Bilingual Client Support Specialist

2 months ago

Toronto, Canada People Corporation Full time

We are seeking a Bilingual Client Support Specialist to join our Group Retirement Solutions team in Toronto, Montreal or Calgary. The Bilingual Client Support Specialist will be responsible for providing superior customer service and support for the day-to-day management of all new and existing retirement businesses for People Corporation. This role is the foundation for the Group Retirement Solutions team and is key to providing support to the sales and service teams, coordination, and distribution of Financial Wellness, and assisting with ongoing projects which drive revenue and service excellence.

**The Bilingual Client Support Specialist will**:

- Provide exceptional service and support to all internal and external stakeholders including team members, plan sponsors, and plan members
- Provide sales support to consultants as it relates to proposals and presentations
- Support the client onboarding process including communicating with recordkeeper for documentation, setting up client folders, filing all required documentation and updating Salesforce
- Manage the service protocol and follow up with team members to ensure tasks are being completed in a timely manner
- Co-ordinate and prepare meeting materials for all upcoming client meetings including plan review packages, benchmarking presentations, market reviews, and additional materials as required
- Contribute to service/support improvements and ad hoc projects
- Support team members with Salesforce updates and reporting
- Provide informative and timely responses to all plan sponsor and plan member inquiries
- Attend, participate, and take minutes for all team meetings
- Assist with the coordination and support of new team members
- Attend industry webinars and events to increase business acumen
- Work collaboratively using digital tools and responsible for the marketing, branding and translation of content for the sales process, financial wellness, and industry events

**T**o be successful **as a** **Bilingual Client Support Specialist** **with People Corporation, you will need**:

- Undergraduate degree in business administration or a related field
- Minimum 1 year of relevant experience (marketing experience preferred)
- Good business and financial acumen
- Exceptional communication skills, both written and verbal
- Extremely organized and detail-oriented
- Strong time management skills with the ability to prioritize and multitask
- Excellent customer service skills
- Proficient in Microsoft Office programs including Word, PowerPoint, and Excel
- A willingness to have fun with the team, be adaptive to change, a desire for new challenges in a growth-oriented organization and a passion for the client experience is mandatory
**- Experience with Salesforce and Foxit
- Knowledge and experience in marketing
- RPA, CEBS designation
- Proficiency in French

**What's in it for you**:

- Learn by working alongside our experts
- Extended health care and dental benefits
- A retirement savings plan with company contributions
- A suite of Health & Wellness offerings
- Mental Health programs and support for you and your family
- Assistance for the completion of industry designations
- Competitive compensation

At People Corporation we are committed to helping businesses succeed. We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions. Our experts and solutions serve over 20,000 clients representing nearly 3 million Canadians. We offer customized solutions designed to fit the unique needs of businesses and their employees, members and stakeholders.

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