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.
About the role
- Ensure excellent customer service, interacting via telephone, email, and in-person.
- Build rapport and assist customers with product orders.
- Interact and provide information in response to inquiries about products and services.
- Determine client needs, offering possible solutions or follow-up as needed.
- Coordinate client service requests, to ensure delivery is in accordance with client expectations.
- Acquire and maintain appropriate interpersonal skills and extensive product knowledge of the full range of products and services.
- Ensure best practices processes and procedures on all administrative and operational activities within the department.
- Any other duties as assigned.
Requirements
- Post-secondary degree or diploma in a related field
- One year experience working within customer service environment involving client care
- A high level of integrity, ethics, and compassion for the care of the deceased is required.
Benefits
- 3 national medical plans that pay 100% after the members’ deductible and copays
- 2 national dental plans that cover many services at no cost to the plan members
- National vision plan
- Company paid Life/ AD&D,and LTD for all full-time employees
- Chance to purchase additional Life/AD&D coverage at discounted rates
- Critical Illness, Accident and Pet insurance are offered as an employee’s choice
- Tax savings account: HSA, Health and Dependent Care FSAs
- 401(k) Retirement plan
- Potential for Career Growth
- Employee Assistance Program
- Paid Holidays & Time Off
- A Sense of Community
- Great Hearts & Minds Scholarship Program
- Gateway Tuition Reimbursement Program
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
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.
Client Success Manager at BetaNXT maintaining relationships with key clients and ensuring satisfaction. Handling proxy events and collaborating with sales for client success in a hybrid role.
LO
Law Society of OntarioAdministrator, Contact Centre, Client Service Centre
Administrator managing client correspondence and inquiries for the Law Society of Ontario. Requires hybrid working arrangement and qualifications in administration with customer service experience.
Supervisor of Customer Service at SONDA managing client contracts and team performance. Ensuring service quality and identifying improvement opportunities in financial processes.
HE
HeimatTBWA\Group Manager Client Service – Digital Focus
Group Manager Client Service managing an interdisciplinary team for Nissan. Leading marketing strategies and enhancing customer communication through data analysis and teamwork.
HE
HeimatTBWA\Client Service Media Planner – Digital Focus
Client Service Media Planner shaping integrated marketing strategies for NISSAN as part of HeimatTBWA. Collaborating with a cross - functional team focused on achieving innovative marketing solutions.