About this role
Role Overview
- Provide service excellence to plan sponsors, members, advisors, and team members
- Review incoming Client requests to ensure all required information is included
- Process Client requests, such as plan member information updates
- Follow process notes, Client service agreements, and quality guidelines to ensure accurate Client processes
- Identify ways to improve teamwork in supporting Clients and business partners
- Participate actively in team huddles and communicate proactively with leaders
Requirements
- 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 to communicate with English and French-speaking colleagues or internal partners across Canada or worldwide
Benefits
- 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
- Support for career development