Client Experience Administrator

6 months ago

Toronto, Canada CAAT Pension Plan Full time

**Client Experience Administrator**

**We believe that everyone has the right to a rewarding career with an organization that values and invests in your growth.**

Are you looking for an energetic, high-performance culture that’s truly one of a kind?

How would you like to work in a fun, high-performance culture that’s truly one of a kind - on a team that appreciates your ideas, helps our members retire with confidence and makes Canada better, all at the same time?

If that sounds like your thing - and you’re an outstanding **Client Experience Administrator**- let’s talk

We’re CAAT Pension Plan, and we’re growing. We innovate defined benefit (DB) pension plans. What are they? Unlike other pension plans, they specifically define the lifetime benefits our members will receive in retirement. This means that once they retire, our members know exactly what they’re getting every month
- for life As a socially conscious company, we’re passionate about helping more Canadians retire with greater financial security and peace of mind.

This position is integral to the success of the **Pension Solutions** team, and to CAAT’s guiding mission and growth strategy.

In this role, you will act as the main point of contact in facilitating the coordination of documentation, procedures and client service required to onboard small employers in a timely manner. As an expert in client relations, with a proven desire to help people, the incumbent is responsible for ensuring employer queries related to the onboarding process are responded in a timely manner and the documentation process is facilitated smoothly.

**We are looking for someone with**:

- University degree and/or College diploma and/or a combination of equivalent training, education, and experience.
- One (1) to four (4) years of experience in the customer service/pension/finance industry.
- Problem solver with excellent skills in documentation and follow up.
- Pension knowledge is preferable.
- Experience working with Microsoft Office tools, e.g., Word, Excel, Outlook.
- Attention to detail in a multi-tasked environment.
- Ability to prioritize multiple deliverables under tight timelines.
- Strong and effective communication and interpersonal skills with stakeholders.

**Once here you will**:

- Follow documented processes and procedures to onboard small employers with high client satisfaction and meeting established service standards.
- Coordinate information management activities related to the completion of the standard internal governance documents within target timelines and to ensure a seamless process from all stakeholders’ perspectives.
- Interact with the employers, affinity partners, and internal departments to ensure documentation completion and meeting of deadlines.
- Respond to queries received from employers by providing relevant, accurate and timely information.
- Complete due diligence on prospective employers including credit checks, average age of members, etc., and determine if information results require management involvement.
- Manage employers’ onboarding activities using Smartsheet.

**What will CAAT offer you?**
- Financial Wellness: We provide a defined benefit (DB) pension plan (no big surprise here).
- Physical Wellness: We provide a very competitive and comprehensive extended health and dental benefits including life insurance.
- Mental Well-Being: We provide an array of wellness programs including extended mental health benefits. We also offer generous paid time off to promote rest and relaxation.
- On-site gym and shower facilities; meditation/prayer room and cool collaboration spaces including electronic sit/stand desks.
- Hybrid work arrangements for eligible employees and a collegial work environment.
- Opportunities to connect with senior leadership in a variety of informal settings for discussions, sharing, and mutual learning.
- We invest in our people and enthusiastically support your career development goals, regardless of your role, with access to tuition aid and learning opportunities like our ground-breaking CAAT Academy.
- We are conveniently located at the Eaton Centre in downtown Toronto, next to Queen subway station, with ready access to multiple TTC routes, GO Transit, and the PATH from Union Station.

The success of our company is dependent on fostering a culture of embracing diversity, equity, and inclusion in everything we do. All employees are guided by our Mission, Values, and Code of Conduct.

Schedule:

- Monday to Friday

Work Location: Hybrid remote in Toronto, ON M5B 2L7

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