Client Support Specialist

1 week ago

Toronto, Canada People Corporation Full time

People Corporation is looking for an individual to join our Group Retirement Solutions team in Toronto as a **Client Support Specialist**.

The **Client Support Specialist** role is responsible for providing superior customer service and support for the day-to-day management of all new and existing retirement businesses for People Corporation. This role is the foundation for the Group Retirement Solutions team and is key to providing support to the sales and service teams, coordination and distribution of Financial Wellness, and assisting with ongoing projects which drive revenue and service excellence.

**Key Responsibilities**
- Provide exceptional service and support to all internal and external stakeholders including team members, plan sponsors, and plan members
- Provide sales support to consultants as it relates to proposals and presentations
- Support the client onboarding process including communicating with recordkeeper for documentation, setting up client folders, filing all required documentation and updating Salesforce
- Manage the service protocol and follow up with team members to ensure tasks are being completed in a timely manner
- Co-ordinate and prepare meeting materials for all upcoming client meetings including plan review packages, benchmarking presentations, market reviews, and additional materials as required
- Contribute to service/support improvements and ad hoc projects
- Support team members with Salesforce updates and reporting
- Provide informative and timely responses to all plan sponsor and plan member inquiries
- Attend, participate, and take minutes for all team meetings
- Assist with the coordination and support of new team members
- Attend industry webinars and events to increase business acumen
- Co-ordinate the marketing, branding and translation of content for the sales process, financial wellness, and industry events

**Preferred Experience & Skill Set**
- Undergraduate degree in business administration or a related field
- Minimum 1 year of relevant experience
- Good business and financial acumen
- Exceptional communication skills, both written and verbal
- Extremely organized and detail-oriented
- Strong time management skills with the ability to prioritize and multitask
- Excellent customer service skills
- Proficient in Microsoft Office programs including Word, PowerPoint, and Excel
- Experience with Salesforce and Foxit are an asset
- Knowledge and experience in marketing is considered an asset
- RPA, CEBS designation considered an asset
- Proficiency in French is an asset

A willingness to have fun with the team, be adaptive to change, a desire for new challenges in a growth-oriented organization and a passion for the client experience is mandatory

**What’s in it for you**:

- Learn by working alongside our experts
- Extended health care and dental benefits
- A retirement savings plan with company contributions
- A suite of Health & Wellness offerings
- Competitive compensation

At People Corporation we are committed to helping businesses succeed. We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions. Our experts and solutions serve over 20,000 clients representing nearly 3 million Canadians. We offer customized solutions designed to fit the unique needs of businesses and their employees, members and stakeholders.

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