Client Relations Specialist

1 week ago

Quebec City, Canada iA Groupe financier iA Financial Group Full time

Telework /Full time/ Quebec City, Montreal/

Our clients’ and partners’ needs matter to you? You have a positive attitude towards problem solving and teamwork? Here is a great opportunity within the Client Relations Team, individual savings & retirement

You will be responsible for providing effective support to all our clients and communicating clearly to offer attentive and value-added service.

Main responsibilities:

- Respond to telephone calls from clients and advisors.
- Make decisions to facilitate the client’s request
- such as escalations for transactions, waving administrations fees, mailing of cheques.
- Resolve complaints from clients
- within the guidelines provided.
- Focus on building and maintaining excellent relationships with our clients and partners.
- Assist clients to ensure a positive experience when dealing with our Company and provide 1st line resolution to problems or know when and how to follow up with other internal staff for resolutions.
- Update basic information received from clients, such as address changes, PAC, name corrections, add notes and follow ups for special handling.
- Use of the Workflow system to document and submit change requests are required.

**Requirements**:

- College diploma in administration or related field, or 2 years of relevant experience
- Excellent language skills, both oral and written, due to frequent interactions with English and French speaking partners and clients across Canada
- Autonomy and excellent judgment
- Ability to work under pressure and manage stress well
- Excellent ability to transmit knowledge
- Sense of analysis and priorities

We offer you:

- Comprehensive health and dental insurance
- Annual bonus for all permanent employees
- Pension plan
- Learning and development opportunities

RSRIA

**Company Overview**:
**About**:
iA Financial Group is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

**Our commitment to Diversity and Inclusion**:
At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please contact us here. Someone from our team will be happy to assist you.

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