704 Fidlisation Client jobs in Canada
Senior Service Associate, Client experience team
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Description
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.
The senior service associate will demonstrate a high level of service excellence setting a strong example for their peers. They will act as the primary information source of the CX team by providing outstanding support to better service our clients. The senior service associate will always maintain professionalism and customer-focused approach in all interactions.
WHAT YOU WILL DO
- Support Client Service Associates by investigating complex, escalated account related inquiries and provide service-focused solutions.
- Identify opportunities to improve the Financial Service Centre’s knowledge base.
- Develop and document procedures resulting from product enhancements, system implementations or new initiatives.
- Assist Client Services and other departments in researching and finding solutions for complex tax, registered plan and estate/trust issues.
- Act as escalation and reference points for CSR’s
- Remain actively involved in the identification, review and development of business policies and practices with a goal to ensure operational efficiency and CSR knowledge development.
- Act as a resource to assist with the Service Centre initiatives and projects or other projects as needed.
- Act as lever and assist with overflow of inbound calls
WHAT YOU WILL BRING
- Minimum of 12 months progressive experience in Financial Service Role having acquired all skill sets
- Exceptional verbal and written communication skills
- Strong analytical and problem-solving skills
- Excellent research skills, including the ability to comprehend and interpret complex situations
- Post-Secondary education.
- Enrollment or completion of the Canadian Securities Course, IFIC Sales Course, CFA, CFP are an asset.
- Strong understanding of Assante’s products, policies and procedures, required to have successfully passed all CS trainings.
- Excellent communication (verbal and written) skills.
- Strong interpersonal skills and ability to collaborate with various teams.
- Ability to effectively liaise with other business units and project teams.
- Outstanding organizational and time management skills.
- Proven ability to effectively problem-solve and make decisions.
- Ability to effectively manage and diffuse high-tension situations comfortably.
- Self-motivated with ability to work proficiently both independently and in a team environment.
- Fluency in French is considered an asset.
CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.
Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.
WHAT WE OFFER
- Modern HQ location within walking distance from Union Station
- Training Reimbursement
- Paid Professional Designations
- Employee Savings Plan (ESP)
- Corporate Discount Program
- Enhanced Group Benefits
- Parental Leave Top–Up Program
- Fitness Membership Discounts
- Paid Volunteer Day
We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.
Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at , or call ext. 4747.
Client Experience Specialist
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Job Description
Salary: $45,000-$60,000
We are looking for a Client Experience Specialist to join our teambring your ambition and shape what comes next.
Be part of something bigger. Build with us today Now. For tomorrow.
At Baker Tilly, we care about the impact you make. Thats why were invested in your growth from day onebecause the steps you take today define your tomorrow.
We are looking for a proactive and people-focusedClient Experience Specialist to join our teama role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here, youll collaborate with a dynamic team of professionals, united by a shared commitment to making a differencefor our clients, our communities, and one another.
Baker Tilly is a leading advisory and accounting firm dedicated to building better futures. With global reach and local roots, we combine the scale of a network with the trust of strong relationships. From audit and tax to consulting and specialist advisory services, we help clients navigate complexity and seize opportunity with clarity.
There is no limit to the growth opportunities at Baker Tilly. We pride ourselves on promoting talent when we see it, and work with each professional to define what success means for them.
Your role:
The Client Experience Specialist is the first and last point of contact for clients, responsible for delivering exceptional service across all communication channels. This role involves responding to inquiries, directing clients appropriately, and ensuring a smooth, supportive experience. The ideal candidate is personable, organized, detail oriented and thrives in a fast paced environment.
Key Responsibilities:
- Creating a welcoming environment for clients and visitors
- Providing exceptional client service in all forms, including in-person, via email or by phone
- Answering and forwarding phone calls and taking messages where required
- Complete tax filings with appropriate tax authorities
- Assembling client documents and packages for all engagement types
- Organizing and filing of client and administration documents electronically in accordance with firm policies
- Providing administrative support to office staff and partners
- Preparing client invoices and accepting client payments
- Managing client communications and incoming and outgoing mail
- Maintaining updated client information across all software platforms
- Other general administrative duties including but not limited to maintaining office supplies, bank runs and mail runs
What you bring to the table:
Qualifications:
- High school diploma or equivalent (required)
- Office Administration Certificate or equivalent (an asset)
- Previous experience in a similar client-facing or administrative role (an asset)
- Strong public relations skills with excellent verbal and written communication
- Tech-savvy and comfortable with office software and systems
- Highly organized with strong time management and multitasking abilities
- Able to work independently and collaboratively, with strong attention to detail
Technical Skills:
- Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
- Comfortable using office equipment (printers, scanners, multi-line phone systems)
- Familiarity with cloud-based tools
- Experience with CRM or database systems (an asset)
- Ability to quickly learn new software and digital tools
Where youll work:Edmonton, AB
The Client Experience Specialist will be expected to work onsite in an office environment. During peak periods, there may be a requirement to work overtime to meet project deadlines and support team needs.
