110 Client Assistance jobs in Canada

Job Description

Description

Primary owner of a group of customers driving best practices and innovation to create more value for the business. The goal is to increase customer satisfaction, retention and adoption of key product and service features within a particular market segment. 

• Proactively anticipate customer needs and identify any potential opportunities or issues, lost sales. Create recommendations and facilitate actions accordingly.
• Establish and deepen relationships with customers by understanding their business objectives and providing exemplary support. 
• Communicate frequently with customers on updates, information, concerns, and suggestions. 
• Identify potential upsell, new product, substitution, or replacement opportunities. slow moving products as well as obsolete/excess inventory in an effort to create a value strategy specific to the opportunity.
• Manage deliverables specific to meeting the team’s strategic objectives
• Communicate & coordinate with internal departments (Product Managers/Sales Team).
• Complete forms, applications and/or customer requests.
• Performs other related duties as required or assigned.

• Must be able to read, write and speak English, bilingual in French and English would be preferred
• Dependable; Displays Initiative, Self-Motivated
• Results & Goal Oriented
• Customer growth oriented
• Effective Communication skills – written & verbal, internal & external customers
• Strong Problem analysis and problem-solving skills, innovative
• Professional in all manners.
• High-level attention to detail, high level accuracy; reliable results
• High School diploma (required) 
• One to two years of relevant experience or training in customer service or office experience (required)

Job Description

Description

Primary owner of a group of customers driving best practices and innovation to create more value for the business. The goal is to increase customer satisfaction, retention and adoption of key product and service features within a particular market segment. 

• Proactively anticipate customer needs and identify any potential opportunities or issues, lost sales. Create recommendations and facilitate actions accordingly.
• Establish and deepen relationships with customers by understanding their business objectives and providing exemplary support. 
• Communicate frequently with customers on updates, information, concerns, and suggestions. 
• Identify potential upsell, new product, substitution, or replacement opportunities. slow moving products as well as obsolete/excess inventory in an effort to create a value strategy specific to the opportunity.
• Manage deliverables specific to meeting the team’s strategic objectives
• Communicate & coordinate with internal departments (Product Managers/Sales Team).
• Complete forms, applications and/or customer requests.
• Performs other related duties as required or assigned 

• Must be able to read, write and speak English, bilingual in French and English would be preferred
• Dependable; Displays Initiative, Self-Motivated
• Results & Goal Oriented
• Customer growth oriented
• Effective Communication skills – written & verbal, internal & external customers
• Strong Problem analysis and problem-solving skills, innovative
• Professional in all manners.
• High-level attention to detail, high level accuracy; reliable results
• High School diploma (required) 
• One to two years of relevant experience or training in customer service or office experience (required)

Job Description

Do you like to win? Do you want a career in an industry that is essential and stable? Keep reading!

We are looking for a dynamic and resourceful Customer Relations Representative to help perform a variety of tasks within our Insurance Agency. They will be assisting clients and making a difference, by performing various service-related tasks, to ensure our customers are in the right spot. A successful Customer Relations Representative will need to be flexible, well-organized and eager to learn, as well as work with a winning team to achieve Agency goals and objectives. We are looking for top prospects who will help to ensure clients are receiving the elevated level of service this Agency is known for.

Main Responsibilities

• Assists clients by applying changes, updates, substitutions, etc. to the policy contract; paying attention to details and taking care to meet the client's needs effectively, while advising and educating in order to ensure the client's complete satisfaction and retention.
• Establish customer relationships and follow up with customers, as needed.
• Use a customer-focused, needs-based review process to educate customers about insurance options and ensure clients have access to other team members, for discussions about additional offerings to meet their own unique needs.
• Relying on technical resources and Corporate support to ensure client questions are answered accurately and in a timely manner.

• Appropriate insurance licenses, i.e. OTL, LLQP as required.
• Professionalism, integrity and unwavering attention to detail.
• Ability to multitask.
• Strong communication skills.
• Ability to work in a fast-paced environment.
• Resourceful and responsible team member.
• Strong organizational and prioritization abilities.
• Customer service experience required.
• Second language is a plus.

Flexible work from home options available.

