Client Care Associate, Remote

CWB Group; Hamilton; Remote; CAD 48,000 - 61,000; Full time

Job summary

A financial services organization is looking for a Client Care Associate to provide timely support to clients from a home office. Key responsibilities include responding to client communications, managing course registrations, and processing invoices. Candidates should have strong customer-service skills and proficiency in Microsoft Office. This role supports a remote-first working model.

Qualifications

• Experience in a corporate/professional environment for general office administration.
• Proficiency in Microsoft Word and Excel is required.
• Professionalism and customer-service skills to effectively manage client interactions.

Responsibilities

• Respond to call center communications and interact with clients.
• Handle appointment bookings and course registration processing.
• Process invoice payments and assist with other duties.

Skills

Customer-service skills

Communication skills

Team collaboration

Microsoft Word

Microsoft Excel

Job description

Overview

Compensation Band: 2

Compensation Range: $48 to $61 CAD per year

Your expertise shapes our business

At the CWB Group, we find fulfillment and inspiration knowing that we are performing meaningful and purposeful work. Every day is a new adventure with opportunities to learn from industry leaders and, most importantly, from each other. When you join the CWB Group, you become part of a diverse and inclusive, tight-knit team passionate about making a global impact.

Our commitment to Diversity, Equity and Inclusion (DEI)

The CWB Group believes that diversity and inclusion among our employees is critical to our success, and we seek to recruit, develop and retain the most talented employees from a diverse candidate pool.

Work with us and achieve your career goals

For almost 75 years, our employees have been the backbone of our business, driving our success and extraordinary reputation. We challenge our employees to take charge of their careers and provide growth opportunities, tools and resources to reach their goals.

What to expect :

The Client Care Associate is responsible for the timely and accurate support to clients and CWB group representatives. This position will report to the Director, Client Success Team and will work out of your home office.

This includes :

Responsibilities

• Respond to call centre communications, including phone calls, voicemail, webchat interactions, and info email response / redirection
• Exam appointment bookings
• Course registration processing – includes transfers, cancellations and online course extensions
• Invoice payment processing

Other duties as assigned

CWB has adopted a remote-first working model, where employees will work from their home office, servicing the client within their specified areas either remotely or in person. We are embracing radical flexibility, where employees are encouraged to work a schedule that works best for them, their team, and their clients.

What you bring to the table

• Equivalent general administrative experience
• General Office Administration experience essential in corporate / professional environment
• Intermediate knowledge of Microsoft Word and Excel
• Professionalism and customer-service skills to deal with clients required
• Excellent oral communication and interpersonal skills necessary to interact with a number of individuals
• Ability to work as a team member