospects to qualify leads • Direct email marketing to key clients and prospects • Research and maintain lead generation database • Conduct customer research • Conduct client or market surveys to obtain information about potential leads • Participate in the preparation of proposals and / or sales presentations • Provide accurate and timely information to management • Develop a strong knowledge of the company’s products and services in order to facilitate the sales process

• Make outgoing calls to develop new business (cold calling) • Research, track, maintain and update leads • Contact prospects to qualify leads • Direct email marketing to key clients and prospects • Research and maintain lead generation database • Conduct customer research • Conduct client or market surveys to obtain information about potential leads • Participate in the preparation of proposals and/or sales presentations • Provide accurate and timely information to management • Develop a strong knowledge of the company’s products and services in order to facilitate the sales process

• New Customer Service job vacancies