Customer Engagement Representative

Offre d’emploi originale

The Customer Engagement Representative is responsible for strengthening customer relationships through proactive outreach, personalized support, and tailored financial solutions. They will manage account growth, maximize government grants, and collaborate with internal teams to achieve sales and service objectives.

Détails du poste

Customer Engagement Representative Application Deadline: 12 September 2026 Department: Customer Engagement Employment Type: Fixed Term Contract Location: Head Office Reporting To: Wioletta Falcone Compensation: CA$23.00 / hour Description Mandate The Customer Engagement Representative plays a key role in strengthening relationships with Embark’s existing customers by providing personalized support that builds loyalty, trust, and long-term value. This role focuses on deepening relationships through meaningful proactive outreach and tailored solutions that help our customers achieve their education savings goals. Customer Engagement Representatives act as trusted partners to our customers supporting them through plan reviews, contribution growth opportunities, and guidance on maximizing government grants and other benefits. This position serves to create a sense of belonging and personalized care while helping Embark retain and grow assets under management and achieve its sales and service objectives. We have one open fixed-term contract position for this role. Challenges to be met Partner with Product and Marketing to deliver an exceptional customer experience through scheduled appointments, plan reviews, and proactive follow-ups. Strengthen customer relationships by building loyalty and trust through knowledgeable, empathetic, and solutions-oriented service. Engage in accretive account management activities, working with existing customers to increase the value of their RESP by maximizing grants, consolidating assets including transfers from other financial institutions, identifying and adding new beneficiaries, seeking referrals and promoting partner offers. Work on opportunities to prevent AUM loss through timely outreach and customer education. Maintain detailed records of customer interactions and account progress to support performance tracking and continuous improvement. Collaborate with internal teams to align customer engagement with Embark’s growth priorities and brand promise. Contribute to achieving individual and team sales goals while ensuring compliance with all regulatory and company standards. Who We Are Looking For You might be a good fit if you have… Education and Experience: Postsecondary education in business, finance, or a related field (or equivalent combination of education and experience). 2–4 years of experience in customer service, customer engagement, or sales, preferably in financial services. Experience working with investment, banking, or RESP products is an asset. Proven ability to build and maintain trusted customer relationships that drive loyalty and growth. Skills & Competencies: Customer-first mindset with a passion for helping families achieve their education savings goals. Excellent communication and storytelling skills with the ability to engage customers, build rapport and trust and convey value clearly and confidently. Ability to quickly assess customer accounts, identify opportunities to increase value and introduce/drive appropriate solutions. Goal-oriented with demonstrated success meeting or exceeding accretive targets. Detail-oriented and organized, with the ability to manage multiple accounts and follow-ups efficiently. Collaborative team player who thrives in a performance-driven and customer-focused environment. Proficiency with Salesforce, Calendly, Genesys and Kubaru. Bilingual in English and French

Ce que vous ferez

The Customer Engagement Representative is responsible for strengthening customer relationships through proactive outreach, personalized support, and tailored financial solutions. They will manage account growth, maximize government grants, and collaborate with internal teams to achieve sales and service objectives.

Exigences

Candidates should have postsecondary education in business or finance and 2–4 years of experience in customer service or sales, preferably within the financial sector. Proficiency in tools like Salesforce and bilingualism in English and French are required.

Compétences indiquées

• Gestion du temps · Souhaitée
• Service à la clientèle · Souhaitée
• Résolution de problèmes · Souhaitée
• Detail-oriented · Souhaitée
• Account Management · Souhaitée
• Vente · Souhaitée
• Communication · Souhaitée
• Salesforce · Souhaitée

Autres compétences pertinentes

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Customer service
• Sales
• Financial services
• Relationship management
• Communication
• Storytelling
• Account management
• Salesforce
• Calendly
• Genesys
• Kubaru
• Bilingual
• Problem solving
• Detail oriented
• Time management
• Asset Consolidation
• Empathy
• Rapport Building
• Solution-Oriented
• Bilingual (French/English)
• Account Management
• Multilingualism
• Corporate Finance
• Management
• Customer Service
• Customer Engagement
• Continuous Improvement Process
• Financial Services
• Marketing
• Investment Banking
• Detail Oriented
• Goal-Oriented

Domaines d’emploi

• Customer Service & Support
• Finance & Accounting
• Sales
• Customer Engagement Representative
• Financial Services Representative
• Technical and Medical Sales Professionals (excluding ICT)
• Securities, Commodities, and Financial Services Sales Agents