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Client Account Specialist Jobs

Account Specialist Jobs
By Lifetouch At Ontario, Canada
Proven computer skills, ability to learn new systems and integrate information. Microsoft Office, Excel and Salesforce experience is a plus.
Manage Account Touch Points using Salesforce and other internal tools, including phone and email interactions.
Strong customer service and problem-solving skills
Excellent verbal, written and interpersonal skills.
Organize information by maintaining databases, calendars and filing systems.
Effectively communicate with your partners regarding completion of jobs.
Client Account Manager Jobs
By Metrolinx At Ontario, Canada
Effective leadership, business savvy and inter-personal skills; excellent time management skills
Stakeholder and vendor management experience to develop and maintain relationships with internal and external stakeholders, and monitor contract adherence
Plan and manage the development and review of comprehensive business strategies, problem-solving and issues management for the assigned portfolio.
Completion of a degree in a relevant field of study or education and experience deemed equivalent.
Expert customer service knowledge and experience, preferably related to business operations and service delivery best practices.
Develop documentation that clearly articulates business needs translated into tangible business outcomes and monitor deliverables to ensure they meet client requirements
Account Specialist Jobs
By Motion At Québec, Quebec, Canada
Understands complex requirements from customers for preparation of customized quoting.
Delivers effective sales presentations and ensures technical requirements are met.
Ensures technical requirements for the customer are met.
Knowledge of industrial products: power transmission, hydraulic, pneumatic, and industrial products.
Excellent written and verbal communication skills.
Ability to multitask and manage time well.
Client Account Manager Jobs
By Chartright Air Group At Toronto, Ontario, Canada
Solid time management and organizational skills
Cultivate aircraft owner relationships and manage their portfolios, inquiries and service requirements including flight plans and aircraft costing
Participate in other related projects or initiatives as requested by the Manager
Experience using scheduling software such as Avianis, Foss and BART
Exceptional customer-service focus, solutions-orientation and relationship skills
Strong oral and written communication skills
Client Account Manager Jobs
By Groupe 3DM At Pointe-Claire, Quebec, Canada
Minimum of 2+ years of experience in customer service and/or as an Account Manager
Manage clients’ accounts and oversee the daily clients’ activities and requests.
Prepare account reports as requested by clients or managers.
Effective communication and organizational skills
Analytical, processing, and reporting skills
Responsibilities and duties include, but are not limited to:
Account Specialist Jobs
By Scandinavian Building Services At Edmonton, Alberta, Canada
Minimum 5 years management experience
Benefits: We offer a comprehensive medical and dental plan as well as personal days off.
Experience delivering client-focused solutions to customer needs, with a demonstrated ability to communicate and connect
Intermediate computer skills including Outlook, Word, and Excel, ability to create and edit reports as required
Excellent critical thinking and problem-solving skills
Strong delegation skills with the ability to motivate and resolve employee issues
Advanced Account Specialist Jobs
By TELUS At Toronto, Ontario, Canada
Post-secondary sales or business education and/or equivalent sales experience, minimum 3 years outbound sales experience
Competitive pay, benefits, and perks with uncapped earning potential, and generous company contributions to TELUS Shares and pension plan
C-level communication skills and strong ability to influence decision makers and stakeholders
Advanced technology knowledge and business acumen
Experience and confidence with virtual sales, specifically utilizing live meeting tools
Passionate about creating best-in-class customer experiences and a proven track record of cultivating and fostering relationships
Operations Analyst - Client Account Management
By Bank of America At Toronto, Ontario, Canada
Knowledge of the banks Treasury products and understanding of payment processing and investigation experience an asset
Other administrative duties, as assigned including month end reporting requirements and daily queries to support department and preparation of reports
Working knowledge of AS400, GBS and On-line support an asset
Proficiency with Microsoft Office applications and computer skills
Excellent communication, organizational and problem solving skills
Experience in financial services preferred but not required
Account Specialist Jobs
By Hootsuite At Vancouver, British Columbia, Canada
Develop rapport with customers by proactively providing insightful market information and solutions that showcase maximum benefits from Hootsuite products.
Manage, track, and report sales activities and results using SFDC, Sales Navigator, 6Sense.
Entry level sales experience, preferably as an Account Executive or Customer Success Associate.
Experience in creating sales strategies inclusive of 3rd party solutions.
Strong communication and presentation skills (phone, video, email).
Contribute towards driving renewals and ARR growth by focusing on long standing customer engagement and educating customers on Hootsuite’s value proposition.
Account Specialist Jobs
By VGW At Toronto, Ontario, Canada
Customer service experience of 3+ years or experience supporting an Account Manager at a coordinator level.
Strategic with time management, able to distinguish between what is important and what is urgent.
Identify & act on opportunities to sustainably retain customers, or pass high quality players to Account Managers, positively impacting Chumba’s revenue.
Educate new players about Chumba in a way that will enhance their experience with us.
Experience interacting with customers online, ideally via Salesforce or Zendesk.
