SL
Sun LifeSenior Client Support Consultant
Client Support Consultant ensuring smooth group claims experience for employer segment with 2000+ enrolled employees. Collaborating with multiple teams to enhance client satisfaction and resolve issues.
About the role
- Maintain long‑term relationships with key clients.
- Handle client issues and complaints and escalate effectively.
- Collaborate with sales and client success teams to ensure client success.
- Represent BetaNXT at industry conferences and events.
- Serve as client ambassador to ensure successful client proxy events.
- Work with directors, C-level, and investor relations teams to coordinate, plan, and execute virtual and in-person shareholder meetings.
- Communicate daily with tabulation, print progress, and key information related to events.
- Serve as producer and inspector of elections for annual and special meetings.
Requirements
- 5+ years of experience as a Client Success Manager or Customer Service Rep, ideally in the financial services, wealth management, or fintech space.
- Proficiency with CRM software and account management tools.
- Ability to work in a collaborative team environment.
- Excellent communication and interpersonal skills.
- Proven negotiation and problem‑solving abilities.
- Ability to manage multiple priorities and meet deadlines.
- Willingness to travel as needed.
- Bachelor’s degree in Business Administration, Sales, or related field.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
CA
Capital.comClient Service Specialist, English
Client Service Specialist in a leading trading platform. Supporting clients at all levels through various communication channels with a focus on building trust and satisfaction.
CA
Capital.comClient Service Specialist, French
Client Service Specialist at a leading trading platform supporting clients with service inquiries. Engaging with clients through various communication channels while building trust and satisfaction.
CA
Capital.comClient Service Specialist, Arabic
Client Service Specialist supporting clients at all levels in a leading trading platform. Engaging with clients through various channels to ensure satisfaction and provide assistance.
GI
Gateway Services Inc.Client Care Specialist
Client Care Specialist at Gateway Services assisting customers with inquiries and product orders. Ensuring professional service delivery and extensive product knowledge in a fast - paced environment.
Client Support Specialist providing expert guidance on Investor Communication services at BetaNXT. Engage with clients, oversee onboarding, and ensure service delivery excellence in financial services.
DE
Client Service Administrator providing exceptional service as first point of contact for clients. Managing appointments, maintaining clinic organization, and engaging with community outreach efforts.
AD
AND DigitalHead of Client Services
Head of Client Services managing client relationships and account growth at AND Digital. Responsible for strategic direction and innovative solutions in a digital environment.
HH
Hilltop HoldingsClient Service Associate, Registered
Client Service Associate provides administrative support and client interaction for Financial Advisors. Role involves client inquiries, onboarding, and supporting marketing strategies in a hybrid environment.
MS
Moore Kingston SmithClient Services Executive – Financial Planning
Client Services Executive responsible for delivering exceptional client experience in financial planning. Collaborating with advisers and administrators to ensure compliance and timely implementations.