- Establish an advisory relationship by identifying current and potential needs and supporting client retention

- Advise members and clients on specialized products and services and ensure member/client satisfaction

- Review client needs and compile and analyze data

- Handle requests and follow up as needed

- Assist members and clients, listen to their needs and propose personalized solutions

- Help identify the unit’s operational risks and opportunities for improvement

- Stay on top of the latest standards, products and services in the field

- Solicit, develop and maintain business relationships with members and clients

- Provide customer service and sell specialized products and services through multiple distribution channels based on member/client needs

- Promote and sell products and services based on client needs and unit business objectives and strategies

- Ensure member/client satisfaction and service quality in accordance with organizational standards and procedures

Requirements

- College diploma in a related field
- A minimum of one year of relevant experience

- Other combinations of qualifications and relevant experience may be considered

- Knowledge of French is required





- Intermediate advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients

- Action oriented

- Communicates effectively

- Complexity

- Customer Focus

- Differences

- Nimble learning

- Situational adaptability

- Tech savvy

Core Competencies

Demonstrates solid customer service skills and the ability to analyze client needs to provide personalized solutions. Proficient in building and maintaining business relationships while ensuring client satisfaction and service quality.

Highest-signal resume keywords

- Customer Service

- Client Relationship Management

- Data Analysis

- Bilingual (French and English)

- Sales Proficiency

Soft Skills

- Action Oriented

- Effective Communication

- Situational Adaptability

- Nimble Learning

- Customer Focus

Certifications & Qualifications

- College Diploma in Related Field

Industry Keywords

- Client Retention

- Operational Risks

- Business Relationships

- Service Quality

- Specialized Products and Services

📌 Advisor, Member Sales and Service (Levis)
🏢 Jobtailor
📍 Levis