Account Manager facilitating client relationships and driving revenue for Veritext, a leader in technology - enabled court reporting services. Engaging with law firms to understand their business objectives and upselling solutions based on client value.
About the role
- Client Account Representative working for Manulife in Retirement Operations team. Delivering exceptional service and managing client relationships effectively in B2B context.
Responsibilities
- Manages a full block of clients
- Deliver professional and trusted service to clients
- Build solid relationships both internally and externally
- Provide high-quality service to clients by responding effectively to questions, issues and problems.
- Meet service quality and productivity standards
- Resolve or negotiate solutions to client issues directly or by consulting with appropriate resources.
- Document and track client discussions or complaints
- Proactively educate clients on new product features
- Build and maintain solid relationships with customer base
- Provide accurate client administration by processing standard financial transactions.
- Monitor, control and minimize outstanding suspense account items
- Contribute to the improvement of work systems
- Complete and participate in ongoing training and education
- Identify trends and patterns of client issues and escalate as necessary
Requirements
- 2–3 years of experience in business‑to‑business (B2B) client servicing or support.
- Experience as a Customer Service Representative, with a strong focus on relationship management.
- Very proficient in Excel, Microsoft Word, PowerPoint and Access Databases.
- Ability to develop and maintain strong relationships with customer base by demonstrating excellent interpersonal and communication skills (oral/written)
Benefits
- Flexible work arrangements
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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