Jobs in Vaughan

Newest first

Within 25 km of Vaughan

Added 3 days ago
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Insight Global

Financial Services Representative

Etobicoke, ON, Canada

From $21.25 CAD / hour · Contract

Within 25 km of Vaughan · About 22.1 km from the city centre

Apply on insightglobal.com About employer

Applications open in a new tab.

Job details

Pay: From $21.25 CAD / hour
Job type: Contract
Experience: 1+ years of experience in financial services, customer service or call centre
Posted: Nov 10, 2026

Original job description

Required Skills & Experience

• 1+ years of experience in financial services, customer service or call centre
• Basic systems experience, ticketing, ServiceNow, CRM, banking, or case-management systems
• Professional communicator who can manage customer inquires and attention to detail

Nice to Have Skills & Experience

• Hard-working and dependable
• Organized and able to handle a high volume of inquiries, Strong problem-solving skills, Customer-focused attitude
• Exposure to banking, financial services, payroll, tax, or another financially focused environment

We may use artificial intelligence tools to assist with the screening, assessment, or selection of potential applicants for this position

Job Description

The Call Centre Representative will support customers with inbound inquiries via phone and chat. This is a customer-facing role focused on answering questions, managing expectations, resolving issues, and providing accurate information.

• Handle approximately 50 inbound calls per day
• Respond to customer inquiries through phone and chat
• Manage customer expectations and provide clear, professional communication
• Answer questions related to:
o Company-level/account information
o Taxes
o Remittances
o Letters/documentation for tax agencies
• Document interactions and inquiries in the appropriate system
• Navigate internal systems to research questions and resolve customer issues
• Meet expected service and productivity standards

Apply on insightglobal.com About employer

More about this job

Responsibilities

The Financial Services Representative at Insight Global will answer customer questions by phone and chat about accounts, taxes and remittances. The role resolves issues by researching internal systems and documents every interaction.

Requirements

Candidates need at least 1 year of financial services, customer service or call centre experience, basic systems experience with ticketing or CRM tools, and strong written and verbal communication with attention to detail.

Skills

ServiceNow
CRM systems
Ticketing systems
Case management systems
Customer service
Call centre operations
Phone support
Chat support
Tax knowledge
Remittance processing
Account information
Documentation
Problem solving
Attention to detail
Written communication
Verbal communication
Expectation management
Productivity standards

Keywords

Financial Services Representative
Call Centre
Customer Service
Inbound calls
Chat support
ServiceNow
CRM
Ticketing system
Case management
Banking
Tax inquiries
Remittances
Payroll
Contract
Customer support
Account inquiries

Tools

ServiceNow
CRM
Ticketing system
Case management system

Languages

English

Seniority

Entry level

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