Bilingual Client Experience Specialist
TechAlliance of Southwestern Ontario, London Economic Development Corporation • london, Canada
Role Description
Become a Bilingual Client Experience Specialist at Canada Life. You'll enhance client satisfaction while supporting advisors, managing communications, and ensuring administrative excellence in a collaborative environment.
This vibrant position requires proficiency in both English and French for Quebec applicants. You will respond to client inquiries, schedule appointments, and help maintain proper documentation accuracy. Your role will contribute to the firm’s objectives of client retention and satisfaction, while also acting to cover for team members as needed.
Key Responsibilities:
• Address client inquiries through various communication methods
• Organize and manage appointments for Advisors and Clients
• Escalate client matters professionally and promptly
• Oversee the accuracy of meeting documentation and account details
• Ensure client data is entered reliably in the CRM
Requirements:
• 2 years of relevant client support experience
• Post-secondary e...
This vibrant position requires proficiency in both English and French for Quebec applicants. You will respond to client inquiries, schedule appointments, and help maintain proper documentation accuracy. Your role will contribute to the firm’s objectives of client retention and satisfaction, while also acting to cover for team members as needed.
Key Responsibilities:
• Address client inquiries through various communication methods
• Organize and manage appointments for Advisors and Clients
• Escalate client matters professionally and promptly
• Oversee the accuracy of meeting documentation and account details
• Ensure client data is entered reliably in the CRM
Requirements:
• 2 years of relevant client support experience
• Post-secondary e...