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Client Relationship Manager
2 months ago
We are seeking a highly skilled Client Experience Specialist to join our team at Canada Life Assurance Company. As a key member of our client service team, you will play a critical role in delivering exceptional client experiences and building strong relationships with our clients.
Key Responsibilities- Client Servicing: Provide timely and effective support to clients, responding to their inquiries and resolving any issues that may arise.
- Client Meeting Coordination: Schedule and manage client meetings, ensuring that all necessary information is gathered and documented.
- Communication and Documentation: Review and follow up on client communication and documentation, ensuring that all information is accurate and up-to-date.
- Administrative Support: Provide administrative support to advisors and other team members, as needed.
- Escalation and Resolution: Escalate client matters in a timely manner, as warranted by the situation, and work with the team to resolve any issues.
- Client Relationship Building: Build and maintain strong relationships with clients, ensuring that their needs are met and exceeded.
- Team Collaboration: Collaborate with the team to achieve pre-defined retention, client happiness, and growth targets.
- Ad-hoc Duties: Perform other duties as required, and responsibilities may change from time to time.
- Experience: 2 years in an advisor/client support role in a financial services/insurance firm.
- Education: Post-secondary diploma or degree in business, finance, economics, or other related discipline. Completion of or working towards completion of the IFIC, CSC, and/or CPH is preferred.
- Skills: Excellent client service skills, organizational skills, time management, and ability to multi-task and prioritize.
- Technical Skills: Knowledge of Office365, PowerPoint, Word, Outlook, Excel, and SharePoint. Intermediate knowledge of Univeris, Plan Plus, iMost, Croesus, NetRep, and NBCN is a plus.
We offer a competitive salary range of $41,400 - $55,900 annually, plus additional variable compensation components of our total compensation package. If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.
We are committed to providing an inclusive, 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.
