Client Services Coordinator responsible for excellent customer service and handling client inquiries in Liverpool, UK. Working within a hybrid system to manage client relationships efficiently.
IA
Hybrid Manager, Client Services
Posted 2 months ago
About the role
- Manager of Client Services at iA Financial Group leading a team to implement customer service strategies and ensure client satisfaction in Quebec City. Engaging in innovative service approaches and collaborating with managers across Canada.
Responsibilities
- Develop, implement, and maintain our service model and strategies
- Collaborate with other managers across Canada to ensure a consistent service approach
- Improve processes to better support your team and clients, actively participating in Lean philosophy (A3, Kaizens, DMS)
- Plan and execute projects related to the implementation of new tools or technologies
- Coach and guide your team to strengthen understanding of strategies and tools
- Lead regular alignment meetings between the service team and corresponding sales team to strengthen market insight, enhance collaboration, and ensure a unified presence when presenting
- Ensure client satisfaction within your direct team and address any escalations or improvement opportunities
Requirements
- Holds a university degree in a relevant field
- Solid knowledge of capital accumulation plans, defined benefit plans, and investments
- Proven experience in management and leadership, as well as in developing customer service strategies
- Expertise in retirement plans and strong technical skills
- Understanding of Lean philosophy (A3, Kaizens, DMS)
- Excels in communication, presentation, persuasion, and planning skills
- Strong ability to collaborate with multidisciplinary teams and build high-performing teams
- Highly motivated by new challenges
- Advanced level of French, both written and spoken
- Intermediate level of English, as the person will need to communicate by email and videoconference with English-speaking team members on a weekly basis
Benefits
- Flexible group insurance
- Competitive pension plan
- Share purchase plan
- Vacation and wellness days
- Telemedicine
- Employee and family assistance program
- Ergonomic furniture program
- Performance bonus
- Discounts on iA products
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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