Client Relations Specialist
Current* Invoice Creation and Payment Management: Create and send accurate invoices, making sure all details (pricing, services, taxes) are correct. Record payments and update invoice statuses. Follow up on overdue invoices, send reminders, and help clients with any payment issues.Customer Service and Client Support: Provide great service to advisors and clients by answering questions and solving problems. Work with different teams, like sales and onboarding, to make sure everything runs smoothly for pension administration.* CRM Implementation and Process Improvement: Help with the setup of CRM software to improve company processes and efficiency. Work with other teams to ensure everything is connected and runs well.* Sales and Client Relationship Support: Help the sales team and advisors take care of current clients, follow up on pending tasks, and help find new business opportunities. Review outstanding sales regularly and escalate any issues as needed.* Compliance and Plan Registration: Work with the compliance and actuarial teams to make sure all regulations are followed. Help register and approve pension plans with the CRA by keeping the right paperwork in order.* Database Management: Keep the Client Management Database updated by uploading client information and ensuring all records are accurate for plan registration.