As a representative of the company’s front office, you will serve as a liaison between clients, advisers and other departments. Your primary responsibility is to ensure that all interactions with clients are pleasant and easy to navigate. This position will be based in Windsor and will involve developing and maintaining relationships with the clients by managing all aspects of their day-to-day relationship with us.
We also offer an inclusive and supportive workplace where employees can bring their entire individual personality and character to the job. Team members represent a culture of teamwork, mutual respect, and an unyielding commitment to improving the financial well-being of Canadians.
The Client Experience Specialist II position is an opportunity to grow within one of the most reputable financial services organisations in Canada. If you wish to join Canada Life, please review the job posting below and consider applying for this role.
Also hiring: Office receptionist
Employer Details
Company Name : Canada Life
Location : Windsor Ontario, ON, CA, N8W 5W1
Salary : $48,400 – $ 72,600 annually
Job Type : Permanent Full Time
Start date : As soon as possible
Benefits : Competitive base pay, inclusive, diverse and supportive work culture, Opportunity to develop and grow a career, employee wellbeing and work/life balance, access to equitable employment etc.
Job Description
- This role provides customer service to clients, allowing advisors to maintain ongoing relationships with their clients while delivering a consistent experience of quality.
- As part of this role, you will be a member of Canada’s Life’s Wealth Management Network and located in Windsor as a permanent full-time employee.
- Employees will coordinate meetings, communications, and follow up with your clients.
- Employees’ main responsibilities include assisting their advisor with managing the documentation necessary for each of their clients, scheduling appointments, and coordinating the activities regarding their accounts.
- This post will provide a friendly work environment with a good salary.
Responsibilities
- By speaking to or meeting with clients via telephone or in person, staff communicate with their clients directly.
- The time between receiving inquiries and responding promptly and appropriately.
- Coordinating and arranging meetings with Client Advisors.
- Timely, Accurate Opening/Closing of Accounts and trade execution on behalf of clients.
- Having Detailed, Accurate, Up-to-date Electronic Records for Clients & Trades.
- Providing Excellent Service to Clients and Working in Partnership with Other Employees to Deliver a Superior Client Experience.
Requirements
- Must have completed at minimum a Postsecondary Education Program in Business, Finance, Economics, or Related Fields.
- Must have a strong target-service orientation as well as the ability to create and maintain a professional relationship.
- Must also be able to demonstrate the ability to effectively and efficiently manage time by utilizing an efficient and effective way of managing the day-to-day operations of the department in a fast-paced environment.
- Must demonstrate superior organizational ability and strong time management skills.
- Must be knowledgeable of and have experience using Microsoft Office 365 (Outlook for e-mail, Microsoft Word, Microsoft Excel and PowerPoint, SharePoint for file sharing).
- Must have work experience with investment products or mutual funds and completed industry courses preferred.
How to Apply?
If you are interested in this opportunity then you can simply apply on the link.