Bilingual Customer Service Representative
7 hours ago
We are seeking a highly skilled Bilingual Virtual Customer Service Representative to join our team at Embark. As a key member of our Customer Success department, you will play a critical role in delivering exceptional customer experiences and driving business growth.
Key Responsibilities- Deploy retention tactics to engage with existing clients and prevent account cancellations or transfers.
- Maximize the value of customers' Registered Education Savings Plans (RESPs) through account management activities.
- Act as a subject matter expert on RESP products, features, and benefits, providing financial advice when appropriate.
- Proactively manage and retain existing customers by building strong relationships and trust.
- Execute and improve upon current customer retention strategies in an inbound and outbound call center environment.
- Establish credibility through regular communication and effective relationship-building strategies.
- Conduct regular check-ins and account reviews to ensure customers are maximizing the value of their RESP and leveraging opportunities for new business.
- Maintain up-to-date knowledge of market conditions and leverage advantages to build effective solutions for great customer experiences.
- Bilingualism in French is a requirement for this position.
- Customer-centric approach, providing financial advice when appropriate, by ensuring that customers understand all the benefits of their RESP at each stage of its lifecycle.
- Experience in partnership relations and virtual management.
- Ability to synthesize large volumes of data to derive trends and patterns.
- Flexible and open to change, constantly striving to improve processes.
- Experience in Microsoft Excel and reporting background is an asset.
- Must be eligible to be licensed through your local provincial authority and recognized by the RESP Dealers Association of Canada.
At Embark, we offer a dynamic and supportive work environment, opportunities for growth and development, and a competitive compensation package.
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