Customer Service Specialist

Apply for our Customer Service Specialist job position

Customer Service Specialist

The Corporate Finance Institute® (CFI) is a leading provider of online finance training and certifications for professionals working in investment banking, equity research, corporate development, FP&A, and other corporate finance positions. CFIs courses give you practical skills, templates, and tools you need to move up the ladder.

What We Offer

  • Competitive base salary
  • Comprehensive health care benefits
  • Leadership programs with career development and opportunity for advancement
  • A creative, fun, and social working environment

Job Description/About The Role

CFI is looking for a bright, motivated, and detail-oriented individual to join our team as a Customer Support Specialist.

You will be the first point of contact for our students, ensuring they are all supported in a friendly and professional manner. This exciting opportunity is ideal for a motivated individual who enjoys a multifaceted role combining customer service and administrative support.

If you love helping people, a fast-paced start-up environment, and have a “can-do” attitude, we’d love to hear from you!


  • Assist prospective customers with product information and site navigation, as well as research and resolve client inquiries by email, phone, and social media
  • Address inquiries regarding student enrollment, course and program offerings, invoices, completion certificates, etc.
  • Track inquiries to their resolution, escalating issues when necessary
  • Utilize a thorough knowledge of CFI courses  when responding to information requests by students
  • Accurately record & process invoices for clients, and address transaction trace requests when necessary
  • Maintains and updates Customer Service Manuals and Frequently Asked Questions (FAQs)
  • Work closely with the Manager of Digital Strategy, Marketing Department, and CEO in preparation of new marketing materials, website content, and program brochures
  • Perform other administrative duties as required


We are seeking an individual who:

  • Has 2-3 years of customer service and administrative experience
  • College diploma in one of the related fields, or an appropriate combination of education and experience
  • Has excellent interpersonal and communication (oral and written) skills
  • Is flexible, and has strong multitasking & organizational skills
  • Is organized, flexible and multi-task oriented
  • Is a supportive team player, yet enjoys working independently
  • Thrives in a fast-paced learning environment
  • Can work well under pressure, having a friendly, patient demeanour
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and Google Suite (Gmail, Drive, Sheets, Docs)


  • Background in Finance/Accounting
  • Previous experience in marketing
  • Passion for online learning and technology

To Apply

Please reply with your resume and cover letter. We thank all applicants for their interest. Only short-listed candidates will be contacted. We look forward to hearing from you!

Job Type: Full-time
Location: Downtown

Customer Service Specialist Application

Please complete this form to apply for this Customer Service Specialist position at CFI. We will typically respond to applications within a week. All fields are required.
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