We inspire purpose-filled living that brings joy to the modern home. With a team of more than 8,000 associates spanning 130 store and distribution locations across the U.S. and Canada, we achieve together, drive results and innovate to inspire. Drawn together by a shared passion for our customers and a spirit of fun, we deliver high-quality home furnishings that are expertly designed, responsibly sourced and bring beauty and function to peoples homes. From the day we opened our first store in Chicago in 1962 to the digital innovations that engage millions of customers today, our iconic brand is nearly 60 years in the makingand our story is still unfolding.

Were here for it. We think you should be too. Were looking for a driven professional with an inclusive mindset to join our team as an Assistant Store Leader - Customer Experience & Outreach.

Determined and motivating, Assistant Store Leader - Customer Experience & Outreach empower the sales team to deliver the exceptional customer experience that we're known for. You're a natural leader, engaging and inspiring. You're well connected to the pulse of the sales floor and see the big picture, working to create a consistent image and optimistic mood in the store. As an Assistant Store Leader - Customer Experience & Outreach, you own customer resolution. Always in the customer's corner, you're empowered to make timely decisions to accommodate their needs and address their concerns. A mentor, educator and coach, you develop creative ways to encourage your team to meet sales goals and turn out a top-notch performance every day.

A day in the life as an Assistant Store Leader.

• In collaboration with the Store Leader, manage and delegate workload and ensure execution of plans and strategies across the store and in assigned area.
• Partner with the Store Leader to establish and communicate all critical metrics and expectations within the store, including but not limited to sales, visual, operations, safety, loss prevention, human resources, payroll/scheduling and training.
• Coach, teach, train, recognize and manage all aspects of performance and development for all store associates to encourage professional growth and build a bench of talent.
• Focus on promoting and driving sales as they pertain to, or are driven by, position and acting as the Leader on Duty (LOD).
• Collaborate with Store Leader and other functional Assistant Store Leaders during new season planning and execution
• Analyze results through reporting, translating numbers into actionable behaviors and goals in order to improve KPI results.
• Ensure all customers are provided gracious, quick and efficient service. Set expectations and model excellent service by exhibiting a positive attitude and enthusiasm toward the job and the company to both internal and external customers in all forms of communication.
• Communicate regularly with the management team concerning all aspects of sales, customer feedback/traffic and associate training/performance. Participate in weekly store walk-throughs with the management team and follow-up as required.
• Stay up to date on all store initiatives and communications that are received, sharing with associates when appropriate.

What you'll bring to the table.

• Your sense of personal style with a discerning eye and passion for design and home furnishings
• Strong communication, interpersonal, and problem solving skills
• Strong delegation skills in support of execution and driving results
• Proven ability to build a culture focused on success and teamwork

Wed love to hear from you if you have

• 2+ years customer service or retail leadership experience
• High school diploma/GED or equivalent, Associate degree or equivalent preferred

• Full-Time roles: Open availability to work flexible hours on weekdays, evenings and weekends

Job Description

Benefits:

• Health and Dental Benefits
• Bonus based on performance
• Competitive salary
• Opportunity for advancement

• Proven track record in customer service.
• Self-motivated.
• Ability to relate to customers.
• Strong communication and interpersonal skills.
• Strong work ethic with a total commitment to success each and every day.
• Organized, with the ability to problem solve.
• Ability to work as a team.
• Attention to detail.
• Strong understanding of social media/ technology.

Job Description

As leaders in the service industry, we pride ourselves on our stellar 4.9 rating on Facebook and Google. With decades of expertise providing top-notch service to over 10,000 satisfied customers, Allbrite Glass & Tint specializes in Auto, Home, and Business Glass & Tint solutions and remains committed to being Kitchener-Waterloo, Cambridge, Guelph, and Woodstock Regions' premier service provider.

We are an ambitious company brimming with growth opportunities. With a fleet of service vehicles and a team of dedicated employees, we seek only the "best of the best" who are eager for a long-term career filled with growth and development. Are you highly energetic, motivated, and sporting a "winning mindset"? If so, we want you on our team! As an equal opportunity employer, we proudly consider all applicants without bias based on race, creed, color, sex, national origin, disability, or veteran status. Count on Allbrite Glass for Service You Can Trust!

