Job Title: Client Success Specialist

Location: Calgary, AB

Salary: $50,000 - $62,000 per year

Position Overview:

Are you looking to join a dynamic team where your experience in administration can make an impact? Our client, a thriving and growing organization in the Financial Services sector in Calgary, is seeking a detail-orientedClient Success Specialistto join their team on a full-time, permanent basis. The successful Client Success Specialist will play a vital role in client engagement, office organization, and team support, ensuring smooth daily operations and exceptional client service.

Key Responsibilities:

• Acting as the first point of contact for clients and customers, greeting clients upon arrival and answering and directing incoming calls
• Contacting clients to confirm requests, book client meetings, and responding to client inquiries
• Preparing client reports and processing requests efficiently
• Assist with booking semi-annual reviews and other client appointments.
• Handle and coordinate active calendars for the Executive Team
• Manage mail and coordinate deliveries
• Organizing catering for meetings and assist in planning team events
• Create efficiencies for the Executive Team and broader office operations.
• Provide ad hoc support around office as needed

Qualifications:

• 2+ years of administrative experience; wealth management or financial services industry experience preferred.
• Strong interpersonal, customer service and communication skills
• Excellent communication and interpersonal skills
• Strong organizational skills and the ability to multitask
• A proactive attitude with the ability to take initiative
• Team player willing to step in where needed
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook); familiarity with CRM tools (e.g., SalesForce) is a plus.

Compensation:

The role offers a competitive salary in the range of $50,000 - $62,000 per year, depending on experience. Additionally, this role offers 3 weeks vacation + flex days, full health benefits, and a group RSP plan!

If you're a proactive and meticulous Administrative professional ready to take on a key role within an exceptional team, wed love to hear from you! To be immediately considered for this exciting role, apply directly or send your resume to [email protected] today!