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Client Specialist Jobs

Client Service Specialist Jobs
By Eagle Bay Financial Services At West Vancouver, British Columbia, Canada
Minimum 3 years work experience in Group Benefits, Group Retirement and/or Individual Insurance/Investment products an asset
Provide administrative, service & organizational support to Servicing Advisors/Account Managers in the department
Support Advisors/Account Managers with group retirement servicing
Have excellent Customer Service and Communications skills (written, verbal)
Advanced level Microsoft Office skills (Excel, Word, PowerPoint, Outlook, Teams)
CRM skills (Salesforce) is considered an asset
Remote Client Service Specialist
By Millennium 1 Solutions At Ottawa, Ontario, Canada
Ability to learn new skills/concepts and apply this knowledge quickly and accurately.
Working knowledge of PCs and strong keyboarding skills (min 25 wpm).
Having ongoing opportunities to GROW your career- we offer barrier-free learning with multiple self-learning tools available.
Comprehensive benefits package (medical, vision, and dental)
Naturally presenting recommended product offers to cardholders to assess interest and eligibility
Excellent communication skills, both verbal and written.
Caregiver And Client/Relations Specialist
By Comfort Keepers At Winnipeg, Manitoba, Canada
Provide support to Business Owner, Client Care Specialist and Office Manager.
Ability to work alongside the Office Manager to ensure all roles are being met.
Experience in an medical background - HCA, Direct Support worker, Medical assistant. Would be considered an asset.
Experience in an Administrative/Office role.
Customer Service experience a must.
Strong phone, email and in-person communication skills.
Client Specialist Jobs
By Payactiv At Greater Toronto Area, Canada
●Project Management experience, including the use of project plans and issue logs is preferred
●Time management and organizational skills
Consumer finance or FinTech product support experience preferred.
●Work in sync with the account management team
Experience with CRM ticketing tools and cloud-based systems is preferred.
Minimum two years of relevant experience
Conseiller.ère Succès Client
By DX - Event Furnishings At Montreal, Quebec, Canada
🤳 On te donne une allocation mensuelle pour ton forfait cellulaire.
Un peu de concret pour comprendre ta mission au quotidien :
Pour vivre et faire vivre une expérience Fun, Fiable, Facile :
🎯 On garde ça simple
🤗 On a du fun à être ensemble
🦎 On s'adapte à notre environnement
Client Engagement Specialist Jobs
By Medcan At Toronto, Ontario, Canada
Client relationship management and 5-star customer service delivery
Experience in achieving sales requirements (Volume based work)
Attend all qualification meetings and sales debriefs
Extended your knowledge of our products to our client base that provide additional services alongside the Annual Health Assessment 9AHA)
Minimum of 1-2 years' experience in an Internal Sales Rep position
Responsible for relationship building to existing book of clients, as well as mushrooming of accounts and outreach to prospective clients
Senior Client Training Specialist (Webinar)
By Top Hat At Canada
Someone with previous project coordination or management experience
A management team focused on performance, growth, engagement and connection
You will build and leverage extensive knowledge of LMS sync integration/LTI and its configurations (mainly Blackboard, Canvas, and D2L)
You will report on attendance and engagement in webinars related to paid offerings and enterprise accounts
Someone with 2+ years of client-focused professional experience
Expertise in the domain of higher education, adult education, and learning design
Client Support Specialist Jobs
By ModernAdvisor At Vancouver, British Columbia, Canada
Positively contribute to the overall client experience;
Add to our knowledge base and coach clients in the usage of self-serve resources;
Respond to client and advisor inquiries, and refer investment-related questions to one of our portfolio managers.
Post-secondary degree in business, marketing, finance or a related field
Experience as a Client Support Specialist or similar role
Background in customer service and the personal finance industry
Client Service Specialist Jobs
By Mark's At Calgary, Alberta, Canada
Minimum 1-year experience in an Office, Retail, or Customer Service Warehouse role
Strong computer skills in MS Excel, Word, and Outlook
Efficient and adaptable with excellent all-round administrative abilities
Good communication skills, both written and verbal
Working closely with the SCS Team following and implementing processes
Create purchase orders and transfers
Client Relations Specialist Jobs
By B&R Industrial Automation At Brossard, Quebec, Canada
Contribute to the development and management of the sales strategy and trajectory of complex customer relationships.
Develop a familiarity with B&R product groups, technical capabilities, customer applications, industry trends, and emerging innovations in the industrial automation market.
Foster a natural curiosity and drive to expand one’s technical, product, and industry knowledge.
· Excellent customer service skills.
· Excellent written and verbal communications skills in French and English.
· Strong organizational skills with the ability to multi-task.
Client Experience Specialist Jobs
By Investment Planning Counsel At Mississauga, Ontario, Canada
Organizational skills and time management – Able to multi-task, prioritize and should be comfortable working in a fast-paced environment.
What are the preferred qualifications for a Client Experience Specialist?
Ensures excellence in every interaction to provide a consistent experience for existing clients and prospects
Schedules and manages Advisor/Client Appointments and events, participating and documenting key information where required
Ad-hoc duties as required, and responsibilities may change from time to time
Communication - Excellent client service skills are required. Ability to anticipate client needs and timely follow up is expected.
Client Services Specialist / Full Time
By Faithful Consulting At Vancouver, British Columbia, Canada
2 years of related work experience
Performs various clerical duties as assigned, such as filing, photocopying, typing, maintaining databases and preparing and extracting information using software systems
Communicates with payroll accounts, sales producers, and various departments to obtain additional information or confirm changes; generates necessary correspondence
Performs other duties as required
High School Diploma or Equivalent
Client Servicing Specialist (Remote / Hybrid)
By Community Trust At Mississauga, Ontario, Canada
Demonstrate effective organizational and time management skills.
Be fluent and knowledgeable with all accounts including cross-selling opportunities.
Collect and provide effective hand-off for all documents required to complete administrative requirements.
Provide support and/or recommendations for process improvements to Managers, as appropriate.
Have proven track record of exceptional customer service capabilities.
Demonstrate strong interpersonal and relationship building skills.
Senior Specialist, Client Service
By BNY Mellon At Toronto, Ontario, Canada
Effective time management and organizational skills
Manage regular client meetings (in person and remotely)
Oversight and communication of issue management and resolution
Seamless interactions and integration with technology and relationship management
Identification of performance errors and management of issue resolution
Bachelors degree or the equivalent combination of education and experience is required.
Client Support Specialist Jobs
By COBRA FIRING SYSTEMS, LLC At Ajax, Ontario, Canada
Document knowledge in the form of knowledge base tech notes and articles
Prior experience with POS and inventory systems, as well as proficient in computer use
Exceptional customer service, communication, and interpersonal skills
Proven working experience in customer service and or technical support
Deep knowledge of the product that you are supporting (training provided)
Medical benefits plan available upon completion of the 3-month probationary period
Client Support Specialist Jobs
By Nucleus Independent Living At Toronto, Ontario, Canada
Experience working with people with physical disabilities, experience/knowledge/understanding of Independent Living or Consumer based care.
Ensure sign-off and submit to Data Entry Clerks for Payroll processing
Knowledge of and abilities in transferring, lifting, bowel and bladder routines and other attendant care duties
Manage change in a constructive and positive fashion
Complete consumer service agreements; maintain list of service agreement due dates and advise data entry staff of completed service agreements
Discuss directly with consumers their scheduling requirements
Client Management Specialist Jobs
By American Income Life: AO At British Columbia, Canada
• Scheduling appointments with clients who request our benefits
• Presenting and explaining insurance products and benefits packages over Zoom video call
After a record-breaking year with over 20% growth, we are seeking candidates forsales and leadership roles!
If you are a hard-working, motivated team player, this may be an opportunity for you!
Our people work from the comfort and safety of their homes, or from anywhere for that matter.
• Voted #24 Happiest Company to Work For
Client Relations Specialist Jobs
By Equitable Life of Canada At Grande Prairie, Alberta, Canada
Excellent organizational and time management skills
Manage installation of new business by working with policyholders, advisors and head office staff
Coordinating and hosting benefit installation meetings with clients and/or advisors either in person or virtual connection.
3+ years of prior experience with group, life and health products is preferred
Group Product knowledge is essential
Knowledge of government plans as they integrate with group plans
Remote Client Onboarding Specialist
By Skytale Digital - Restaurant Marketing At Canada
Great with computers (tech savvy)
Great with phone, Zoom, email, and text communications
Able to work weekdays around 9am-5pm
Full Time 40 hours per week.
Compensation is base + commission.
We are a fast-growing marketing agency for restaurants.
Client Services Specialist Jobs
By Questrade Financial Group At New Brunswick, Canada
What kind of accounts do we offer and their differences? (RRSP / TFSA / Margin)
How to trade stocks, options and mutual funds?
How to transfer accounts from another institution to Questrade?
How to fund accounts and take money out of accounts?
Explain account balances, trading commissions, interest and other charges in the account.
Clients make our business. Client Services Specialists make our business successful.

