SL
Sun LifeSenior Client Support Consultant
Client Support Consultant ensuring smooth group claims experience for employer segment with 2000+ enrolled employees. Collaborating with multiple teams to enhance client satisfaction and resolve issues.
About the role
- Handle day-to-day administration of a block of business with various products in a timely manner within service level standards
- Analyze and process transactions related to control accounts (suspense) daily to ensure they are current and accurate
- Verify daily output and ensure corrections are completed on member accounts (P & L)
- Ensure all issues and complaints are escalated to the Client Service Specialist/Team Lead/Manager and are logged/acted on within 24 hours
- Identify trends and patterns on inquiries/transactions to help optimize client efficiencies
- Share client feedback or other issues with Client Service Specialist to improve processes and the relationship with the client
- Track accurately all assigned work in the current management operating systems (ie: Changepoint, Ultera, visual boards)
- Participate actively in team huddles/meetings and keep others informed and up-to-date
- Strong initiative to ownership of work
Requirements
- Bilingualism (French, English, both oral and written) is required
- Excellent PC skills, especially Excel
- Accuracy and speed
- Superior organization skills and the ability to multi-task
- Ability to deal with high work volumes
- Strong team player
- Outstanding customer service skills
- Excellent communication skills (both verbal and written)
- Excellent interpersonal skills
Benefits
- A friendly, collaborative, and inclusive culture where you’re an innovator and trusted partner
- An environment of continuous learning and improvement
- A fast-paced, dynamic environment where you’re able to apply what you’ve learned to real-life challenges
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
CA
Capital.comClient Service Specialist, English
Client Service Specialist in a leading trading platform. Supporting clients at all levels through various communication channels with a focus on building trust and satisfaction.
CA
Capital.comClient Service Specialist, French
Client Service Specialist at a leading trading platform supporting clients with service inquiries. Engaging with clients through various communication channels while building trust and satisfaction.
CA
Capital.comClient Service Specialist, Arabic
Client Service Specialist supporting clients at all levels in a leading trading platform. Engaging with clients through various channels to ensure satisfaction and provide assistance.
GI
Gateway Services Inc.Client Care Specialist
Client Care Specialist at Gateway Services assisting customers with inquiries and product orders. Ensuring professional service delivery and extensive product knowledge in a fast - paced environment.
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.
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.