Company: PFSL Investments Canada Ltd

Location: Toronto, ON

Expected salary:

Job date: Thu, 05 Dec 2024 03:58:34 GMT

Job description: At PFSL Investments Canada, we are committed to providing our clients with comprehensive investment solutions that help them achieve financial security and peace of mind. We prioritize client satisfaction and long-term relationships, and we are looking for a proactive and dedicated Customer Success Manager (CSM) to join our growing team.If you are passionate about customer success, building strong relationships, and ensuring clients realize the full potential of our services, we’d love to hear from you.Position Overview:As a Customer Success Manager, you will be responsible for ensuring our clients achieve their financial goals and are satisfied with our offerings. You will manage post-sale relationships, facilitate a smooth onboarding process, and proactively support clients in achieving long-term success.Key Responsibilities:

• Client Onboarding & Training: Lead new client onboarding, ensuring they fully understand how to utilize our services to meet their financial goals.
• Relationship Management: Develop and maintain strong relationships with key client stakeholders, serving as their go-to resource for all service-related inquiries.
• Proactive Engagement: Regularly check in with clients to monitor satisfaction levels, resolve concerns, and provide strategic guidance to ensure they are maximizing the value of our services.
• Problem Resolution: Address complex customer issues quickly and professionally, collaborating with internal teams to find effective solutions.
• Product Adoption & Optimization: Help clients optimize their use of PFSL’s investment services by offering best practices and ensuring the best fit for their needs.
• Customer Advocacy: Represent the voice of the customer within PFSL, advocating for their needs and providing feedback to inform product and service improvements.
• Reporting & Metrics: Track and report on key customer success metrics such as client satisfaction, retention, and product usage to drive continuous improvement.

Qualifications:

• Bachelor’s degree in Business, Finance, Communications, or a related field.
• 3+ years of experience in customer success, account management, or client services.
• Excellent verbal and written communication skills, with the ability to build trust and influence at all levels.
• Strong analytical skills with the ability to interpret data and provide actionable insights.
• Proficiency with CRM tools and client management software.
• Strong problem-solving abilities and a proactive approach to customer needs.
• Ability to work both independently and collaboratively in a fast-paced environment.
• Experience in investment services or financial products is a plus.
• Must already be legally authorized to work in Canada.

Why Join Us:

• Impact: Contribute to helping clients achieve their financial goals with a company that is dedicated to delivering excellence.
• Growth: Access continuous professional development and opportunities for career advancement.
• Collaborative Culture: Work in a supportive environment where your ideas are valued, and you’re encouraged to contribute.
• Work-Life Balance: We offer flexibility with remote and hybrid work options.

PFSL Investments Canada is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.To apply please submit your resume and cover letter for consideration. In your cover letter, share why you’re passionate about customer success and how your experience aligns with the responsibilities of this role.Powered by JazzHR