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Client Service Ambassador
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, understanding their needs and preferences, and providing tailored solutions to meet their needs.
- Team Collaboration: Work collaboratively with the team to achieve shared goals and objectives, including 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, ability to anticipate client needs, and timely follow-up. Organizational skills and time management, able to multi-task, prioritize, and work in a fast-paced environment. Knowledge of Office365, PowerPoint, Word, Outlook, Excel, and SharePoint. Nice to have intermediate knowledge of Univeris, Plan Plus, iMost, Croesus, NetRep, and NBCN.
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.
