Customer Engagement Representative

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 solution-focused service.

• Participate in value-added account management activities to boost the worth 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.

• Execute timely outreach and educational initiatives to mitigate AUM loss.

• Keep comprehensive records of customer interactions and account development for performance monitoring and ongoing enhancement.

• Work with internal teams to synchronize customer engagement with Embark's growth objectives and brand commitments.

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

⛳️ Requirements

• Postsecondary education in business, finance, or a relevant field (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 forge and sustain trusted customer relationships that promote loyalty and growth.

• A customer-centric mindset with a dedication to assisting families in reaching their education savings objectives.

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

• Capability to swiftly evaluate customer accounts, pinpoint opportunities for enhancement, and introduce or drive suitable solutions.

• Goal-driven with a proven track record of meeting or surpassing growth targets.

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

• A collaborative team player who excels in a performance-focused and customer-centric atmosphere.

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

• Bilingual in English and French.

🏝️ Benefits

• Comprehensive health and wellness benefits.

• Opportunities for professional development and career advancement.

• Flexible working arrangements to promote work-life balance.

• A supportive and inclusive workplace culture.