Customer Success Associate - Toronto, Canada - Peoples Group

Peoples Group

Verified Company

Toronto, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

About us:

Peoples Group is a boutique Financial Institution with offices located in Vancouver, Calgary, Toronto, and Montreal that has been in the Canadian marketplace for over 30 years.

Our mission is to exceed our customers' expectations by providing exceptional customer service backed by extensive product knowledge and experience.

Our culture here at Peoples Group is formed by our values; Strength-Based, Relationship Focused, and Passionate Execution. We believe people don't choose a company to work for, they choose a company to _join_. We also believe that people come first and each day we strive to be willing, trustworthy, and creative.

About You:

Relationship management is your superpower.

You are a whiz at meeting your clients needs while also navigating the needs and relationships of your internal stakeholders.

You are organized, and a fantastic communicator who is comfortable meeting with clients.

You are comfortable in a fast-paced environment where you will where many hats and where you may need to live in an uncomfortable space as you grow and learn.

About you/qualifications

A passion for assisting clients and understanding what they need before they do
Outstanding communication skills, able to explain the story and provide context
Ability to multitask and switch gears between issuing, acquiring & digital enablement
Strong organization and time management skills
Friendly, open nature, with strong interpersonal skills and authenticity
Familiar with Microsoft office suite
Strong administration skills
Tech savvy to learn some of our other platforms
Experience in fin tech/banking/payments would be a plus

About the day-to-day:

Support our team of Customer Success Managers commercial client communications which include regular touch points, advice on internal policies, and escalation resolution
Champion clients needs while maintaining internal relationships with stakeholders
Keep spreadsheets and data bases up to date, obtain all information needed from clients
Sit in on client meetings by phone, web conferencing and in person
Provide weekly updates to Customer Success team on all account activity.
Develop your knowledge of all the products and services we offer and how our client base uses them
Support business objectives of individual clients and provide strategic insight to clients' program

NOTE:
Please accept our utmost appreciation for your interest; however only those applicants under consideration will be contacted. Peoples Group is an Equal Employment Opportunity employer.