Client Experience Specialist (Penticton)
C
Canada Life
📍 penticton, bc, Canada
Job Description
Responsibilities
Respond to client inquiries via telephone, email, video conference and in person Screen and direct calls. Take adequate messages and relay them in a timely manner to appropriate members Answer queries, disseminate or explain information to callers and visitors both internal and external as required Escalate all client matters in a timely manner, as warranted by the situation. Ensure excellence in every interaction to provide a consistent experience for existing clients and prospects Schedule and manage Advisor/Client Appointments and events, participating and documenting key information where required Handle all client requests with the Advisor and/or the team within pre-defined SLA’s Contribute to the collective (team) achievement of pre-defined Retention, Client Happiness & Growth targets for IPC Provide absenteeism coverage for other support staff, as directed from time to time. Ensure accuracy of completed account/trade paperwork, financial plans and all c...
Respond to client inquiries via telephone, email, video conference and in person Screen and direct calls. Take adequate messages and relay them in a timely manner to appropriate members Answer queries, disseminate or explain information to callers and visitors both internal and external as required Escalate all client matters in a timely manner, as warranted by the situation. Ensure excellence in every interaction to provide a consistent experience for existing clients and prospects Schedule and manage Advisor/Client Appointments and events, participating and documenting key information where required Handle all client requests with the Advisor and/or the team within pre-defined SLA’s Contribute to the collective (team) achievement of pre-defined Retention, Client Happiness & Growth targets for IPC Provide absenteeism coverage for other support staff, as directed from time to time. Ensure accuracy of completed account/trade paperwork, financial plans and all c...