Client Relationship Representative

Job Description

The Client Relationship Representative will deliver outstanding customer service to both our internal and external customer base. The successful candidate will build excellent relationships and capitalize on customer loyalty by providing customer service. With the use of numerous applications, the candidate will be responsible for researching, analyzing, and taking the initiative for proactively resolving issues and problems.

Salary range: $44000 - $52000 per year.

• Responsible for developing, tracking, and reporting. Along with offering business-building ideas to enable our customers to become more efficient in the way they do business with us.
• Educate our clients about all products and services and industry trends.
• Work closely with other representatives to build, reinforce, and maintain existing clients and relationships.
• You will be responsible for all administrative client service issues. (i.e., commission rebates, problem resolution, rejected trades,).
• Ensure all information requested by the sales representative is forwarded on a timely basis.
• Demonstrating strong multi-tasking skills while still being accessible to our client base by performing the day-to-day operations.
• Highly diligent in understanding customer requirements.

Qualifications

• Post-secondary education strongly preferred
• 6 months to 2 years of financial services experience, an asset
• Positive attitude
• Problem-solving and conflict resolution skills.
• Good communicator and team player.
• Working knowledge of MS Word, Outlook, and web-based technologies.

Additional Information

All your information will be kept confidential according to EEO guidelines.