Client Support Associate

5 days ago

Edmonton, Canada Everyday People Financial Corp. Full time

**Client Support Associate Overview**

Everyday People Financial Corp. (or “EP”) is a new and growing financial technology (FinTech) consumer finance company. At EP, our people come first. We offer a fun, supportive work environment and encourage authenticity at work. Our Client Support team is a highly engaged team that prides themselves on achieving best-in-class service.

Our Edmonton office currently has one full-time Client Support Associate position available. The Client Support Associate is the first line of support for EP’s clients and will maintain exceptional customer service levels. The Client Support Associate is responsible for investigating, documenting, and resolving incoming client issues.

**Key Responsibilities**
- Responds to client inquiries and resolves issues in a timely manner.
- Documents and escalates complex client issues to the Operations Manager.
- Proactively identifies issues and recommends solutions.
- Practices and ensures compliance of company policies and procedures.
- Ensures that process flows are completed within the defined scope.
- Achieves and maintains key performance metrics.
- Uses business tools and industry knowledge to identify problem areas and document business requirements.
- Establishes and maintains effective work procedures.
- Helps to determine client credit eligibility.
- Corresponds with client to collect payments (dunning activities).
- Performs other duties as required.

**What It Takes to Succeed**
- 1 year of direct customer service experience preferred.
- Experience working in the finance or banking industry an asset.
- Sales experience is considered an asset.
- High school diploma preferred.
- Excellent English speaking, reading, and writing skills are required.
- Bilingual language abilities considered an asset.
- Must be available for a rotational work schedule including weekends 8:00 am - 4:00 pm and weekdays 7:00 am - 6:00 pm.
- Excellent communication and customer service skills.
- Highly organized and manages time effectively.
- Effective problem-solving and decision-making ability.
- High level of accuracy and attention to detail with a strong sense of urgency.
- Understanding of financial transactions considered an asset.
- Must be proficient in the Microsoft suite of products including Word, Excel and Outlook and possess basic computer management skills such as saving files.
- Experience with Customer Relationship Management systems (CRM) an asset.

**What We Offer**
- Company paid healthcare spending account.

**Benefits**:

- Casual dress
- Company events
- Dental care
- Disability insurance
- Extended health care
- Life insurance
- Paid time off
- Tuition reimbursement

Schedule:

- 8 hour shift
- Monday to Friday

Ability to commute/relocate:

- Edmonton, AB: reliably commute or plan to relocate before starting work (required)

**Education**:

- Secondary School (preferred)

**Experience**:

- Customer service: 1 year (preferred)

Work Location: One location

  • Client Associate, Cl

    1 week ago

    Edmonton, Canada Lloyd Sadd Full time

    Lloyd Sadd is a Navacord broker partner, one of Canada’s largest insurance, group benefits and pension providers. Our goal is to provide our clients with expert advice in risk management, employee wellbeing and insurance. With multiple locations in Alberta and BC, we take pride in our ability to attract exceptional talent and build top performing teams who...

  • Support Associate Pt

    2 weeks ago

    Edmonton, Canada Groupe Dynamite Inc. Full time

    Seize the opportunity to join a global fashion retailer with two brands at the heart of its success, Garage and Dynamite, selected as one of _Montreal's Top Employers 2020_ and as one of _Canada’s Top employers for Young people 2020_! Be part of our team! We are currently looking for a Support Associate. The Support Associate is responsible to provide...

  • Client Associate, Commercial Insurance

    7 days ago

    Edmonton, Alberta, Canada Lloyd Sadd | Navacord Full time $60,000 - $80,000 per year

    Navacord is one of Canada's largest insurance, group benefits and pension providers. Our goal is to provide our clients with expert advice in risk management, employee wellbeing and insurance. With multiple locations across Canada, we take pride in our ability to attract exceptional talent and build top performing teams who deliver the best results for our...

  • Client Care Associate

    2 weeks ago

    Edmonton, Canada River City Events Full time

    **ABOUT RIVER CITY EVENTS** **RENTALS. PLANNING. DESIGN. TENTS.** Since 2007, River City Events has been Edmonton’s trusted full-service event and rental company, proudly serving the city and surrounding areas. From backyard celebrations to high-profile corporate galas, we collaborate with our clients to create unforgettable, personalized experiences. Our...

  • Client Service Associate

    2 weeks ago

    Edmonton, Canada Gravity Pope Full time

    Our Edmonton footwear store is inviting applicants to fill the key role of full time Client Service Associate. This role is responsible for creating an atmosphere on the sales floor that fosters client realization, retention, and loyalty. **Duties and responsibilities include**: - Providing exceptional customer service at all times - Developing,...

  • Client Service Associate

    1 week ago

    Edmonton, Canada Gravity Pope Full time

    Our Edmonton clothing store is inviting applicants to fill the key role of full time Client Service Associate. This role is responsible for creating an atmosphere on the sales floor that fosters client realization, retention, and loyalty. **Duties and responsibilities include**: - Providing exceptional customer service at all times - Developing,...

  • Private Client Service Associate

    1 week ago

    Edmonton, Canada Connor, Clark & Lunn Financial Group Full time

    **Private Client Service Associate** **Connor, Clark & Lunn Private Capital Ltd.** **Edmonton, AB** We are looking for the next **Private Client Service Associate** to join our firm. In this role, you will be a member of a collaborative and client focused team delivering exemplary service to our high-net-worth clients. Through a combination of superior...

  • Private Client Service Associate

    5 days ago

    Edmonton, Canada Connor, Clark & Lunn Financial Group Full time

    **Private Client Service Associate** **Connor, Clark & Lunn Private Capital Ltd.** **Edmonton, AB** We are looking for the next **Private Client Service Associate** to join our firm. In this role, you will be a member of a collaborative and client focused team delivering exemplary service to our high-net-worth clients. Through a combination of superior...

  • Client Support

    3 weeks ago

    Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada CIBC US Full time

    A leading financial institution is seeking an Associate Client Support to engage with clients and assist investment advisors. Responsibilities include improving client experiences, identifying business opportunities, and building relationships. Candidates must have certifications such as CSC, CPH, and IR licensing. This role offers competitive benefits and a...

  • Client Support

    1 week ago

    Edmonton, Canada Affinity 1:1 Full time

    **Job Title: Client Support Representative** **Location**: Downtown Edmonton **Hours**: Monday - Friday, 12 PM - 8 PM **Are you passionate about helping others and ready to make a difference? Join our dynamic team as a Client Support Representative!** **What You'll Do**: - Engage with clients face-to-face, providing exceptional support and solutions. -...