Client Service Representative at CIBC helping clients manage their banking needs in a fast - paced environment. Engaging with clients and providing technology assistance while working full - time on - site.
About the role
- Client Services Specialist acting as primary contact for client inquiries in energy management. Building relationships and supporting client success through customized solutions in a hybrid role.
Responsibilities
- Act as the primary point of contact for client inquiries and technical requests, ensuring timely resolution within SLAs and managing the escalation of operational and data issues.
- Build strong, trusted relationships through regular meetings to provide performance updates, resolve issues, and deeply understand client goals and challenges.
- Manage the client lifecycle by leading a smooth onboarding process, providing offboarding support when needed, and ensuring a professional experience at every stage.
- Proactively monitor client health by analyzing data and service operations to identify trends, mitigate risks, and uncover opportunities for deeper engagement.
- Empower client success by delivering tailored training and resources, contributing to success plans, and promoting ease of use through continuous education.
- Support account growth and retention by preparing materials for renewal conversations and helping to identify upsell and cross-sell opportunities.
- Provide project coordination for client initiatives, including tracking milestones, scheduling meetings, and maintaining documentation to ensure timely delivery.
Requirements
- Bachelor’s degree in Business, Communications, IT, or a related field
- Internship, academic project, or up to 1 year of experience in a customer-facing or administrative support role
- Exceptional organizational skills and a keen eye for detail
- Strong verbal and written communication skills with a customer-service orientation
- A proactive, curious mindset with a strong desire to learn about client success and the energy technology sector
- Proficiency with Microsoft Office Suite (especially Excel and PowerPoint)
- Familiarity with JIRA or an interest in project coordination principles is an asset
Benefits
- RRSP program with employer match
- Competitive salary
- Flexible, hybrid work arrangements, minimum 2 days in office requirement
- Company-paid Health & Wellness days off
- Fitness Club & Bike Share subsidy
- A fully funded, employee-focused health benefits plan (including vision care, an extensive Employee & Family Assistance Plan, and enhanced coverages for wellness-based practitioners such as mental health support, massage therapy and others)
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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