About this role

Provide service excellence to plan sponsors, members, advisors, and team members
Review incoming Client requests to make sure all required information is included
Send emails to Clients to request missing information
Process Client requests, such as plan member information updates
Follow process notes, Client service agreements, and quality guidelines to ensure that Client processes are handled without error
Identify ways that we can improve how we work as a team to support Clients and business partners
Participate actively in team huddles and communicate proactively with leaders and team members when working on requests that require collaboration or senior team member support

Experience in a customer service and multitasking environment
Comfortable using computers, learning new applications, and knowing your way around Excel
Knowledge of financial or investment products (RIF/LIF), an asset
Bilingualism (French, English, both oral and written) is required for Quebec

Pension, stock, and savings programs to help build and enhance your future financial plan
Flexible benefits from the day you join to meet yours and your family needs
Your leader will support you and help you develop within this role and beyond

Senior Client Service Administrator

Key skills