Spécialiste, Service client
Core
Administrative and client service specialist supporting retirement plan sponsors with document preparation, data analysis, and client request management.
Role type
Administrative Specialist (Client Services)
Builds
Administrative documents, market study reports, governance review packages
Domain
Financial services / Retirement planning
Required skills
Microsoft Office (Word, Excel, PowerPoint), written and verbal communication, document preparation, data entry, multi-tasking, attention to detail
Preferred skills
Financial services industry experience, English language skills
Technologies
Microsoft Office Suite
Responsibilities
Manage main email inbox and route administrative requests; Prepare presentations, market studies, and governance review documents; Respond to client inquiries via email and phone; Maintain client databases and tracking lists; Coordinate with insurance providers for reports and submissions; Assist advisors and consultants with client and broker requests.
Seniority
Individual Contributor