Senior Client Relations Specialist – French Bilingual

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

📋 Description

• Act as the primary liaison for field office CEOs, EVCs, office assistants, and field personnel concerning licensing, appointments, commissions, coding, errors and omissions, mywfg.com, systems, and various operational functions.

• Address escalated concerns by leveraging knowledge of business processes, products, and services.

• Offer guidance on compliance obligations, regulatory updates, forms/disclosures, and potential regulatory issues.

• Oversee process queues to guarantee service level agreements are met.

• Engage in testing, implementation, and delivery of project outcomes and initiatives.

• Create, maintain, and revise operational procedures and documentation.

• Handle incoming calls and emails; investigate and analyze account activities, products, and programs across various systems.

• Develop training resources and assist with navigation of WFG tools, platforms, website, mail, and CRM systems.

• Cultivate and sustain relationships with field personnel while managing expectations regarding timelines, service levels, and peak times.

• Take part in conference calls and forums related to marketing programs and business initiatives.

• Identify improvements in service delivery and platform utilization while serving as a subject matter expert on enhancement projects.

⛳️ Requirements

• Bachelor’s degree in a business discipline or equivalent education/experience.

• Five years of relevant experience.

• In-depth knowledge of the financial services sector, including products, services, and operational procedures.

• Proficiency in both French and English, both verbally and in writing.

• Exceptional written and verbal communication abilities.

• Strong customer service orientation.

• Effective problem-solving and decision-making capabilities.

• Capacity to manage multiple responsibilities, including handling high-volume calls and processing tasks.

• Meticulous attention to detail.

• Technical proficiency to train and assist with system navigation.

• Competence in using MS Office applications.

🏝️ Benefits

• Competitive Paid Time Off.

• Ten (10) paid holidays annually.

• Ten (10) sick days each year.

• Be Well Company holistic wellness initiative, featuring Wellness Coaching and Reward Dollars.

• Parental Leave.

• Adoption Assistance.

• Employee Assistance Program.

• College Coach Program.

• Employee Resource Groups.

• Inclusion and Diversity Programs.

• Employee Recognition Program.

• Referral Bonus Programs.

• Peer Recognition Program (BRAVO).