01 Aug
|
TechAlliance of Southwestern Ontario, London Economic Development
|
Winnipeg
01 Aug
TechAlliance of Southwestern Ontario, London Economic Development
Winnipeg
Elevate client interactions by becoming a Client Service Experience Specialist II at Canada Life in Winnipeg. Utilize your client service skills in a agile and supportive environment. As a Client Service Experience Specialist II, you will support clients and advisors by managing day-to-day servicing requests efficiently.
This role involves triaging service requests, offering exceptional customer support, and collaborating with various departments to ensure satisfaction. Your hands-on contributions will significantly enhance the client experience in a financial services setting. Key Responsibilities:
- Triage client service requests promptly and professionally
- Provide Client Portal support and address inquiries
- Communicate effectively with clients and stakeholders
- Assist in onboarding processes and client transfer
- Develop and maintain procedural documentation Requirements:
- Undergraduate degree in Business or related field
- Two years in client service within financial services
- Knowledge of Canadian Securities industry practices
- Proficiency with Microsoft Office and Salesforce
- Excellent organizational and problem-solving skills Bring your client-focused approach and proactive problem-solving skills to Canada Life's dedicated team in Winnipeg.
📌 Client Service Experience Specialist II at Canada Life (Winnipeg)
🏢 TechAlliance of Southwestern Ontario, London Economic Development
📍 Winnipeg