Client Experience Specialist II
Canada Life
full-time
Posted on:
Location Type: Office
Location: Penticton • Canada
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Salary
💰 CA$50,900 - CA$76,400 per year
About the role
- Respond to client inquiries via telephone, email, video conference and in person
- Schedule and manage Advisor/Client Appointments and events
- Ensure excellence in every interaction to provide a consistent experience for existing clients and prospects
- Provide ongoing feedback to the team to ensure all opportunities for business improvements are captured and reviewed
Requirements
- 2 years in an Advisor/Client support role in a Financial Services/Insurance firm
- Post secondary diploma or degree in business, finance, economics or other related discipline
- Completion of or working towards completion of the IFIC, CSC and/or CPH is preferred
- Knowledge of Office365, PowerPoint, Word, Outlook, Excel, and SharePoint
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
client supportfinancial servicesinsurance
Soft Skills
communicationorganizationalinterpersonalfeedbackcustomer service
Certifications
IFICCSCCPH