Key skills
Collaboration
About this role
Role Overview
- Support members and clients by informing them about available applications and digital tools that enable them to complete transactions and manage operations independently
- Welcome members and customers warmly and courteously; quickly identify their needs to direct them to the appropriate person or to alternative distribution channels
- Work in collaboration with personal financial advisors to enhance the service provided to members.
Requirements
- No specific experience or education required — if you’ve always wanted to work in the financial services industry, we encourage you to apply
- Our recruiters will contact you to identify the position that best matches your career goals.
Benefits
- Competitive salary and annual bonus
- Four weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement for health and wellness expenses and telework equipment