Financial Services – Client Services (FSA)

Program overview

The Financial Services – Client Services (FSA) program is a two-year diploma designed to prepare students for entry-level roles in the financial services industry. This program focuses on fundamental business principles and practices, equipping students to provide financial advice related to everyday banking, credit, and mutual fund investments. Students will engage in industry-demanded courses that enhance career opportunities in investment and property and casualty insurance. Additionally, the program includes customer service training and allows students to select further courses in areas such as emotional intelligence, business ethics, negotiation strategies, or intercultural behavior and communication to bolster their professional skills.

Program structure

The Financial Services – Client Services program is structured to be completed in 4 semesters (2 years) and is offered in a hybrid delivery format. This means that students will experience a mix of online and in-person coursework, providing flexibility in their learning journey. Key features of the program structure include:

• Full-time study option available for students.
• Courses delivered in a flexible format, allowing for interactive learning experiences.
• In-person learning requirements that necessitate attendance on campus.
• Opportunities to choose specialized courses to enhance professional skills.

Overall, the program is designed to provide a comprehensive education that prepares students for the dynamic financial services sector.

Featured Experiences

The Financial Services – Client Services program offers several unique features and experiences that enhance the learning process:

• Hybrid delivery format: Combines online learning with in-person classes for a flexible educational experience.
• Industry-demanded courses: Focus on relevant skills and knowledge that are sought after in the financial services industry.
• Customer service training: Essential for developing strong client relationships and enhancing customer satisfaction.
• Choice of specialized courses: Students can select from areas such as emotional intelligence, business ethics, negotiation strategies, or intercultural behavior and communication.

Career Options

Graduates of the Financial Services – Client Services program can pursue a variety of career opportunities in Canada, including:

• Client Service Associate: Responsible for managing client accounts and providing support to ensure customer satisfaction.
• Customer Experience Associate: Focuses on enhancing the overall customer experience through effective communication and service delivery.
• Personal Banking Associate: Works with clients to provide banking services and financial advice tailored to their needs.
• Inbound and Outbound Call Centre Officers: Handles customer inquiries and provides assistance over the phone, ensuring a high level of service.
• Financial Services Representative: Offers financial products and services to clients, helping them make informed decisions about their finances.

These roles are essential in the financial services sector and provide a solid foundation for a successful career in this dynamic field.

DISCLAIMER: The information above is subject to change. For the latest updates, please contact LOA Portal's advisors.