Join a dedicated team as a Bilingual Client Experience Agent supporting the Investments and Retirement sectors in Moncton. Deliver professional and caring service to clients and brokers.

In this role, you will play a vital part in ensuring an exceptional client experience through effective communication and detail-oriented case management. Your proficiency in both French and English is essential for managing inquiries and follow-ups while engaging in collaborative improvement of client processes. The combination of a strong customer service background and organizational skills will set you up for success.

Key Responsibilities:
• Efficiently respond to client inquiries through various communication channels
• Provide detailed follow-up support and manage case documentation
• Handle administrative tasks related to client accounts and records
• Process authorized transactions while adhering to guidelines
• Participate in enhancing to...