Customer Engagement Representative

Embark is seeking a dedicated Customer Engagement Representative to strengthen relationships with our existing clients by providing personalized support and guidance. In this role, you will act as a trusted partner, helping families achieve their education savings goals through proactive outreach, plan reviews, and tailored financial solutions that build long-term loyalty and trust.

Key responsibilities

• Strengthen customer relationships by delivering knowledgeable, empathetic, and solutions-oriented service.
• Manage account growth by maximizing government grants, consolidating assets, and identifying new opportunities for existing customers.
• Prevent asset loss through timely outreach and effective customer education regarding their financial plans.
• Maintain detailed records of interactions to support performance tracking and continuous service improvement.
• Collaborate with internal teams to align engagement strategies with company growth priorities.

Requirements

• Postsecondary education in business, finance, or a related field, or an equivalent combination of experience.
• 2–4 years of experience in customer service, engagement, or sales, ideally within the financial services sector.
• Proven ability to build and maintain trusted customer relationships that drive loyalty and account growth.
• Excellent communication and storytelling skills with the ability to convey value clearly and confidently.
• Bilingual proficiency in English and French is required for this position.

What we offer

• The opportunity to work in a performance-driven and customer-focused environment.
• A collaborative team culture that values professional growth and innovation.
• Meaningful work that directly helps families secure their children's educational future.