Junior Client Success Manager at Root focusing on enterprise client engagement and product adoption. Collaborating with various teams to ensure client satisfaction and success while nurturing long - term relationships.
About the role
- Bilingual Client Experience Specialist at Canada Life supporting client relationships through excellent service. Responsible for responding to inquiries, managing appointments and ensuring client satisfaction.
Responsibilities
- Respond to client inquiries via telephone, email, video conference and in person
- Screen and direct calls. Take adequate messages and relay them in a timely manner to appropriate members
- Answer queries, disseminate or explain information to callers and visitors both internal and external as required
- Ensure excellence in every interaction to provide a consistent experience for existing clients and prospects
- Schedule and manage Advisor/Client Appointments and events, participating and documenting key information where required
- Provide absenteeism coverage for other support staff, as directed from time to time.
- Ensure accuracy of completed account/trade paperwork, financial plans and all client meeting documentation
Requirements
- 2 years in an Advisor/Client support role in a Financial Services/Insurance firm
- Post secondary diploma or degree in business, finance, economics or other related discipline.
- Completion of or working towards completion of the IFIC, CSC and/or CPH is preferred.
- Excellent client service skills are required.
- Must have knowledge of Office365, PowerPoint, Word, Outlook, Excel, and SharePoint.
- A Criminal Record and Credit background check is mandatory as a condition of employment.
- Bilingualism (fluent in French and English) required.
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development opportunities
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