![iA Groupe financier iA Financial Group](https://media.trabajo.org/img/noimg.jpg)
Client Relations Specialist
2 weeks ago
**#Permanent #Remote #Vancouver**
**Client Relations Specialist**
**Purpose and Accountability**
Our clients’ and partners’ needs matter to you? You have a positive attitude towards problem solving and teamwork? You master our products and administrative procedures? Here is a great opportunity within the Client Relations Team
Reporting to the Manager, the Client Relations Specialist (CRS) will provide first-level contact with customers, iA Financial Group advisors and administrative staff from our MGA offices. The incumbent must possess excellent communication skills, both written and verbal, must also be able to demonstrate good time management, work well under pressure with daily deadlines, exhibit a positive attitude, image and be highly motivated.
**RESPONSIBILITIES**
**_ Telephone calls_**
- Respond to telephone calls from clients, advisors and agency administration staff as well as other financial institutions;
- Answer questions on products with full understanding of contract and administrative provisions;
- Answer questions regarding tax rules for all registered RSP, RIF, LIF, RESP, TFSA, locked-in plans and non-registered contracts, correctly advise clients regarding the impacts transactions will have on taxation to the contract owner, and be able to verify and educate clients on CRA forms and the taxation of various transfers;
- Review and correctly analyze transactions made on contracts in response to inquiries and be able to recognize processing errors, and take corrective steps;
- Answer questions regarding RESP grants rejected by the government and be able to recognize reject codes and provide clients with direction on corrective actions to be taken;
- Make decisions to facilitate the client’s request, such as escalations for transactions, waving administrations fees when appropriate, approving exceptions to certain processes;
- Focus on building and maintaining excellent relationships with iA Financial Group advisors, MGA administration staff and clients;
**_ NIGO (Not In Good Order)_**
- Follow up on incomplete transaction submissions for new issue/deposit/redemption/change transaction types;
- Contact advisors and/or MGA offices for clarification of transaction requests that are unclear or cannot be processed;
- Provide thorough explanations to recipients to advise why we cannot proceed and what steps must be taken (missing information, etc.) to allow us to proceed;
- Clearly document the instructions received for the file (Workflow) and make sure they are understandable by other staff;
**SKILLS REQUIREMENT**
- Excellent command of English, verbal and written communication;
- Excellent ability to pass on knowledge;
- Autonomy and excellent judgement;
- Analytical skills with attention to detail;
- Sense of priorities;
- Good stress management;
- Able to work in a team environment as well as individually;
- Feels comfortable to participate in a team setting;
**Company Overview**:
**About**:
iA Financial Group is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.
With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.
At iA, we’re invested in you.
**Our commitment to Diversity and Inclusion**:
At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.
Please note that if you need help or assistance to make the recruitment process more accessible for you, please contact us here. Someone from our team will be happy to assist you.
-
Recruitment Specialist
4 weeks ago
Vancouver, Canada Recruitment Specialist Full timeScout Talent - Our Group and Growth PlansScout Talent is part of the Scout Talent Group which is a group of companies that saw their inception in Australia and that are dedicated to recruitment marketing, talent attraction, and digital innovation.Our Group brands are comprised of:RecruitShop- offering a simple and effective flat-fee recruitment product...
-
Recruitment Specialist
4 weeks ago
Vancouver, Canada Recruitment Specialist Full timeScout Talent - Our Group and Growth PlansScout Talent is part of the Scout Talent Group which is a group of companies that saw their inception in Australia and that are dedicated to recruitment marketing, talent attraction, and digital innovation.Our Group brands are comprised of:RecruitShop- offering a simple and effective flat-fee recruitment product...
-
Recruitment Specialist
3 weeks ago
Vancouver, Canada Recruitment Specialist Full timeScout Talent - Our Group and Growth PlansScout Talent is part of the Scout Talent Group which is a group of companies that saw their inception in Australia and that are dedicated to recruitment marketing, talent attraction, and digital innovation.Our Group brands are comprised of:RecruitShop- offering a simple and effective flat-fee recruitment product...
