Individual Client Services Agent

Reporting to the Coordinator, Client Experience, the agent is responsible for providing quality customer service to Investments and Retirement clients. Primarily, this role serves to provide telephone support and complete administrative tasks that require proper understanding of contracts, financial products and financial transactions.

Responsibilities

Customer Service :

  • Answering calls from customers and the sales force. These requests require the interpretation of contracts and financial products in order to properly explain the fees, the reason for the fees charged on the funds and answer questions related to taxation.

Administrative Tasks:

  • Execute document processing (email and fax) in time to process financial transactions without any delays.
  • Perform change requests for clients and brokers, including changes of beneficiaries, addresses, various modifications, etc.
  • Conduct information searches in client files regarding fees and changes to the file.
  • Upon receipt of investment, prepare the deposit letter and contract for the client. Ensure that the details are accurate.
  • Participate in the validation file and send tax slips.
  • Validate and mail cheques to clients, brokers or financial institutions on a daily basis. Complete transfer forms to financial institutions.

Qualifications

  • Bilingual - French and English - written and oral communication
  • A college or university diploma in administration or relevant field
  • Minimum of 2 years of experience in the field or other
  • Good knowledge of the regulations for individual investment options including deposits (RRSP, TFSA, LIRA, non-registered) and withdrawals (RRIF, LIF, annuities) in Canada as well as pension plans (defined benefit and defined contribution)
  • Must be comfortable with financial terminology and have the ability to learn new administrative systems quickly
  • Must demonstrate interpersonal, diplomatic and tact skills in order to establish positive alliances with internal and external clients, as well as with service providers
  • Must demonstrate basic computer skills in Word, Excel, and Outlook, in order to be able to perform their daily work
  • Must be self-sufficient

Work With Us

If this challenge corresponds to your professional aspirations and you wish to play a key role in the stimulating development of our business, please send your resume before July 10, 2020.

Apply Now

About Assumption Life

At Assumption Life, we value the development of our employees in diversified and inclusive work teams that foster creative thinking and innovation.

It's working for an employer of choice

In 2017, Assumption Life received the Aon Hewitt's Employers of Choice platinum category for small and medium-sized organizations. We ensure competitive salaries, as well as performance-based bonuses, generous benefits and flexibility in our policies and practices to respond to the needs of our employees.

Assumption Life is committed to creating a diverse environment and is proud to be an equal opportunity employer. We extend employment regardless of race, color, ancestry, religion, sex, national or ethnic origin, sexual orientation, age, citizenship, marital status, family status, genetic characteristics, disability, gender identity or gender expression, status of a pardoned person, social condition or political activity. If you have a disability or special need that requires accommodation for an interview, please let us know by emailing ressources.humaines@assomption.ca

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