Customer Service Representative

4 weeks ago

Waterloo, Canada Equitable CA Full time

At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable today.

**Position Title**: Customer Service Representative

**Reports To**: Supervisor, Savings & Retirement Operations

**Department**: Savings & Retirement

**Term**: Permanent Full-Time

**Schedule**: Monday to Friday, 11:30AM EST - 7:30PM EST

**Work Arrangements**: This is a hybrid role. You will work in our office in Waterloo, ON a minimum of two (2) assigned, consecutive days every other week, plus a fifth (5th) assigned day per month. You are welcome to work from the office more than the minimum requirement and there may be some roles that are required to work in our office more than the minimum requirement.

If you are a skilled multi-tasker, enjoy problem-solving, and consider yourself a people person through and through, then consider a role on our S&R Contact Centre team.

This is a great opportunity to join an outstanding team and work for one of Waterloo Area’s Top Employers for 2024

**What you will be doing**:

- Consistently provide clear, concise information regarding all inquiries, such as status updates, financial transactions, policy values and details, product changes, policyholder mailings, corporate communications (financial statements) on current and past plans sold by the company
- Ensure appropriate documentation is completed in a timely basis for further processing or future handling
- Regularly assist as necessary to address service concerns, RRSP season volumes, etc.
- Remain current on all general aspects of Life and Annuity products and plan features, taxation, legislation

**What you will bring**:

- Excellent verbal and written communication skills in English
- Exceptional listening skills
- Excellent problem solving and negotiation skills
- A natural desire to provide customer service, with proven ability to go beyond service expectations for client retention
- Demonstrate patience and empathy while maintaining professionalism
- Ability to handle high stress levels and a fast-paced environment
- Strong knowledge of Savings & Retirement general operations and industry knowledge of accumulation and payout products and applicable legislation for registered and non-registered products
- Strong multi-tasking abilities and prioritization skills to ensure client’s needs are met while maintaining published service standards
- Ability to “think on your feet” and deal with a multitude of demanding situations
- Strong mathematical aptitude
- ACS designation or working towards
- Quick study with ability to retain and reference information

**What’s in it for you**:

- A healthy work-life balance with employee wellness top of mind
- Annual bonus program, annual vacation allowance, and company-paid benefits program
- An additional paid volunteer day each year so you can spend time giving back to the community
- Immediate enrollment in the company’s pension program with employer matching
- Employee resource groups that support an inclusive work environment
- Tuition support and specialized program assistance
- A company subsidized cafeteria with a variety of daily options
- Discounts on company products and services, and access to exclusive employee perks
- Regular EQ Together events focused on company togetherness and collaboration

As part of the recruitment/offer process you will be required to:

- Provide two professional references (minimum one supervisor and above)

To learn more about Equitable, we encourage you to explore our organization.

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