Advisory agent, Member and Client Experience
On-site · Canada
Core
Support members and clients by providing financial solutions, guiding them on technological tools for transactions, and directing them to appropriate assistance channels.
Role type
Member and client service agent
Builds
Customer service interactions and financial solution referrals
Domain
Financial services
Deliverable
client delivery
Required skills
Customer service, financial product knowledge, tool guidance, needs assessment, collaboration
Preferred skills
None stated
Technologies
None stated
Responsibilities
Support members and clients with existing applications and technological tools; welcome customers and ascertain needs to direct them to assistance; collaborate with personal finance advisors to improve service.
Seniority
Entry-level (training provided regardless of experience)