Job Description
About the Role:
We are seeking an enthusiastic and organized Client Experience Specialist to join our team. This role involves direct telephone work with clients on a daily basis, including appointment scheduling, confirmations, and follow-ups. You will provide back-office support to ensure smooth operations and an exceptional client experience.
This is an in-office position, requiring someone with outstanding phone skills, a positive attitude, and a passion for customer service. The ideal candidate is tech-savvy, highly organized, and proficient with Apple computers and Microsoft Office (or Apple equivalent programs).
Key Responsibilities:
- Welcome and greet clients warmly in person and over the phone, creating a friendly and professional experience.
- Schedule and confirm appointments with clients efficiently.
- Provide follow-up support on client inquiries and back-office tasks.
- Maintain organized records and client interactions using technology and office software.
- Assist with other administrative duties as needed to support financial professionals.
Qualifications & Skills:
- Exceptional phone and interpersonal skills with a cheerful and professional demeanour.
- Strong customer service skills and a genuine enthusiasm for helping others.
- Highly organized and detail-oriented with excellent time management.
- Tech-savvy and proficient with Apple computers, Microsoft Office (or Apple equivalent programs).
- Ability to work independently and maintain a high level of confidentiality.
- Previous experience in administrative, customer service, or financial services roles is an asset.
Why Join Us?
- Flexible part-time hours (10–15 per week).
- Positive and supportive work environment.
- Opportunity to work closely with clients and create a meaningful impact.
If you’re a friendly, organized, and tech-savvy professional who thrives in a client-focused role, we’d love to hear from you!
To Apply: Please send your resume and a brief cover letter to b.cressman@live.ca outlining why you’re a great fit for this role.