-
Recruitment Specialist
3 weeks ago
Vancouver, Canada Recruitment Specialist Full timeScout Talent - Our Group and Growth PlansScout Talent is part of the Scout Talent Group which is a group of companies that saw their inception in Australia and that are dedicated to recruitment marketing, talent attraction, and digital innovation.Our Group brands are comprised of:RecruitShop- offering a simple and effective flat-fee recruitment product...
-
Recruitment Specialist
4 weeks ago
Vancouver, Canada Recruitment Specialist Full timeScout Talent - Our Group and Growth PlansScout Talent is part of the Scout Talent Group which is a group of companies that saw their inception in Australia and that are dedicated to recruitment marketing, talent attraction, and digital innovation.Our Group brands are comprised of:RecruitShop- offering a simple and effective flat-fee recruitment product...
-
Client Care Specialist
5 days ago
Vancouver, Canada Western Veterinary Specialist & Emergency Centre Full time**Cats Only Animal Hospital** is currently welcoming a full-time **Client Care Specialist **to join our team. This is an exceptional opportunity for an organized, motivated, and empathetic individual to join us in a very important support role for the entire hospital. In this role, you will help our clients and their pets feel welcomed and appreciated! -...
-
Client Care Specialist
7 days ago
Vancouver, British Columbia, Canada Western Veterinary Specialist & Emergency Centre Full timeCats Only Animal Hospital is currently welcoming a full-time Client Care Specialist to join our team. This is an exceptional opportunity for an organized, motivated, and empathetic individual to join us in a very important support role for the entire hospital. In this role, you will help our clients and their pets feel welcomed and appreciated Create a warm...
-
Client Relations
3 weeks ago
Vancouver, Canada Iceberg Finance Group Full timeiFinance Canada is a well-established national consumer financing company that offers various financing to Canadians since 1996. We are part of Iceberg Finance Group, a sister company based in Quebec that also does business across Canada. This dynamic, growing organization is currently recruiting for a client relation specialist for our Vancouver office. We...
-
Employer Relations Specialist
3 weeks ago
Vancouver, Canada Immigrant Services Society of BC Full time**EMPLOYER RELATIONS SPECIALIST, JOB QUEST PROGRAM** **(Posted: May 8, 2024 - May 21, 2024)** **Job ID #**: 24045-JobQuest** **Position**:Employer Relations Specialist - Job Quest Program** Employment Program - Vancouver Temporary full-time (hybrid) position 35 hours per week starting as soon as possible until March 31, 2025 **At ISSofBC we believe...
-
Employer Relations Specialist
2 weeks ago
Vancouver, Canada Immigrant Services Society of BC Full time**EMPLOYER RELATIONS SPECIALIST, BC SAF HAVN PROGRAM** **(Posted: March 19, 2024 - April 2, 2024)** **Job ID #**: 24022-BC SAF HAVN** **Position**:Employer Relations Specialist - BC SAF HAVN Program** Employment Program - Vancouver, Burnaby Regular hybrid full-time position at 35 hours per week starting May, 2024 **At ISSofBC we believe in**: v Working...
-
Recruitment Resourcer
7 days ago
Vancouver, British Columbia, Canada Recruitment Specialist Full time $40,000 - $45,000Scout Talent is part of the Scout Talent Group which is a group of companies that saw their inception in Australia and that are dedicated to recruitment marketing, talent attraction, and digital innovation. Our Group brands are comprised of: RecruitShop - offering a simple and effective flat-fee recruitment product aimed at SMEs. Employment Office - a...
-
Labor Relations Specialist
7 days ago
Vancouver, Canada BLACKBIRD SECURITY INC Full timeJoin Blackbird Security, a leading name in Canada's security sector, as we expand our team at our **Vancouver, BC headquarters.** With a commitment to excellence and innovation, we provide tailored security solutions nationwide, serving diverse clients ranging from major retailers to warehouses. Rooted in Vancouver since 2015, we blend the professionalism of...
