03 Aug
|
TechAlliance of Southwestern Ontario, London Economic Development
|
Winnipeg
03 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 setting. 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