Senior Client Support Specialist

18 hours ago

Kitchener, Ontario, Canada The Canada Life Assurance Company Full time

**About the Role**

We are seeking a highly skilled Senior Client Support Specialist to join our team at The Canada Life Assurance Company. As a key member of our Continuum Financial Centre, you will play a critical role in providing exceptional service to clients requiring assistance related to their investment and insurance products.

**Key Responsibilities**

In this full-time, in-office position, you will be responsible for responding to client inquiries, assessing and resolving client questions or concerns, and completing non-licensed services while delivering a professional client experience.

You will:

  • Influence client loyalty and retention by providing consistent, accurate, and high-level service
  • Investigate, resolve, and respond to client non-licensable queries by researching further information, as appropriate, and dealing directly with the client and our partners where required
  • Prepare and process insurance and investment requests, documentation, and transactions
  • Maintain accurate and detailed records of client interactions in our Customer Relationship Management (CRM) system
  • Adhere to and maintain compliance requirements of the business
  • Contribute to team and department goals
  • Maintain workflow and process in an orderly fashion to permit backup to readily follow up during absences

**Requirements**

To succeed in this role, you will need:

  • A college diploma, university degree, or equivalent industry experience
  • Bilingualism (French, English) is required to answer calls from French and English speaking customers across Canada
  • Proven experience in the financial insurance industry, Canadian banking, insurance, and/or financial channels
  • Proven experience in a customer service-related field
  • Knowledge of insurance products, service
  • Knowledge of mutual fund and segregated investments, service
  • Strong ability to utilize professionalism and deliver high-level customer service
  • High level of attention to detail, thoroughness, and accuracy
  • Proven experience with Microsoft programs such as Word, Excel, PowerPoint, and Outlook
  • CRM experience is an asset

**What We Offer**

We offer a competitive salary range of $43,800 - $72,900 annually, plus other variable compensation components of our total compensation package. You will also have the opportunity to work in a dynamic and inclusive environment where your unique background, perspectives, and talents are valued and shape our future success.

With over 30 offices and more than 350 employees, we provide a broad portfolio of financial and benefit plan solutions for individuals, families, businesses, and organizations. Our company serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States.

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