Client Experience Specialist

Position: Client Experience Specialist – Hybrid Role
Location: St. Catharines

Make a difference at Canada Life as a Client Experience Specialist in St. Catharines, focusing on delivering superior client service. This full-time position is designed for those passionate about client relations.

As a crucial team member, you will support both advisors and clients by managing inquiries and maintaining efficient communication. Applicants should have at least two years in financial services support roles and a dedication to cultivating positive client experiences. Your administrative skills and attention to detail will ensure the accuracy of all client-facing documents.

Key Responsibilities:

• Address client inquiries through various channels

• Coordinate client and advisor appointments efficiently

• Maintain documentation accuracy for client interactions

• Escalate client matters promptly and effectively

• Provide insights for improving client service strategies

Requirements:

• Minimum 2 years in advisor/client support in financial services

• Relevant diploma or degree in business, finance, or related area

• Demonstrated organizational and time management abilities

• Proficient in Office
365 and familiarity with CRM platforms

• Willingness to earn necessary certifications

Bring your skills in client service and support to Canada Life, ensuring excellence in every client interaction.
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