Customer Success Representative – Contract

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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

• Delivers exceptional customer experience to Embark customers and prospects. • Identifies customer needs and provides best solution or guidance in the best interests of customers. • Be a subject matter expertise for RESP and assist customer requests for RESP related services over the phone, e-mail and online chat, including contributions, payments and general account related inquiries. • Offer and guide customer to leverage digital and self serve options, seek out opportunities to meet with licensed specialists in other departments (e.g. refer new customers to Sales teams) and create easy & smooth experiences. • Takes ownership of challenges as they arise, identifying gaps and opportunities to keep customers on track. • Looks for ways to enhance or improve overall customer experience. • Organizes customer related information to ensure accuracy, completeness, and confidentiality. • Acts as both a team player and a leader: someone who can back up teammates and fill in for absences as needed and take the lead on important projects. • Broader accountabilities may be assigned as needed. • Supports customers who contact us through our centre, Monday to Thursday, 9 a.m. to 8 p.m. and Friday 9 a.m. to 6 p.m. (Eastern Time). Work schedule may differ from week to week in terms of days worked, hours, and shifts.

🎯 Requirements

• One year of experience providing excellent customer service and/or working in a customer support department • Superior written and verbal communication skills, with a proven ability to express yourself clearly and give your full attention to customer needs over the phone. • Well-organized and detail-oriented, with the solid record-keeping skills needed to work with our customer tracking systems. • Excellent organizational and time management skills and thrive on multi-tasking in a fast-paced environment. • Strong analytical and problem-solving skills • Proficient with Microsoft Office 365 • Being flexible to meet the needs of the Customer Success Centre.

🏖️ Benefits

• Flexible work arrangements