The Client Support Specialist will:
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 being 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 Salesforce 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
To be successful as a Client Support Specialist with People Corporation, you will need:
Undergraduate degree in business administration or a related field
Minimum 1 year of relevant experience (marketing experience preferred)
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 have fun with the team, be adaptive to change, a desire for new challenges in a growth-oriented organization and a passion for the client experience is mandatory!
All-star candidates will have:
Experience with Salesforce and Foxit
Knowledge and experience in marketing
RPA, CEBS designation
Strong communication in English.
What’s in it for you:
Learn by working alongside our experts
Extended health care and dental benefits
A retirement savings plan with company contributions
A suite of Health & Wellness offerings
Mental Health programs and support for you and your family
Assistance for the completion of industry designations
Competitive compensation
At People Corporation we are committed to helping businesses succeed. We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions. Our experts and solutions serve over 20,000 clients representing nearly 3 million Canadians. We offer customized solutions designed to fit the unique needs of businesses and their employees, members and stakeholders.
Providing an inclusive, accessible environment, where all employees and clients feel valued, respected and supported is something we’re committed to. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential. If you require an accommodation or an alternative format of any posting please reach out to [email protected]
