Become a Financial Modeling & Valuation Analyst (FMVA)®. Enroll today to advance your career!
Login to your new FMVA dashboard today!

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.
  • Drop files here or
    Accepted file types: pdf, doc.
      Upload your resume as a PDF or Word file