Service Advisor
1 month ago
Account Manager Marijke Kanters
Our client a well known Pension Administrator is searching for an experienced French/English Client Service Associate ( DB Pension Sector experience required). In this role you will deliver exceptional bilingual client service as the first point of contact for all telephone inquiries, walk-in clients, and emails by providing generalist support on all pension life cycle events and e-services. This is a full time, permanent position. 3 days In Office (downtown Toronto) and 2 days wfh.
You have excellent client relationship management skills and fully engage with clients by adopting a holistic view of client service, asking probing questions, performing analysis of their circumstances to gain a thorough and accurate understanding of their needs, proactively diagnosing client issues and opportunities, providing recommendations in order to determine best options, customized solutions or direction to the appropriate area/position to obtain assistance in resolution.
Completing client requests in real time where appropriate, you will also identify when to refer the client for Advisory services or to another area or position for additional support or processing; escalating sensitive matters/issues as required and ensuring service levels are maintained. You will proactively contact members to introduce them to our organization and our services, educate clients on the value of the Public Service Pension Plan (PSPP), collect their information to explain options (e.g. buybacks and transfers in), complete an assessment and analysis of their needs and direct them to the appropriate area/position for additional follow up and support where appropriate.
You will actively participate in call reviews and other applicable measurement tools on an ongoing basis to evaluate performance metrics against client service standards and protocols to ensure targets are met.
You will work with internal partners to recommend and implement changes to service delivery opportunities, bridge knowledge across the team by sharing information and product knowledge content for service delivery excellence.
You will act as a trusted advisor and demonstrate engagement, collaboration and relationship building within the organization.
The following certifications are considered a definite asset for this role: The Registered Retirement Analyst (RRA) designation is required; The organization will support the successful candidate in working on the RRA during their employment.
You have excellent bilingual communication skills in both English and French, with proficiency in written and oral communications. You have broad knowledge of PSPP provisions, pension standards legislation (e.g. Pension Benefit Act, Income Tax Act), as well as comprehensive knowledge of at least one pension life cycle event and a working understanding of related financial and retirement planning concepts and products.
Your extensive experience in providing client service is complemented by your desire to build superior client relationships and enthusiasm and enjoyment for client contact.
You enjoy a fast-paced client centric environment and thrive in real time service delivery.
You have excellent communication skills, both written and oral, with the ability to explain technical information to a wide variety of clients and to adjust your communication style as required.
With a strong desire for continuous learning, you embrace a culture of teamwork, collaboration and service excellence.
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