Wealth Investment Support Specialist providing essential operational support to affluent investment clients. Responsible for relationship management, client record maintenance, and administrative support for the wealth management team.
About the role
- Customer Experience Associate managing inbound client requests for IAS, a digital media quality company. Providing client education, safeguarding data accuracy, and resolving issues with internal teams.
Responsibilities
- Manage all inbound requests from designated accounts with strong support of client needs
- Provide education to clients on IAS products and systems
- Safeguard accuracy of contracts and customer data in Salesforce
- Problem solving and dealing with client and data issues
- Liaising with internal teams to seek answers / understand the issue and working towards resolution
- Role will include support to multi-regions and teams / stakeholders
- Participate in team and/or 1:1 meeting, share updates with clients, management, and stakeholders
- Additional responsibilities and projects assigned, as needed
Requirements
- 4 years of experience managing digital marketing and advertising campaigns and relationships with customers or agencies
- Extensive Salesforce experience
- Excellent client service skills
- Knowledge of order to cash process, analysis and reporting
- Hands-on detail-oriented individual willing to be immersed in all aspects of client and finance functions
- Strong analytical, quantitative, and problem-solving skills
- Excellent oral and written communication skills
- Fluent English and French language skills are essential.
Benefits
- Equal Opportunity Employer
- Diversity and inclusiveness commitment
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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