Représentant(e) Service à la clientèle
Core
Provide personalized, professional customer service via phone and email for collective pension plans, helping clients understand needs and navigate financial solutions without a sales mandate.
Role type
Customer service representative (collective pensions)
Builds
Customer support interactions and financial guidance for pension products
Domain
Financial services / Insurance / Wealth management
Deliverable
client delivery
Required skills
Customer service, problem-solving, financial product knowledge, stress management, computer literacy, bilingual communication (English/French)
Preferred skills
Advanced English proficiency, collaboration, adaptability
Responsibilities
Answer client inquiries via phone and email, analyze complex situations to propose tailored solutions, maintain best practices in customer service, collaborate with team members for consistent client experience
Seniority
Entry-level to Junior, 2+ years experience required