Teamwork and collaboration. Adheres to the team’s expectations and guidelines; fulfils team responsibilities; demonstrates personal commitment to the team.
Account Specialist Jobs
By Scandinavian Building Services At Greater Toronto Area, Canada
Minimum 5 years management experience
Benefits: We offer a comprehensive medical and dental plan as well as personal days off.
Experience delivering client-focused solutions to customer needs, with a demonstrated ability to communicate and connect
Intermediate computer skills including Outlook, Word, and Excel, ability to create and edit reports as required
Excellent critical thinking and problem-solving skills
Strong delegation skills with the ability to motivate and resolve employee issues
Specialist, Account Balancing Jobs
By Bench Accounting At Vancouver, British Columbia, Canada
In addition, we offer an extended benefits package that includes paid vacation, paid flex days, and full health, dental, and vision.
Strong organizational skills along with basic Excel and MacOS proficiency.
Excellent written and verbal communication skills to be able to collaborate effectively with your colleagues.
Have some past bookkeeping experience
Documentation, data collection and data review.
Investigation and correction of account imbalances.
Account Specialist Jobs
By Scandinavian Building Services At Kitchener, Ontario, Canada
Minimum 5 years management experience
Benefits: We offer a comprehensive medical and dental plan as well as personal days off.
Experience delivering client-focused solutions to customer needs, with a demonstrated ability to communicate and connect
Intermediate computer skills including Outlook, Word, and Excel, ability to create and edit reports as required
Excellent critical thinking and problem-solving skills
Strong delegation skills with the ability to motivate and resolve employee issues
Specialist, Client Management Jobs
By S&P Global At Ontario, Canada
Required to handle multitasking, issue resolution, escalation management, and have intermediate level knowledge around Microsoft Windows and Server.
Coordinate and interact with cloud engineers, DBAs, Technical Support, Client Management, Service Leads, and Senior Management.
3+ years client management with clear and professional communication.
3+ years exposure to relational database architecture, Microsoft SQL, and intermediate knowledge with writing SQL statements, and complex queries/joins.
Amazon Web Service exposure is desired and a baseline understanding of functionality and terminology is desired.
What’s in it for you:
Client Relationiship Specialist Jobs
By ATB Financial At Westerose, Alberta, Canada
Transform the client experience by introducing our clients to experts and educating them on our digital tools and resources
Take responsibility for personal development plan; schedule meetings you're your manager to discuss development plan
Client service and/or sales experience is required
Knowledge of personal lending services and products is desired
Preference will be given to applicants with previous banking experience
Client Excellence - Delivers an exceptional client experience at all times.
Account Specialist Jobs
By Scandinavian Building Services At Greater Sudbury, Ontario, Canada
Minimum 5 years management experience
Benefits: We offer a comprehensive medical and dental plan as well as personal days off.
Experience delivering client-focused solutions to customer needs, with a demonstrated ability to communicate and connect
Intermediate computer skills including Outlook, Word, and Excel, ability to create and edit reports as required
Excellent critical thinking and problem-solving skills
Strong delegation skills with the ability to motivate and resolve employee issues
Client Project Specialist Jobs
By NRI Distribution At Surrey, British Columbia, Canada
Project Management Certified (PMC) is an asset
Liaises with Transportation team to ensure client preferences established and set within NRI’s warehouse management system.
Excellent technical capabilities with proficiency to learn internal and external software systems
Excellent communication and interpersonal skills
Experience in continuous improvement tools/methodologies to drive customer fulfillment, quality, efficiency and safety
3+ years of client/customer services experience in a warehouse or logistics environment
Client Project Specialist Jobs
By NRI Distribution At Brampton, Ontario, Canada
Project Management Certified (PMC) is an asset
Liaises with Transportation team to ensure client preferences established and set within NRI’s warehouse management system.
Excellent technical capabilities with proficiency to learn internal and external software systems
Excellent communication and interpersonal skills
Experience in continuous improvement tools/methodologies to drive customer fulfillment, quality, efficiency and safety
3+ years of client/customer services experience in a warehouse or logistics environment
Client Project Specialist Jobs
By NRI Distribution At Montreal, Quebec, Canada
Project Management Certified (PMC) is an asset
Liaises with Transportation team to ensure client preferences established and set within NRI’s warehouse management system.
Excellent technical capabilities with proficiency to learn internal and external software systems
Excellent communication and interpersonal skills
Experience in continuous improvement tools/methodologies to drive customer fulfillment, quality, efficiency and safety
3+ years of client/customer services experience in a warehouse or logistics environment
Client Project Specialist Jobs
By NRI Distribution At Kamloops, British Columbia, Canada
Project Management Certified (PMC) is an asset
Liaises with Transportation team to ensure client preferences established and set within NRI’s warehouse management system.
Excellent technical capabilities with proficiency to learn internal and external software systems
Excellent communication and interpersonal skills
Experience in continuous improvement tools/methodologies to drive customer fulfillment, quality, efficiency and safety
3+ years of client/customer services experience in a warehouse or logistics environment

