Customer Success Specialist
2 weeks ago
About the Job
The Customer Success Specialist will play a key role in maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant. They will also be responsible for managing timelines and key dates for accounts, responding to client inquiries in an understanding and time-efficient manner, and leveraging their problem-solving skills to provide proactive client service.
Key Responsibilities:
- Maintain existing client accounts and identify opportunities to contact clients.
- Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.).
- Tap into your superior problem resolution skills to provide proactive client service. Working collaboratively, you will at times liaise with various departments to provide smooth and timely solutions.
- Effectively manage incoming communications from clients, Advisors and other internal and external partners.
- Assist the Advisor team in welcoming and onboarding new clients.
Required Skills and Qualifications:
- Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
- Strong skills working with business applications/technology, including Microsoft Office Suite
- High quality time management and organization skills
- Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
Benefits:
We offer a comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable. Our leaders support your development through coaching and managing opportunities. You will also benefit from working in a dynamic, collaborative, progressive, and high-performing team.
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