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Client Experience Administrator
2 months ago
About the Role:
The Client Experience Administrator will play a vital role in the success of the Actuarial Solutions team at CAAT Pension Plan. This position is responsible for facilitating the coordination of documentation, procedures, and client service required to onboard small employers in a timely manner.
Key Responsibilities:
- Act as the main point of contact for employers and internal departments to ensure documentation completion and meeting of deadlines.
- Coordinate information management activities related to the completion of standard internal governance documents within target timelines.
- Complete due diligence on prospective employers, including credit checks and average age of members, and determine if results require management involvement.
- Manage employers' onboarding activities and provide timely and accurate information to clients via telephone and email.
Requirements:
- University degree and/or College diploma and/or a combination of equivalent training, education, and experience.
- Two to five years of experience in the customer service/pension/finance industry.
- Pension knowledge is required.
- Problem-solving skills, excellent documentation skills, and follow-up skills.
What We Offer:
- A comprehensive and holistic care package, prioritizing your well-being above all.
- Growth opportunities in a vibrant and ever-evolving environment.
- A culture of collaboration and fun, where you belong to a team that works, grows, and celebrates together.
About CAAT Pension Plan:
CAAT Pension Plan is an equal opportunity employer, committed to providing an environment where employees can bring their best, professional, authentic selves to work. We value diversity, equity, inclusion, and belonging and are dedicated to creating a workplace where everyone feels valued and respected.