Client Experience Agent - Investments and Retirement

Assumption Mutual Life Insurance Company; City of Moncton; On-site; CAD 42,000 - 54,000; Full time

Benefits offered by this job

Training and development opportunities

Competitive salary + bonus

Pension and benefits package

Downtown Moncton location

Volunteer day

Family/pet care leave

Job summary

Assumption Mutual Life Insurance Company is seeking a Client Experience Agent to deliver a human-centered, thorough, and efficient experience to clients, employers, plan members, and brokers in the Investments and Retirement sector.

You will respond to inquiries, ensure high-quality follow-ups, and support case processing with professionalism, empathy, and attention to detail in a collaborative, client-focused environment.

Qualifications

• Bilingual (French & English) communication is essential.
• Experience in customer service or handling inquiries and priorities.
• Strong organization and attention to detail for client-focused service.
• Proficient with Outlook, Word, Excel; fast learner of new tools.
• Solution-oriented mindset with analytical skills.
• Knowledge of investments/savings/retirement is a plus.

Responsibilities

• Respond to inquiries from clients, plan members, employers, and brokers by phone, email, or written correspondence with professionalism and efficiency.
• Manage case follow-ups, provide required information and documentation, and deliver clear, personalized support.
• Perform administrative tasks related to client files, including opening new accounts and updating information.
• Process transactions and administrative activities within systems while following procedures and standards.
• Contribute to improving tools, documentation, and processes for an exceptional client experience.
• Participate in periodic and year-end communications and documentation for clients and plan members.

Skills

Bilingual French/English

Customer service

Organizational skills

MS Office proficiency

Analytical skills

Investments/retirement knowledge

Tools

Outlook

Word

Excel

Job description

Do you enjoy providing attentive service, finding solutions, and supporting people with professionalism?

Join our team as a Client Experience Agent and help deliver a human-centered, thorough, and efficient experience to our clients, employers, plan members, and brokers within the Investments and Retirement sector.

In this role, you will be at the heart of the client experience, responding to inquiries, ensuring high-quality follow-ups, and supporting case processing with professionalism, empathy, and attention to detail. You will thrive in a collaborative environment where your customer-focused mindset, ability to learn, and commitment to accuracy will make a meaningful impact.

Qualifications

• Excellent communication skills in both French and English, with strong verbal and written abilities.
• Relevant experience in customer service, administrative support, or a role involving the management of inquiries, follow-ups, and competing priorities.
• Strong organizational skills, attention to detail, and a commitment to delivering professional and client-focused service.
• Proficiency with computer applications and the Microsoft Office Suite, particularly Outlook, Word, and Excel, along with the ability to quickly learn new systems and tools.
• A solution-oriented mindset, strong analytical skills, and a desire to thrive in a dynamic and collaborative environment.
• Knowledge of or experience in the investments, savings, or retirement industry is considered an asset.

Responsibilities

• Respond to inquiries from clients, plan members, employers, and brokers by phone, email, or written correspondence with professionalism and efficiency.
• Manage case follow-ups, provide required information and documentation, and deliver clear, personalized, and thorough support.
• Perform a variety of administrative tasks related to client files, including opening new accounts, updating information, and preparing documentation.
• Process authorized transactions and administrative activities within established systems while ensuring compliance with procedures and service standards.
• Contribute to the continuous improvement of tools, documentation, and processes to support an exceptional client experience.
• Participate in periodic and year-end activities, including the preparation and distribution of communications and documentation to clients and plan members.

Additional Information

• The chance to be part of a dynamic, high-performing team that adheres to the following ethical values: leadership, collaboration, trust and commitment;
• Training and development opportunities;
• A comprehensive benefits package including a competitive salary, bonus, pension and benefits;
• A dynamic location in downtown Moncton;
• A paid volunteer day;
• Time off to care for family members and pets.