Are you looking for an exciting new challenge? Join our team as a Client Specialist and help us provide exceptional customer service to our clients! You'll be the face of our company, ensuring our clients have the best experience possible. With your excellent communication skills and attention to detail, you'll be the perfect fit for this role. Apply now and take your career to the next level!

Overview A Client Specialist is a professional who provides customer service and support to clients. They are responsible for responding to customer inquiries, resolving customer issues, and providing assistance with product and service information. They may also be responsible for managing customer accounts, processing orders, and providing technical support. Detailed Job Description A Client Specialist is responsible for providing customer service and support to clients. This includes responding to customer inquiries, resolving customer issues, and providing assistance with product and service information. They may also be responsible for managing customer accounts, processing orders, and providing technical support. They must be able to effectively communicate with customers and provide accurate and timely information. They must also be able to handle customer complaints and provide solutions to customer problems. Job Skills Required
• Excellent customer service and communication skills
• Ability to multi-task and prioritize tasks
• Ability to work independently and as part of a team
• Knowledge of customer service principles and practices
• Knowledge of computer systems and software
• Ability to troubleshoot customer issues
• Ability to work in a fast-paced environment
Job Qualifications
• Bachelor’s degree in a related field
• Previous customer service experience
• Knowledge of customer service principles and practices
• Knowledge of computer systems and software
• Ability to troubleshoot customer issues
• Ability to work in a fast-paced environment
Job Knowledge
• Knowledge of customer service principles and practices
• Knowledge of computer systems and software
• Knowledge of product and service information
• Knowledge of customer account management
• Knowledge of order processing
• Knowledge of technical support
Job Experience
• Previous customer service experience
• Previous experience in a customer service role
• Previous experience in a technical support role
• Previous experience in a customer account management role
Job Responsibilities
• Respond to customer inquiries and provide assistance with product and service information
• Resolve customer issues and provide solutions to customer problems
• Manage customer accounts and process orders
• Provide technical support and troubleshoot customer issues
• Maintain customer records and update customer information
• Monitor customer feedback and provide feedback to management