Client Advisor
Client Advisor
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Job Description
Are you looking for a new opportunity tothrive within a dynamic team and achieve your goals. We are looking for a ClientAdvisor who understands the key to succeeding in sales is through buildinggreat client relationships and coming up with solutions that work. The rightcandidate must practice the art of communication in their everyday personallives ability to foster new and old relationships and know the importance ofcontinuous improvement.
What doesLakeview bring to the Table
- Fulltimeemployment.
- Salary & commission.
- Dental care.
- Extendedhealthcare.
- Life insurance.
- RRSP MatchingProgram.
- Vision care.
- Company Swag.
- Team environmentthat is focused on creating an enjoyable workplace for all.
What you will bedoing:
- Answer and respondto all client inquiries for new projects.
- Visit sites withclients and Field Project Manager to ensure customer satisfaction and estimateaccuracy.
- Buildrelationships with new clients utilizing cold calling techniques.
- Be available toattend marketing/promotional events within the sector to maintain relationshipswith current customers and build client base.
- Present quoted/scopeof work provided by Field Project Manager to clients for considerations.
- Maintainrelationships with key clients while handling followups and surveys.
- Once project has been approved provide scope of work to prepurchasing & inventory managerfor takeoff and material ordering.
- Advise ProjectCoordinator of requirement for lift rental and/or special travel requirements.
- Assist ProjectCoordinator and Field Project Manager with service and small projectscheduling.
- Ensure Invoicingis completed and sent to client.
- Make any adjustments for effectivecommunication to team for project alignments.
- Ensure good communication and projectclose out with the client and address any concerns the team may have toeffectively perform the job.
- Advise client of change orders orT&M and additional scope of job that may affect their billing.
- Hand off theproject details to Project Coordinator when clients have agreed to theestimate/proposal for scheduling.
- Other duties asassigned by the Company.
What do you needto succeed
- Postsecondary education in business ormarketing is considered an asset.
- Minimum three years of business to consumersales with proven track record of success.
- Strong relationship building skills.
- Experience with QuickBooks Online isconsidered an asset.
- Experience within the Electrical industry isconsidered an asset but not required.
Our company philosophy is to nevercompromise safety while providing the highest quality of work and minimizingcost and construction duration. Lakeview is looking for motivated individualswho want to be a part of a growing team that completes large commercialprojects from start to finish.
Lakeview is proud to be an Equal OpportunityEmployer as we believe in Powering What Matters and that is our team. Allqualified applicants will receive consideration for employment without regardto race color religion gender gender identity or expression sexualorientation national origin genetics disability age or veteran status. Ourinclusive culture empowers all of us to connect belong and grow. If yourequire accommodation during the application process please reach out directlyto
Required Experience:
Unclear Seniority
Employment Type
Advisor
