Client Care Representative, Individual Wealth

Equitable•Waterloo, ON

1d•Hybrid

About The Position

At Equitable, we believe great things happen when we work together. We’re a Canadian mutual company driven by purpose - putting people first and helping Canadians protect today and prepare for tomorrow. If you’re passionate about making a difference and growing your career in an inclusive and collaborative environment, we’d love to hear from you. Our culture is built on care, passion and curiosity. We put people above all else, strive to be our best and welcome new ideas to deliver positive outcomes. At Equitable, our Client Care Representatives are subject matter experts and can quickly answer questions and resolve different problems for our customers. We provide you with extensive training to ensure that you are equipped with the knowledge to assist and educate our clients with their varying needs, without having to sell them on a solution – that’s right, none of that dreaded upselling! Here at Equitable, we ensure that some of your time is spent away from the phones. This time allows for side projects and other initiatives that can bring tremendous growth to our organization. Join one of the region’s top employers and be part of something that truly makes a difference.

Requirements

Previous experience in a phone-based client care/service role is required
Superior interpersonal skills to manage relationships with internal and external clients
Excellent listening skills to facilitate positive outcomes with inquiries and irate callers
Ability to handle high stress levels in a fast-paced production environment
Excellent verbal and written communication skills

Nice To Haves

Previous experience in an insurance company, or investment knowledge is an asset

Responsibilities

Providing excellent client service to internal and external clients (our clients, advisors, and our regional sales and service offices).
Working closely with other departments and learning about what they do as you work with them to resolve inquiries.
Answering questions and resolving different problems for our customers.
Assisting and educating our clients with their varying needs.
Spending time away from the phones on side projects and other initiatives.