We are seeking a Bilingual (Fr/En) Client Experience Specialist II to provide exceptional client service and support to our advisors and clients. The ideal candidate will have 2 years of experience in an Advisor/Client support role, a post-secondary diploma or degree in business, finance, economics or a related discipline, and excellent communication and organizational skills.
Requirements
- 2 years in an Advisor/Client support role in a Financial Services/Insurance firm
- Post secondary diploma or degree in business, finance, economics or other related discipline
- Completion of or working towards completion of the IFIC, CSC and/or CPH is preferred
- Excellent client service skills are required
- Ability to anticipate client needs and timely follow up is expected
- Organizational skills and time management – Able to multi-task, prioritize and should be comfortable working in a fast-paced environment
- Bilingualism (fluent in French and English) required
- Knowledge of Office365, PowerPoint, Word, Outlook, Excel, and SharePoint
- Intermediate knowledge of Univeris, Plan Plus, iMost, Croesus, NetRep and NBCN is nice to have
Benefits
- Permanent Full Time
- Competitive salary range $50,900 - $76,400 annually
- Variable compensation components of our total compensation (i.e. annual bonus, commission etc)
- Career opportunities for growth and advancement
- Diverse and inclusive workplace with opportunities for career development and well-being
- Access to a range of employee benefits, including a comprehensive benefits package, retirement savings plan, and employee assistance program