Financial Service Representative
Gatestone & Co. Inc
Toronto, ON

We are a company that provides excellent customer service to many different companies and brand. Our goal is to deliver consistent results to our clients and to ensure an outstanding customer experience in every opportunity. We strongly believe in the growth and development of our employees and that shows in the results we provide to our clients. We understand that the job doesn’t end when you win over your customers.

Our award winning customer facing agents work 24x7x365 to ensure our valued clients receive the greatest customer experience. Our agents are trained to understand and protect our brand and utilize all the Omni-channel services available today!

Our office is located at 300-180 Duncan Mill Road, North York ON M3B 1Z6.

To learn more about Gatestone & Co, please visit

What You’ll Be Doing

As a member of the Financial Services Team, you’ll assist clients by proposing solutions to address financial objectives such as debt management and other financial goals. As a Financial Services Representative, Continually deliver positive messages, personalizing each and every call, while multi-tasking and navigating through multiple pages and accurately documenting each customer’s situation.

What Makes You Successful

  • Building Rapport– Speak with customers to understand and empathize with their situation. Provide solutions, product knowledge to enhance their customer experience. Use your knowledge credit management to help clients meet their goals.
  • Innovate Solutions– With your training and knowledge, you will learn to identify issues that customers may be facing. Coming up with solutions to solve customer inquiries is a large part of what we do. We are always looking to solve the customer issues and make sure that the customers are satisfied

Job Responsibilities

  • Negotiating, planning and assisting customers with correct payment resolutions on one or multiple Credit Card.
  • Research and answer questions regarding account status; assist as personal financial advisor over the phone and ownership of fiduciary responsibility for the creditor. ;
  • Administrate financial assessments and ensuring the account is handled correctly for the best positive customer experience.
  • Submit reversals for late fees, interest and left over balance applications to the credit department with recommendations for approval or rejection; or approve or reject applications within authorized limits ensuring that credit standards of the institution are respected.
  • Initiate consumer negotiations for debt recovery through phone. Inform customers of outstanding balances while attempting to collect payments, review and verify customer account information.
  • Performing financial assessments on consumer accounts and then placing them in the appropriate program for debt repayment.
  • Conduct payment transactions electronically and negotiate payment arrangements for customers on their accounts within FDCPA guidelines
  • Review and update credit and loan information on customer files.
  • Use skip trace when needed to find additional customer contact information and to collect on delinquent accounts.
  • Provide timely, efficient, courteous and respectful customer service by trying to provide apt solution to problems or escalating them to the appropriate department.

What Gatestone & Co Offers

At Gatestone & Co, We motivate our employees to take pride in the work they produce and truly take pride in themselves. One of our core values is strong cooperation with one another. Working together as part of our team will help you to thrive.

Our office is located at 300-180 Duncan Mill Road, North York ON M3B 1Z6.

We are an accessible workplace.

Individual accommodation shall be provided for applicants with disabilities who meet the required qualifications. Please advise us at any time during the recruitment process.

We have a permanent full-time opportunity and the hours of operations are from 8am-11pm.

We are looking for candidates with open/flexible availability.

Check us out in Instagram to see how much fun the Gatestone experience really is!

Job Types: Full-time, Permanent

Salary: $14.25 to $15.75 /hour


  • Customer Service: 1 year (Preferred)