Client Advocate managing inquiries and requests for better client experience at Sun Life. Collaborating with internal teams to resolve issues and ensure satisfaction of clients across various benefits services.
About the role
- Client Advocate supporting clients using the Black Diamond Wealth Platform™ solution and building relationships for effective customer satisfaction. Working in a hybrid role to ensure client success.
Responsibilities
- Build and maintain strategic relationships with existing clients.
- Work directly with clients to help solve their problems and ensure their satisfaction.
- Collaborate with teammates to ensure customer questions and concerns are addressed timely.
- Undertake discovery and education activities to troubleshoot technology and financial issues.
- Educate and train clients on rapidly changing software systems.
- Pin point the root cause of problems, provide solutions, and own the relationship from start to finish .
Requirements
- Highly motivated with excellent communication and analytical skills.
- Proven work experience as a Customer Success Manager or similar role.
- Excellent communication skills, including presentations and written documents.
- Strong problem solver and work cross-functionally to deliver results.
- Quickly grasp new and complex topics and communicate them clearly.
Benefits
- Flexibility : Hybrid Work Model & a Business Casual Dress Code, including jeans
- Your Future: 401k Matching Program, Professional Development Reimbursement
- Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
- Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
- Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity
- Training: Hands-On, Team-Customized, including SS&C University
- Extra Perks: Discounts on fitness clubs, travel and more!
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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