Are you looking for a challenging and rewarding role in client account management? We are looking for a Client Account Specialist to join our team and help us provide exceptional customer service to our clients. You will be responsible for managing client accounts, resolving customer inquiries, and ensuring customer satisfaction. If you are an organized and detail-oriented individual with excellent communication skills, this could be the perfect job for you!

Overview:

A Client Account Specialist is responsible for managing client accounts and providing customer service to clients. They are responsible for ensuring that client accounts are up to date and accurate, as well as providing support to clients in the form of answering questions, resolving issues, and providing advice.

How To Become an Client Account Specialist:

To become a Client Account Specialist, you will need to have a high school diploma or equivalent. You may also need to have some experience in customer service or account management. Additionally, you should have strong communication and organizational skills, as well as the ability to work independently and as part of a team.

Client Account Specialist Skills:

• Excellent customer service skills
• Strong communication and interpersonal skills
• Ability to work independently and as part of a team
• Knowledge of account management and customer service processes
• Proficiency in Microsoft Office Suite
• Ability to multitask and prioritize tasks
• Attention to detail
• Problem-solving skills

What is Client Account Specialist Knowledge?

• Knowledge of customer service principles and practices
• Knowledge of account management processes and procedures
• Knowledge of customer relationship management (CRM) systems
• Knowledge of data entry and record keeping
• Knowledge of financial and accounting principles

What is Client Account Specialist Responsibilities?

• Manage client accounts and provide customer service to clients
• Ensure client accounts are up to date and accurate
• Answer client questions and resolve issues
• Provide advice and guidance to clients
• Process payments and invoices
• Monitor client accounts for any changes or discrepancies
• Maintain accurate records of client accounts
• Generate reports and analyze data

What is Client Account Specialist Experience?

• Previous experience in customer service or account management
• Experience with customer relationship management (CRM) systems
• Experience with data entry and record keeping
• Experience with financial and accounting principles

What is Client Account Specialist Qualifications?

• High school diploma or equivalent
• Bachelor’s degree in business, finance, or a related field (preferred)
• Professional certification in customer service or account management (preferred)

Client Account Specialist Education:

• High school diploma or equivalent
• Bachelor’s degree in business, finance, or a related field (preferred)
• Professional certification in customer service or account management (preferred)

Tools to Help Client Account Specialist Work Better:

• Customer Relationship Management (CRM) software: This software helps Client Account Specialists manage customer accounts and track customer interactions.
• Accounting software: This software helps Client Account Specialists track and manage financial transactions.
• Data analysis software: This software helps Client Account Specialists analyze customer data and generate reports.
• Project management software: This software helps Client Account Specialists manage projects and tasks.

Good Tips to Help Client Account Specialists Do More Effectively:

• Stay organized: Keep track of customer accounts and transactions to ensure accuracy.
• Listen to customers: Listen to customers to understand their needs and provide the best possible service.
• Stay up to date: Stay up to date on industry trends and changes to ensure you are providing the best service.
• Be proactive: Anticipate customer needs and take proactive steps to address them.
• Communicate clearly: Communicate clearly and effectively with customers to ensure they understand your services.

Common Client Account Specialist Interview Questions:

• What experience do you have in customer service and account management?
• How do you handle customer complaints?
• What strategies do you use to ensure accuracy in customer accounts?
• How do you stay up to date on industry trends and changes?
• What techniques do you use to ensure customer satisfaction?