Client Support Specialist at People Corporation

We are seeking a Client Support Specialist to join our Group Retirement Solutions team in Toronto. The Client Support Specialist will be responsible for providing superior customer service and support for the day-to-day management of all new and existing retirement businesses for People Corporation. This role is the foundation for the Group Retirement Solutions team and is key to providing support to the sales and service teams, coordination, and distribution of Financial Wellness, and assisting with ongoing projects which drive revenue and service excellence.

The Client Support Specialist Will

• Provide exceptional service and support to all internal and external stakeholders including team members, plan sponsors, and plan members
• Provide sales support to consultants as it relates to proposals and presentations
• Support the client onboarding process including communicating with recordkeeper for documentation, setting up client folders, filing all required documentation and updating Salesforce
• Manage the service protocol and follow up with team members to ensure tasks are completed in a timely manner
• Co-ordinate and prepare meeting materials for all upcoming client meetings including plan review packages, benchmarking presentations, market reviews, and additional materials as required
• Contribute to service/support improvements and ad hoc projects
• Support team members with client data management platform updates and reporting
• Provide informative and timely responses to all plan sponsor and plan member inquiries
• Attend, participate, and take minutes for all team meetings
• Assist with the coordination and support of new team members
• Attend industry webinars and events to increase business acumen
• Work collaboratively using digital tools and responsible for the marketing, branding and translation of content for the sales process, financial wellness, and industry events
  
  

To be successful as a Client Support Specialist with People Corporation, you will need:

• Undergraduate degree in business administration or a related field
• Minimum 1 year of relevant experience
• Good business and financial acumen
• Exceptional communication skills, both written and verbal
• Extremely organized and detail-oriented
• Strong time management skills with the ability to prioritize and multitask
• Excellent customer service skills
• Proficient in Microsoft Office programs including Word, PowerPoint, and Excel
• A willingness to be adaptive to change, a desire for new challenges in a growth-oriented organization and a passion for the client experience is mandatory!
  
  

All-star Candidates Will Have

• Knowledge and experience in marketing
• RPA, CEBS designation an asset
• Strong verbal and written communication in English
  
  

What’s In It For You

• Have an impact in the communities we serve
• Participate in our contributions towards Truth and Reconciliation
• Learn by working & collaborating alongside our existing team of experts
• Employee benefit and retirement programs are provided
• Competitive compensation
• A fun, flexible and productive work environment
  
  

At People Corporation we are committed to helping businesses succeed. We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions. Our experts and solutions serve over 20,000 clients representing nearly 3 million Canadians. We offer customized solutions designed to fit the unique needs of businesses and their employees, members, and stakeholders.

We are committed to providing an inclusive, accessible environment, where all employees and clients feel valued, respected, and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential. If you require an accommodation or an alternative format of any posting please reach out to [email protected].