Job Description
Job Description
:The Client Relationship Centre is responsible for supporting new product sales through the Advisor, Consultant and Direct channels, and for the on-going relationship servicing of an in-force block of business offering a range of retirement and investment products and services. Reporting into the Manager, Client Relationship Centre, this position is also expected to participate in project related activities to support regional sales and service goals.
What will you do?
Use daily phone contact to build relationships, provide product insight, and provide support
Develop strong relationships with the Advisors, Consultants and Clients to build and maintain a high level of satisfaction. Seeking to understand specific needs to appropriately set and exceed expectations
Interact with the Advisors/Consultants/Clients and respond to their requests in a timely and efficient manner
Take ownership, provide...