-
Employer Relations Specialist
7 days ago
Vancouver, British Columbia, Canada Immigrant Services Society of BC Full timeEMPLOYER RELATIONS SPECIALIST, JOB QUEST PROGRAM(Posted: May 8, May 21, 2024)Job ID #: 24045-JobQuest**Position:Employer Relations Specialist - Job Quest Program**Employment Program - VancouverTemporary full-time (hybrid) position 35 hours per week starting as soon as possible until March 31, 2025At ISSofBC we believe in:v Working with purposev We aspire to...
-
Client Specialist
2 weeks ago
Vancouver, Canada CYC Design Corporation – Reigning Champ | wings+horns Full time**Position**: Client Specialist **Team**:Client Experience **Reports to**:Client Experience Manager **Based at**: CYC Head Office - Vancouver, BC **Job purpose**: As Client Specialist, you are a critical point of contact in our clients’ journey across digital and physical channels. You are a brand ambassador, exceeding our clients’ expectations with...
-
Labor Relations Specialist
7 days ago
Vancouver, British Columbia, Canada BLACKBIRD SECURITY INC Full timeJoin Blackbird Security, a leading name in Canada's security sector, as we expand our team at our Vancouver, BC headquarters. With a commitment to excellence and innovation, we provide tailored security solutions nationwide, serving diverse clients ranging from major retailers to warehouses. Rooted in Vancouver since 2015, we blend the professionalism of a...
-
Employer Relations Specialist
4 weeks ago
Vancouver, Canada South Vancouver Neighbourhood House (SVNH) Full time**ਜੀ ਆਇਆਂ ਨ ੂੰ **Mabuhay **Employer Relations Specialist** **Career Directions Program** **Posting period: May 30 - June 6, 2024**_ - ** **South Vancouver Neighbourhood House** (SVNH) is located on the unceded, occupied, ancestral and traditional homelands of the xʷməθkwəyə̓m (Musqueam), Skwxwú7mesh (Squamish) and Səlílw̓...
-
Indigenous Relations Specialist
3 weeks ago
Vancouver, Canada Graham Full timeGraham is an employee-owned construction solutions partner that services the buildings, industrial, infrastructure, water and project finance sectors. We deliver lasting value for our clients through meticulous planning and scheduling, while upholding rigorous safety and quality standards. With offices throughout North America, our passionate and...
-
Employer Relations Specialist
7 days ago
Vancouver, British Columbia, Canada South Vancouver Neighbourhood House (SVNH) Full timeਜੀ ਆਇਆਂ ਨ ੂੰ MabuhayEmployer Relations SpecialistCareer Directions ProgramPosting period: May 30 - June 6, 2024_- **South Vancouver Neighbourhood House (SVNH) is located on the unceded, occupied, ancestral and traditionalhomelands of the xwməθkwəyə̓m (Musqueam), Skwxwú7mesh (Squamish) and Səlílw̓ ətaʔ/Selilwitulh(TsleilWaututh)...
-
Bilingual Client Relations Specialist
4 weeks ago
Vancouver, Canada iA Groupe financier iA Financial Group Full timeSector: Dealer Services - Administration / _Working Environment: almost100% remote (work from home) / _Location: Anywhere in Canada but ideally west cost (Vancouver), need to work PST (Pacific Standard Time) hours / Status: Permanent, full-time / Working Language: Bilingual French/English is required_ Are you a Customer Service Professional who is...
-
Bilingual Client Relations Specialist
24 hours ago
Vancouver, Canada iA Groupe financier iA Financial Group Full timeSector: Dealer Services - Administration / _Working Environment: almost100% remote (work from home) / _Location: Anywhere in Canada but ideally west cost (Vancouver), need to work PST (Pacific Standard Time) hours / Status: Permanent, full-time / Working Language: Bilingual French/English is required_ Are you a Customer Service Professional who is...