Client Care Associate, Remote

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

Job summary

A leading financial services provider is seeking a Client Care Associate to provide support to clients and team representatives. This remote-first position includes responsibilities such as responding to communications, processing registrations, and managing invoice payments. Ideal candidates will have administrative experience and strong communication skills. Join a diverse team and enjoy opportunities for career advancement.

Qualifications

• Equivalent general administrative experience required.
• General Office Administration experience essential in a corporate/professional environment.
• Professionalism and customer-service skills necessary.

Responsibilities

• Provide timely and accurate support to clients and representatives.
• Respond to call centre communications including phone calls and webchat.
• Process course registration including transfers and cancellations.

Skills

General Administrative Experience

Office Administration

Intermediate Microsoft Word

Intermediate Microsoft Excel

Customer-Service Skills

Oral Communication Skills

Interpersonal Skills

Teamwork

Job description

Compensation

Compensation Band : 2

Compensation Range : $48 to $61 CAD per year

Overview

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.

Diversity, Equity and Inclusion

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.

Career Growth

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.

Role and Responsibilities

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 :

• 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.

Qualifications and Skills

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