Client Discovery Specialist at InvestMatch
Toronto, ON M5H 4E7, Canada -
Full Time


Start Date

Immediate

Expiry Date

08 Dec, 25

Salary

0.0

Posted On

09 Sep, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Universities, Client Services, Communication Skills, Information Technology, Finance, Communications

Industry

Marketing/Advertising/Sales

Description

JOB OVERVIEW

We are seeking a recent graduate of an Ontario accredited university or college that is highly dedicated and detail-oriented to join our dynamic team as a Client Discovery Specialist. In this role, you will be responsible for generating new client opportunities through lead generation outreach via phone calls and zoom meetings, ensuring customer satisfaction, and supporting the overall success of our client relationships.
The ideal candidate will possess strong communication skills and attributes for customer engagement and relationship management with senior-level executives at North America’s leading organizations.

SKILLS

  • Strong communication skills with the ability to prioritize tasks effectively.
  • Proficient in customer relationship management techniques and tools.
  • Some experience promoting or selling a product or service.
  • Ability to work collaboratively within a team while also being self-motivated.

EDUCATION

  • Candidates must possess a post-secondary degree or diploma from on Ontario accredited institution in a relevant field such as Business Administration, Finance, Marketing, Communications, Information Technology, or a closely related discipline. This role is ideally suited for recent graduates from an Ontario accredited universities or colleges who are eager to launch their careers in client services or business development.

How To Apply:

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Responsibilities
  • Establish rapport with with prospective clients to book appointments with company representatives.
  • Manage multiple tasks simultaneously, ensuring timely delivery and adherence to client expectations.
  • Utilize a database for tracking client interactions, managing accounts, and analyzing customer data.
  • Conduct thorough analysis of client feedback and market trends to inform strategic decisions.
  • Collaborate with marketing teams to align client needs with product offerings and promotional strategies.
  • Provide exceptional customer service by addressing inquiries and resolving issues promptly.
  • Prepare reports on account performance, project status, and client satisfaction metrics.
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