We’re a Canadian mutual company driven by purpose - putting people first and helping Canadians protect today and prepare for tomorrow. Our culture is built on care, passion and curiosity. We are looking for a Client Relationship Specialist to join our Group team! guarantee superior service that not only meets but exceeds client expectations and cultivates long term trust and satisfaction; support the Group Account Executives (GAE) in their management of advisor relationships by working closely with the advisor and their service teams; the Client Relationship Specialist (CRS) provides training and demos for the various Equitable platforms. (Plan Admin, Plan Member and Advisor sites, and mobile app) and works alongside the Group Service Representative to ensure responsive service standards are maintained.
You will work from your home office 100% of the time. You may be required to be in-person at our office in Waterloo, ON or another assigned location within the Waterloo Region, on an as needed basis. Sales related roles may be required to travel based on the assignment.
Work with head office teams on complex issues, to provide efficient problem resolution to advisors
Work in partnership with internal teams (Underwriting, Group Benefits Administration, Claims, etc.) Conduct Plan Administrator (PA) training sessions to ensure understanding of administrative guidelines and PA portal functionality. Sessions may be held in person or virtual. Travel may be required
Conduct Plan Member sessions to familiarize plan members with Equitable claims and administration platforms, as well as their new advantages plan
Manage the implementation of plan amendments including the quotation aspects if required. In all cases it includes coordinating all aspects of installation with both head office and the Plan Sponsor,



negotiating dates and resolution within established guidelines
Train advisor service teams on Equitable products, processes and systems
Responding to inquiries from policyholders, certificate holders, advisors and head office staff on complex administrative or escalated claim situations
including solid knowledge of group products, risk assessment and pricing methodologies.

- Excellent communication skills, including effective listening and the ability to communicate clearly both verbally and in writing.
- Exceptional presentation and training skills.
- The Client Relationship Specialist needs to understand Equitable products and contracts along with the appropriate provincial health plans, and relevant federal / provincial legislation. The CRS needs to understand risk and needs a working knowledge of every group department and their impact on clients.
- Requires flexibility to travel with a reliable vehicle.
- Solid understanding of Word, Excel, PowerPoint, Outlook, and an ability to learn and apply new system applications.
- Certified Employee Benefit Specialist (GBA) designation an asset

Time Away: Competitive vacation plus one paid volunteer day each year
If you need accommodations or alternative formats at any stage, just reach out to us at View email address on apply.j-vers.com’re happy to help.
AI tools may be used to support administrative and productivity tasks throughout the recruitment process, but we believe that evaluating experience, skills, and talent potential requires meaningful human interaction.
As part of our commitment to maintaining a secure and trusted workplace, candidates selected to move forward in the recruitment process will be required to complete a background screening in accordance with company policy.
Term: Permanent Full-Time

📌 Full Time Client Support Assistant (Ottawa)
🏢 Equitable-C
📍 Ottawa