Spécialiste, Service client
Core
Provide rigorous, proactive, and efficient client service to collective pension plan sponsors by coordinating administrative requests, follow-ups, and activities related to pension plans.
Role type
Client service specialist (administrative support)
Builds
Administrative documentation, governance reviews, market study analyses, and client communication workflows
Domain
Financial services / Collective pension plans
Required skills
Client service, written and verbal communication, organization, attention to detail, Microsoft Office (Word, Excel, PowerPoint), French (fluent)
Preferred skills
Financial services experience, English communication
Responsibilities
Manage main email inbox and transfer communications; draft, edit, and format documents for advisors; prepare agendas and meeting minutes; maintain databases and client files; respond to client inquiries via email and phone; follow up on requests and resolve issues; prepare quarterly governance review lists and request reports from insurers; analyze market study submissions and prepare final documents for client presentation.
Seniority
Individual Contributor