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Client Experience Specialist
2 months ago
We are seeking a highly skilled and experienced Client Experience Specialist to join our team at Canada Life. As a Client Experience Specialist, you will play a critical role in delivering exceptional client service and support to our advisors and clients.
Key Responsibilities- Client Service and Support: Provide timely and effective support to clients and advisors, responding to inquiries and resolving issues in a professional and courteous manner.
- Client Relationship Management: Build and maintain strong relationships with clients and advisors, ensuring that their needs are met and exceeded.
- Communication and Documentation: Ensure accurate and timely communication with clients and advisors, and maintain accurate records of client interactions and correspondence.
- Administrative Support: Provide administrative support to advisors and other team members, as required.
- Continuous Improvement: Identify opportunities for process improvements and implement changes to enhance client service and support.
- Education and Experience: 2 years of experience in a client-facing role in a financial services or insurance firm, with a post-secondary diploma or degree in business, finance, economics, or a related field.
- Skills and Abilities: Excellent communication and interpersonal skills, with the ability to work effectively in a fast-paced environment. Strong organizational and time management skills, with the ability to prioritize tasks and manage multiple projects simultaneously.
- Technical Skills: Proficiency in Microsoft Office, including Word, Excel, and Outlook, with intermediate knowledge of Univeris, Plan Plus, iMost, Croesus, NetRep, and NBCN.
Canada Life is a leading provider of financial and benefit plan solutions for individuals, families, businesses, and organizations. We are committed to providing an inclusive and accessible environment, where all employees and customers feel valued, respected, and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.
