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People Corporation · 1 month ago

Client Support Specialist

Toronto, ON

Full-time

Hybrid

Entry Level

1+ years exp

People Corporation is a national provider of benefits, retirement, wealth, wellness, and human resource solutions. They are seeking a Client Support Specialist to provide superior customer service and support for the management of retirement businesses, assisting sales and service teams, and contributing to ongoing projects.

ConsultingEmployee BenefitsFinancial ServicesHuman ResourcesInsuranceWealth Management

Growth Opportunities

Responsibilities

Provide exceptional service and support to all internal and external stakeholders including team members, plan sponsors, and plan members

Provide sales support to consultants as it relates to proposals and presentations

Support the client onboarding process including communicating with recordkeeper for documentation, setting up client folders, filing all required documentation and updating Salesforce

Manage the service protocol and follow up with team members to ensure tasks are completed in a timely manner

Co-ordinate and prepare meeting materials for all upcoming client meetings including plan review packages, benchmarking presentations, market reviews, and additional materials as required

Contribute to service/support improvements and ad hoc projects

Support team members with client data management platform updates and reporting

Provide informative and timely responses to all plan sponsor and plan member inquiries

Attend, participate, and take minutes for all team meetings

Assist with the coordination and support of new team members

Attend industry webinars and events to increase business acumen

Work collaboratively using digital tools and responsible for the marketing, branding and translation of content for the sales process, financial wellness, and industry events

Qualification

Customer serviceMicrosoft OfficeCommunication skillsBusiness acumenOrganizational skillsTime managementMarketing knowledgeRPA knowledgeCEBS designationEnglish proficiency

Required

Undergraduate degree in business administration or a related field

Minimum 1 year of relevant experience

Good business and financial acumen

Exceptional communication skills, both written and verbal

Extremely organized and detail-oriented

Strong time management skills with the ability to prioritize and multitask

Excellent customer service skills

Proficient in Microsoft Office programs including Word, PowerPoint, and Excel

A willingness to be adaptive to change, a desire for new challenges in a growth-oriented organization and a passion for the client experience is mandatory!