Elevate your career as a Client Experience Specialist at Canada Life, where you'll enhance client engagement through exceptional service and support. This role involves managing client inquiries across various communication platforms.
The position requires two years in a financial services support role, focusing on enhancing client relationships while managing Advisor/Client appointments. Your organization and time management skills will be crucial in meeting service level agreements and achieving client happiness and growth targets. You will also support the team by documenting key meeting details and ensuring all client interactions are recorded in the CRM.
Key Responsibilities:
• Respond to client inquiries via multiple channels
• Screen and direct calls, taking and relaying messages
• Schedule and document Advisor/Client appointments
• Escalate client matters as required
• Ensure accurate account paperwork and documentation
Requirements:
• 2 years in an A...