Travel & Client Services Executive coordinating travel and logistics for corporate events at Davy Group. Supporting Capital Markets team with logistics, administration, and stakeholder communication.
About the role
- Client Service Administrator handling client inquiries and providing service excellence at Sun Life. Ensuring timely administration and supporting internal partners across Canada and worldwide.
Responsibilities
- 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
Lead Director, Client Services responsible for strategic leadership and operational excellence in Rebate Operations at CVS Health. Overseeing client service efforts and team management to ensure satisfaction and compliance.
Client Service Manager working with assigned Client Managers to maintain and grow existing Small Group business. Ensuring positive account relationships and effective communication with clients and internal teams.
Client Service Associate supporting high - net - worth clients by ensuring transaction completion and relationship management. Working within a centralized task queue to enhance client satisfaction and retention.
Client Service Representative at Ridge Lake Animal Hospital serving as the first point of contact for clients and their pets. Handling inquiries, payments, and client information management.
Team Leader managing KYC/AML processes at Vistra Global Services in Mauritius. Leading a team and ensuring compliance with policies and procedures in the onboarding process.
Client Care Specialist delivering professional customer service at animal memorial services. Ensuring quality interactions via various communication methods and coordinating client service requests.
Client Service Associate supporting Relationship Managers in Wealth Advisory. Administration of trust, investment, and retirement accounts with a focus on client relationships.
Client Service Associate providing support to financial advisors at LPL Financial. Focusing on client communication, problem resolution, and service education.
Supports Financial Advisors in daily investment practice operations and client service. Responsible for paperwork, transactions, appointments, and communication with clients and financial companies.