Individual Client Services Agent

Assumption Life is looking for a qualified Individual Client Services Agent to join its Investments and Retirement team. Primarily, this person will 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
  • College or university degree in business administration or related field.
  • Minimum of 2 years' experience in a financial or related field.
  • 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

Work With Us

  • The opportunity to be part of a dynamic and high-performing team that adheres to the following values: leadership, collaboration, trust and commitment.
  • Training and development opportunities.
  • A comprehensive benefits package including a competitive salary, bonus, pension and benefits.
  • A dynamic location in downtown Moncton.
  • One paid day of volunteer work.
  • A gym located in the building.
     
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. .

Assumption Life is deeply committed to its community's development

Founded in 1903 in Massachusetts, Assumption Life is the result of a group of people who want to take their destiny into their own hands. Their goal was simple: to ensure the prosperity of Acadian families in New England. Since its inception, Assumption Life has continued to makingdifference beyond the borders of l'Acadie for all families across Canada. Our Company, which began as a great idea 116 years ago, is now one of the largest mutual life insurance and financial services companies in Canada. Today, this culture of generosity and commitment is demonstrated by our employees. Whether it is helping out at special events, raising funds for charities or, helping people in need, Assumption Life employees are very committed to their community and are always ready to help.

An employer of choice

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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