Job type:Permanent
When you join Baker Tilly, you become part of something biggeran ambitious, forward-thinking company that puts people first. Ideas matter, perspectives count, and every contribution builds a stronger future. If youre ready to make an impact, were ready to meet you.
We offer a competitive remuneration package based on experience and qualifications. If you are a qualified candidate, please apply now. While we appreciate all applications, only candidates selected for an interview will be contacted.
Baker Tilly is an equal opportunity employer dedicated to fostering, supporting, and celebrating a diverse workplace. Upon request, we will accommodate accessibility needs throughout the recruitment and selection process and for our staff. Please let us know during the application process.
#PeopleFirst
Préposé service client
Posted today
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- Salaire : Salaire de base de 16,10 $/h + prime
- Horaire : Variable
Tu es une personne accessible & positive ? Tu es la personne que nous recherchons !
Ta journée typique :
- Propage ta bonne humeur avec les clients
- Crée de la vie dans nos promos
- Mets le site à ton image
Nos valeurs :
- Le bien-être de nos coéquipiers
- L’esprit d’équipe & l’entraide
- La satisfaction de notre clientèle
Avec ou sans expérience, le sourire est un essentiel et la formation est fournie !
Porte ton jeans préféré et viens te créer de nouveaux amis.
* L'usage du genre masculin est utilisé sans aucune discrimination, dans le simple but d'alléger le texte. D’ailleurs, Filgo détient une politique interne d’équité, diversité et inclusion (EDI) encouragent chaque personne ayant de l’intérêt pour un poste à soumettre leur candidature.
Préposé service client
Posted today
Job Viewed
Job Description
- Salaire : Salaire de base de 16,10 $/h + prime
- Horaire : Variable
Tu es une personne accessible & positive ? Tu es la personne que nous recherchons !
Ta journée typique :
- Propage ta bonne humeur avec les clients
- Crée de la vie dans nos promos
- Mets le site à ton image
Nos valeurs :
- Le bien-être de nos coéquipiers
- L’esprit d’équipe & l’entraide
- La satisfaction de notre clientèle
Avec ou sans expérience, le sourire est un essentiel et la formation est fournie !
Porte ton jeans préféré et viens te créer de nouveaux amis.
* L'usage du genre masculin est utilisé sans aucune discrimination, dans le simple but d'alléger le texte. D’ailleurs, Filgo détient une politique interne d’équité, diversité et inclusion (EDI) encouragent chaque personne ayant de l’intérêt pour un poste à soumettre leur candidature.
Préposé service client
Posted today
Job Viewed
Job Description
- Salaire : Salaire de base de 16,10 $/h + prime
- Horaire : Variable
Tu es une personne accessible & positive ? Tu es la personne que nous recherchons !
Ta journée typique :
- Propage ta bonne humeur avec les clients
- Crée de la vie dans nos promos
- Mets le site à ton image
Nos valeurs :
- Le bien-être de nos coéquipiers
- L’esprit d’équipe & l’entraide
- La satisfaction de notre clientèle
Avec ou sans expérience, le sourire est un essentiel et la formation est fournie !
Porte ton jeans préféré et viens te créer de nouveaux amis.
* L'usage du genre masculin est utilisé sans aucune discrimination, dans le simple but d'alléger le texte. D’ailleurs, Filgo détient une politique interne d’équité, diversité et inclusion (EDI) encouragent chaque personne ayant de l’intérêt pour un poste à soumettre leur candidature.
Préposé service client
Posted today
Job Viewed
Job Description
- Salaire : Salaire de base de 16,10 $/h + prime
- Horaire : Variable
Tu es une personne accessible & positive ? Tu es la personne que nous recherchons !
