Canada Life
Client Experience Specialist (Penticton)
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...