Job Posting Details

Client Solutions Officer, Credential Financial Inc.

Location:Vancouver - BC, British Columbia
Posting Date:November 22, 2017
Closing Date:until filled
Web Site:www.credential.com
Competition:CSO
Employment Type:Full-time

We’re looking for a Client Solutions Officer to join our Partner & Client Care team.

Credential’s Partner & Client Care team is the voice of our organization, supporting and strengthening relationships with our credit union partners and their clients by delivering outstanding service experiences. This high-energy team is at the center of the action, with their finger on the pulse of everything happening at Credential – across multiple business lines, product offerings, and investment platforms.

A career with Credential means being part of an organization dedicated to your success. It means belonging to a group of talented individuals who live our values – partnership, innovation and community – every day.

Who you are:

  • You’re passionate about providing outstanding client service, and you view every interaction as an opportunity to make a difference
  • You’re adept at anticipating and interpreting client needs, and you provide support that results in exceptional experiences
  • You take initiative, seeking out and owning opportunities to improve yourself, your team, and our business
  • You take pride in finding creative and meaningful solutions to client challenges
  • You’re comfortable in a fast-paced environment, maintaining a keen attention to detail even when under pressure
  • You thrive in a collaborative environment, sharing your knowledge with your colleagues, and celebrating your successes as a team
  • You’re a life-long learner, staying current on market events, industry news, and innovative trends and technologies
  • You believe that all Canadians should have access to sustainable financial strength, and you’re committed to long-term wealth solutions
  • You consider the impact of your actions on your team members, our partners, our clients, and the places where we live and work
  • What your day looks like:

  • You’re on Credential’s front lines, providing client-focused service through multiple communication channels, including phone and email
  • You work with a great team who work closely, collaborate, and support each other
  • You educate internal and external partners with your high degree of knowledge
  • You assist credit union representatives by anticipating their needs, determining solutions, and coaching through appropriate methods
  • You help financial advisors, at our partner credit unions, to service their members by reviewing requests for account adjustments
  • You support everything from a simple password reset on a client’s account, to showing an advisor how to enter trades, and everything in between
  • You solve challenging client questions through high quality service and attention
  • You maintain a working knowledge of Credential’s business lines and products, including mutual funds, securities and insurance platforms
  • You embrace our Lean culture by continuous improvement of our processes and staying up to date on projects and ideas
  • Your experience and skills:

  • 1-2 years’ experience delivering outstanding customer service. Experience in a call center or credit union is an asset but not required
  • Intermediate knowledge with MS Office Suite
  • Excellent verbal and written communication skills
  • Fluency in English is required; French language skills is an advantage
  • Problem solving skills and ability to take initiative
  • Strong attention to detail, organizational and time management skills
  • Available to work as early at 6:00am to correspond to market hours
  • Delivering an exceptional experience for our partners begins with creating a fantastic workplace for our people. We reward innovation, embrace diversity and curiosity, and foster community giving. Our leaders are dedicated to your success, and provide a supportive coaching environment where you can grow your career – and have fun! Our competitive benefits and rewards package helps you lead a full and balanced lifestyle.