Bilingual Client Support Representative, Pension

4 weeks ago


Ottawa, Canada MD Financial Management Full time

Requisition ID: 186875

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

As a Client Support Representative, Pension Operations you will contribute to the overall success of the Medicus Pension Plan Operational Support Team, ensuring specific individual goals, plans and initiatives are executed in support of Medicus’ business strategies and objectives.

**Is this role right for you? In this role you will**:
Provide personalized support to prospective Medicus Pension Plan members during enrolment, and other key Pension Operations activities, with the goal of maximizing enrolment rates and client satisfaction
Execute tasks and responsibilities with the utmost level of quality and due diligence
Using their comprehensive knowledge of Medicus operational processes, this role will ensure effective execution of those processes and proactively identify, and escalate, any potential issues that may hinder the effective execution of those processes.
Provide assistance and support to other operational areas of Medicus as required
Learn and quickly adapt as policies and procedures change
Assist with identification, development and implementation of best practices and national standards for client support
Champion a client-driven culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge
Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions
Identify issues, develop, and implement recommendations, and exercise mature judgment in all dealings with Plan Members, internal audiences, as well as with external vendors and bodies such as regulatory authorities
Champion a high-performance environment and contributes to an inclusive work environment

**The Must Haves**:
Bilingual (French / English) is strongly preferred
3+ years of customer service experience
3+ years of pension administration experience is an asset
University Degree, College Diploma and/or professional accreditation (or relevant equivalents) and/or equivalent experience
Knowledge of MS Office Tools

**Do you have the skills that will enable you to succeed in this role? - We’d love to work with you if you have**:
An ability to work flexible hours to provide Canada-wide hours of operation
Experience providing personalized client service, particularly via phone or video call interactions
Strong interpersonal, self-motivation, presentation, communication, and written skills
An ability to meet deadlines and are well organized
Strong analytical, problem-solving, and reconciliation skills
Ability to adapt to change
Excellent teambuilding skills
An ability to meet client service commitments and deadlines
A focus on resolution at first point of contact
A high standard of performance, confidentiality, integrity, and a high degree of independent judgment
An ability to work closely with senior leaders and teams across several relevant areas of the Bank
An understanding of Pension administration best practices in a multi-employer pension plan environment, and related operational environments and best practices, along with managing risk prudently

**What’s in it for you?**

We are big proponents of life-work integration and provide the flexibility and tools to achieve such.
We believe an inclusive and diverse work environment makes for happy and productive employees.
We recognize the importance of well-being and offer programs and benefits to support and sustain the mental and physical health of our employees and their families.
We know that financial security is important to you and we’re here to help - competitive salaries and incentive programs, a defined contribution pension plan and an employee share option purchase program.
We realize time away to recharge is a non-negotiable - we offer a generous paid time off program in which the benefits increase along with your tenure with MD. Our team environment ensures you’re able to take time off without worrying about your clients.
We understand that cost-effective banking solutions mean more money in your pocket - through our partnership with Scotia, we offer a variety of preferred banking, credit card, mortgage and home/auto insurance options and discounts.
We love discounts. Through the WorkPerks program, as an employee of MD you’ll have access to thousands of discounts with various vendors across Canada.

Location(s): Canada : Ontario : Ottawa || Canada : Ontario : Toronto

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.



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