• We are on the lookout for passionate, professional, Auto Service Advisors who excel at greeting customers and delivering an incredible WOW SERVICE! experience throughout the repair process while adeptly managing and organizing a significant amount of the branch’s administrative tasks.
• We offer training for the right candidates who thrive on working with people and providing exceptional value!

Why should you become part of our team? Check out what's in it for you!

• Numerous opportunities for advancement
• Training, Career Growth & Positive Life Development
• We're here to help you achieve your personal & professional aspirations
• A fantastic working environment
• Paid vacations AND birthdays
• We advocate for your livelihood
• We treat you with respect and like family
• Opportunity to earn more! (Up to $65k per Year)
• Bonuses & prizes available in addition to base pay
• We embody our core values

Requirements

• Be eager to pursue, develop, and engage in ongoing education.
• Adhere to the framework of company policies and procedures.
• Communicate with professionalism and respect towards clients, office personnel, and colleagues.
• Exude an outgoing, professional demeanor, a clean-cut appearance, and a driven and drug-free attitude.
• Actively participate in all mandatory staff meetings and training sessions.
• Contribute to fostering and sustaining a positive company morale and a friendly, professional work atmosphere.
• Strive to work diligently, intelligently, and effectively.
• Exhibit a top-notch service attitude towards customers and possess an exceptional telephone manner.
• Maintain a tidy and presentable appearance at all times.
• Hold a valid driver’s license.
• Professionally manage incoming calls from policyholders, insurance agents, and retail & commercial clients.
• Embrace and be inspired by our Core Values, Brand Promise, and Company Purpose.
• Comply with all training in our Client Service Advisor, Job Dispatch, and Inbound & Outbound Playbooks.

• Skills / Requirements
• Outstanding sales skills.
• Prior experience in customer service.
• Proficiency in Point of Sale Systems and Microsoft Office.
• Understanding of computer and telephone systems.
• Familiarity with auto glass products, installation, and repair processes.
• Knowledge of scripting and claims processing procedures for the designated insurance company.
• Capability to operate computer and telephone systems while seated for long periods.
• Ability to communicate warmly, maintain composure, and build rapport with peers, stores, and customers.
• MUST BE ABLE TO REPORT TO KITCHENER FOR TRAINING

Commitment Agreement

As part of this position, successful candidates will be required to sign a two-year commitment agreement . This ensures the investment we make in your training and development is matched by your commitment to building your career with us.

Benefits

• Exceptional training and development opportunities
• Flexible scheduling options
• Incentive program for sales performance
• Uniform allowance
• Comprehensive Health and Dental Benefits
• Gym Membership Benefit
• Take your birthday off with pay
• Earn up to $65,000 annually
• Submit your application with confidence – apply today!
• We appreciate the interest of all candidates. Only those selected for further consideration will be contacted.

Job Description

Salary:

Client Service Associate Successful Investor Wealth Management Inc.

We are an established wealth management and investment publishing firm with 25+ years experience in subscription marketing and independent portfolio management with assets under management verging on $1 billion and growing.

Successful Investor Wealth Management (SIWM) is actively seeking a client service professional with strong relationship management skills who will provide excellent quality service to high-net-worth clients and contribute to the growth of the organization. Working in concert with the Portfolio Management team the ideal candidate will have a minimum of 3-years experience working as a Client Service Associate or similar role at a wealth management and/or asset management firm.

As theClient Service Associate, you are the first point of contact for all incoming client calls and email inquiries and you maintain the utmost professionalism in each of your interactions. You are a highly motivated and customer-focused individual who is responsible for assisting customers with their account needs through daily interaction while building excellent rapport and relationships with them. You work closely with our Wealth Management team to help the department run smoothly and enhance the overall experience for our clients.

