As a Client Experience Specialist II with Investment Planning Counsel (IPC) doing business now as part of Canada Life, you would have a full-time position that would make you one of the primary contacts to clients regarding their inquiries and requests.
As a Client Experience Specialist II, you would also coordinate your client meetings, monitor and manage any necessary paperwork, provide administrative support, and assist in all aspects of the working relationship between Canada Life and the clients you serve.
At Canada Life, we celebrate and promote diversity in the workplace and seek to create an environment that fosters a diverse workforce through the hiring of qualified individuals from diverse backgrounds.
Being part of a large organization that provides services to over one million Canadians will allow you to work with a team focused on providing high-quality client experiences, while also encouraging your professional and personal development.
If you are interested in having your career continue to be built upon a foundation of integrity; providing excellent client care; and keeping employees engaged in the success of the organization, check out the full job posting for this exciting opportunity with Canada Life!
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Employer Details:
Company name : Canada Life
Job Type : Permanent, Full-Time
Location : Mississauga Ontario, ON, CA, L4W 0E4
Salary : $49,900 – $ 74, 800 per year
Job Description
- Serve as the main representative for Clients, providing a friendly first impression in both Person and telephone.
- Always bring a supportive and responsive service to all Clients, and in this way, create a team-oriented atmosphere.
- Letting the Advisor and Clients meet, managing appointments, and maintaining records that are connected to these meetings.
- Create comprehensive file records of Client contact. Follow processes for processing documents and updating CRM notes.
- Be a team player working towards established team objectives, provide coverage for absent team member(s), and assist your manager with identifying opportunities to improve existing processes.
Responsibilities
- Escalate client requests as necessary but always deliver excellent client and prospective client experiences.
- Schedule/coordinate meetings and special events between advisors and clients, tracking pertinent details and any requests submitted by clients.
- Keep accurate client records and process account/trade documentation and instructions timely and accurately.
- Achieve team metrics/success driving client retention, satisfaction, growth, and provide coverage for other team members as required.
- Maintain current records in the CRM system, provide feedback to improve existing processes, and complete one-time administrative projects whenever necessary.
Requirements
- A degree or diploma in a related area such as Finance, Economics, Business, or similar is an asset, as well as having certifications such as IFIC, CSC, or CPH.
- Develop and maintain professional and collaborative working relationships with co-workers, clients and anyone else in the organization who may require your assistance.
- Provide exemplary customer service to the client with both promptness and proactivity of responses to client requests.
- In order to properly juggle the requirements of a hectic work environment, it is necessary to have outstanding organizational and time management abilities.
- Applicants will be required to showcase their proficiency in the use of the Office365 applications as the basic (Word, Excel, PowerPoint, Outlook, and SharePoint) was expected.
- Familiarity with intermediate-level experience with platforms such as Univeris, Plan Plus, iMost, Croesus, NetRep and NBCN will be an additional asset.
How to Apply ?
If you are interested and eligible for this role, you can click this link to apply at Bell.