Location: Remote / Cornwall, ON Type: Part-Time
About the Role: The Client Success Specialist is the backbone of our daily operations. You will be the first point of contact for our clients, ensuring a smooth onboarding process and that their inquiries are handled with care and professionalism.
Key Responsibilities:
- Manage client communications via email, phone, and our internal CRM.
- Schedule consultations and follow-up appointments.
- Assist in preparing financial review documents and organizing client files.
- Support digital marketing and outreach efforts as needed.
Qualifications:
- Exceptional organizational and time-management skills.
- Comfortable using digital tools, CRMs, and office software.
- A friendly, professional demeanor with a passion for helping others.