KEY RESPONSIBILITIES:

• Receive all inbound Wealth Management phone calls and service email inquiries from clients and prospects.
• Manage and prioritize client inquiries and requests as they come in; Acknowledge, troubleshoot, and follow up as necessary to provide timely and accurate resolution via phone and email.
• Liaison with the appropriate team members for assistance and escalate as required to quickly resolve client enquiries where they fall outside first line response.
• Engage with clients in a professional manner while actively listening to their concerns.
• Foster strong long-lasting relationships with clients by providing exceptional client support and upholding our customer-first culture.
• Develop expertise and knowledge regarding our wealth management services, software, procedures, and paperwork to ensure optimal client service and assistance.
• Provide first line response to client inquiries and recordkeeping requirements including:
  • New account opening documentation preparation, review, and approval before submitting to custodian.
  • Co-ordinate and lead RRSP/RRIF, LIRA/LIF conversion.
  • Co-ordinate and lead client tax enquiry resolution.
  • Answer general account questions i.e., about TFSAs, RRSPs, RESPs, beneficiaries, NBIN fees, management fees, deposits, and withdrawals, etc.
  • Process personal information updates/changes.
  • Assist with on-line web access - password setup and reset, download statements and missing tax slips for clients.
  • Provide account balances.
  • Initiate the process to execute account cash calls, EFTs, contributions, withdrawals, deposit requests and beneficiary changes on registered accounts.
    

• Act as the back-up Estate Associate.
• Record/update customer information within our CRM database.
• Assist with client onboarding for new and existing clients.
• Assist and provide administrative support to the Wealth Management and Sales team members for additional client care, reporting, marketing efforts and special projects as required.
• Coordinate client meetings and prepare client portfolio review packages and presentation material.
• Coordinate and process various mailouts to clients including quarterly invoicing, client letters, pooled fund statements & holiday/birthday greeting cards.
• Handle all administrative tasks in the wealth management department and other admin work as required.

REQUIREMENTS (Qualifications, Experience & Skills):

• Bachelors degree in business or related field.
• 3+ years customer service experience.
• Previous office administration experience.
• Previous Wealth Management/Financial Services/Brokerage experience.
• Solid Knowledge of investment industry and best practices.
• Strong command of the English language, both verbal and written
• Proficiency in Microsoft Word & Excel.
• Completion of CSC (Canadian Securities Course) is considered an asset, but not required.
• Customer focused and service driven.
• Pleasant telephone manner with exceptional conversation skills.
• Excellent communication skills with the ability to interface and articulate well with all employees and clients in a highly professional, timely and friendly manner.
• Ability to work well with others and take direction as necessary.
• Strong attention to detail and accuracy.
• Ability to solve, prioritize and manage multiple client inquiries and department tasks simultaneously.
• Punctual and dependable.
• High energy, organized, and resourceful.
• Ability to self-manage, show initiative and be proactive.
• Strong task ownership and follow through.

Located near Yonge St. and Sheppard Ave. in North York, Toronto. We are seeking a dynamic and adaptable team member who can thrive in a hybrid work environment, combining the best of both remote and in-office work to achieve our goals.

Pre-employment work references, credit and criminal background checks are required.

Successful Investor Wealth Management Inc. welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

Job Description

We are in need of a Client Service Representative who is passionate about working in a dynamic team-oriented setting as part of a diverse, future-focused organization. Our corporate office is located in the Richmond area and we are taking charge of the launch of our telecommunications client’s newest products and technology. Our Client Service Representative is on the front lines of working with customers, establishing and maintaining relationships, and bolstering our clients' acquisition and retainment rates.

This candidate to join our team would be dedicated to advancing our values, compassionate with people, and exceptional at delivering results for our renowned clientele.

Responsibilities of our Client Service Representative:

• Communicate and directly assist customers to complete the sales process with qualifying customers after presenting all relevant information on product offerings
• Manage and assist the full sales cycle and on-boarding of new customer accounts
• Provide necessary information on the newly released products
• Understand and learn our products inside and out to be able to answer any questions regarding the Home technology and the sales process
• Report daily and weekly sales metrics for each client with the rest of the Sales and Client Services team for easy forecasting and projections
• Acknowledge specific and individualized customer needs throughout the sales process and resolve all inquiries
• Work with other Client Service Representatives and the sales support team to ensure the success of product rollout and customer satisfaction
• Ensure ultimate customer satisfaction in products/services and provide a professional and complementary client service experience

Requirements of our Client Service Representative:

• A High school diploma or equivalent is required
• Experience in customer account management, sales, hospitality, or retail-like fields is preferred
• Confidence that is utilized reassuringly while explaining product features and benefits
• Self-motivated, with the ability to complete tasks effectively with minimal supervision
• A passionate individual with the dedication to solving customer problems and fulfilling their needs
• High level of professionalism and exceptional communication skills