Client Service Specialist

3 months ago


Red Deer, Canada Rise Overseas Immigration Full time

**Job Summary**
The Client Services Specialist will be responsible for managing client accounts, providing exceptional customer service, and ensuring client satisfaction. This role will involve utilizing various software tools and platforms to support clients in the financial services sector.

**Duties**:

- Develop and maintain strong client relationships through regular communication and account management
- Utilize Salesforce or similar CRM software to track client interactions and manage accounts effectively
- Collaborate with internal teams to address client needs and provide solutions
- Analyze market trends and client data to identify opportunities for growth and improvement
- Assist in project management activities related to client initiatives
- Provide product demonstrations and training sessions to clients as needed

**Qualifications**:

- Experience in financial services or related industry is preferred
- Proficiency in Salesforce or other CRM software is a plus
- Strong ability to analyze data and communicate findings effectively
- Excellent customer service skills with a focus on building relationships
- Demonstrated project management capabilities
- Ability to work independently and as part of a team

Pay: $20.80-$23.90 per hour

Expected hours: 40 per week

**Benefits**:

- Dental care
- Extended health care
- Life insurance
- Paid time off
- RRSP match

Flexible language requirement:

- French not required

Schedule:

- Monday to Friday

Work Location: In person



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