Customer Engagement Representative

🔥 12 hours ago

🇨🇦 Canada – Remote

💵 CA$23 / hour

⏳ Contract/Temporary

🟢 Junior

🟡 Mid-level

🏆 Customer Success

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Embark Student Corp.

WebsiteLinkedInAll Job Openings

51 - 200 employees

📚 Education

💸 Finance

👥 B2C

Education • Finance • B2C

Embark Student Corp. is a company dedicated to helping families plan and save for their children's post-secondary education. It offers a range of Registered Education Savings Plan (RESP) products and tools, including the Embark Student Plan, which provides tools to track, manage, and grow educational savings. The company also offers additional resources such as a career and school matcher, RESP calculator, and education planning insights to facilitate the educational journey of students. Embark aims to make the path to higher education easier with a variety of financial literacy resources and digital tools. Their offerings include special promotions, such as sign-up bonuses and referral incentives, to encourage education savings.

📋 Description

• 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 to increase the value of customers' RESPs by maximizing grants, consolidating assets including transfers from other financial institutions, identifying and adding new beneficiaries, seeking referrals, and promoting partner offers • Conduct timely outreach and customer education to prevent AUM loss • Maintain detailed records of customer interactions and account progress for performance tracking and continuous improvement • Collaborate with internal teams to align customer engagement with Embark's growth priorities and brand promise • Contribute to individual and team sales goals while ensuring compliance with regulatory and company standards

🎯 Requirements

• 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 • 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