Bilingual Customer Engagement Representative, French

This is a fully remote position, open to applicants in Canada.

📋 Description

• Collaborate with Product and Marketing teams to provide an outstanding customer experience through scheduled appointments, plan reviews, and proactive follow-ups.

• Enhance customer relationships by fostering loyalty and trust through knowledgeable, empathetic, and solutions-focused service.

• Participate in value-added account management activities to boost the value of customers’ RESPs by optimizing grants, consolidating assets including transfers from other financial institutions, identifying and adding new beneficiaries, seeking referrals, and promoting partner offers.

• Address opportunities to prevent AUM loss through timely outreach and customer education initiatives.

• Keep detailed records of customer interactions and account progress to facilitate performance tracking and ongoing improvement.

• Work closely with internal teams to align customer engagement strategies with Embark’s growth objectives and brand commitment.

• Contribute to both individual and team sales targets while ensuring adherence to regulatory and company standards.

⛳️ Requirements

• A postsecondary degree in business, finance, or a related area (or an equivalent combination of education and experience).

• 2–4 years of experience in customer service, customer engagement, or sales, ideally within the financial services sector.

• Familiarity with investment, banking, or RESP products is a plus.

• Demonstrated ability to establish and maintain trusted customer relationships that cultivate loyalty and growth.

• A customer-first mindset paired with a passion for assisting families in achieving their education savings objectives.

• Exceptional communication and storytelling abilities to engage customers, build rapport and trust, and convey value effectively and confidently.

• Capacity to swiftly evaluate customer accounts, recognize opportunities to enhance value, and introduce/drive suitable solutions.

• Goal-oriented with a proven track record of meeting or surpassing accretive targets.

• Detail-oriented and organized, capable of efficiently managing multiple accounts and follow-ups.

• A collaborative team player who excels in a performance-driven and customer-centric environment.

• Proficient in Salesforce, Calendly, Genesys, and Kubaru.

• Bilingual in English and French.

🏝️ Benefits

• Comprehensive health and wellness programs.

• Opportunities for professional development and career advancement.

• A supportive and inclusive work environment.