Ta journée typique :
- Propage ta bonne humeur avec les clients
- Crée de la vie dans nos promos
- Mets le site à ton image
Nos valeurs :
- Le bien-être de nos coéquipiers
- L’esprit d’équipe & l’entraide
- La satisfaction de notre clientèle
Avec ou sans expérience, le sourire est un essentiel et la formation est fournie !
Porte ton jeans préféré et viens te créer de nouveaux amis.
* L'usage du genre masculin est utilisé sans aucune discrimination, dans le simple but d'alléger le texte. D’ailleurs, Filgo détient une politique interne d’équité, diversité et inclusion (EDI) encouragent chaque personne ayant de l’intérêt pour un poste à soumettre leur candidature.
Préposé service client
Posted today
Job Viewed
Job Description
- Salaire : Salaire de base de 16,10 $/h + prime
- Horaire : Variable
Tu es une personne accessible & positive ? Tu es la personne que nous recherchons !
Ta journée typique :
- Propage ta bonne humeur avec les clients
- Crée de la vie dans nos promos
- Mets le site à ton image
Nos valeurs :
- Le bien-être de nos coéquipiers
- L’esprit d’équipe & l’entraide
- La satisfaction de notre clientèle
Avec ou sans expérience, le sourire est un essentiel et la formation est fournie !
Porte ton jeans préféré et viens te créer de nouveaux amis.
* L'usage du genre masculin est utilisé sans aucune discrimination, dans le simple but d'alléger le texte. D’ailleurs, Filgo détient une politique interne d’équité, diversité et inclusion (EDI) encouragent chaque personne ayant de l’intérêt pour un poste à soumettre leur candidature.
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Préposé service client
Posted today
Job Viewed
Job Description
- Salaire : Salaire de base de 16,10 $/h + prime
- Horaire : Variable
Tu es une personne accessible & positive ? Tu es la personne que nous recherchons !
Ta journée typique :
- Propage ta bonne humeur avec les clients
- Crée de la vie dans nos promos
- Mets le site à ton image
Nos valeurs :
- Le bien-être de nos coéquipiers
- L’esprit d’équipe & l’entraide
- La satisfaction de notre clientèle
Avec ou sans expérience, le sourire est un essentiel et la formation est fournie !
Porte ton jeans préféré et viens te créer de nouveaux amis.
* L'usage du genre masculin est utilisé sans aucune discrimination, dans le simple but d'alléger le texte. D’ailleurs, Filgo détient une politique interne d’équité, diversité et inclusion (EDI) encouragent chaque personne ayant de l’intérêt pour un poste à soumettre leur candidature.
Préposé service client
Posted today
Job Viewed
Job Description
- Salaire : Salaire de base de 16,10 $/h + prime
- Horaire : de nuit
Tu es une personne accessible & positive ? Tu es la personne que nous recherchons !
Ta journée typique :
- Propage ta bonne humeur avec les clients
- Crée de la vie dans nos promos
- Mets le site à ton image
Nos valeurs :
- Le bien-être de nos coéquipiers
- L’esprit d’équipe & l’entraide
- La satisfaction de notre clientèle
Avec ou sans expérience, le sourire est un essentiel et la formation est fournie !
Porte ton jeans préféré et viens te créer de nouveaux amis.
* L'usage du genre masculin est utilisé sans aucune discrimination, dans le simple but d'alléger le texte. D’ailleurs, Filgo détient une politique interne d’équité, diversité et inclusion (EDI) encouragent chaque personne ayant de l’intérêt pour un poste à soumettre leur candidature.
Préposé service client
Posted 1 day ago
Job Viewed
Job Description
- Salaire : Salaire de base de 16,10 $/h + prime
- Horaire : Variable
Tu es une personne accessible & positive ? Tu es la personne que nous recherchons !
Ta journée typique :
- Propage ta bonne humeur avec les clients
- Crée de la vie dans nos promos
- Mets le site à ton image
Nos valeurs :
- Le bien-être de nos coéquipiers
- L’esprit d’équipe & l’entraide
- La satisfaction de notre clientèle
Avec ou sans expérience, le sourire est un essentiel et la formation est fournie !
Porte ton jeans préféré et viens te créer de nouveaux amis.
* L'usage du genre masculin est utilisé sans aucune discrimination, dans le simple but d'alléger le texte. D’ailleurs, Filgo détient une politique interne d’équité, diversité et inclusion (EDI) encouragent chaque personne ayant de l’intérêt pour un poste à soumettre leur candidature.