Client Services Team Lead

2 days ago


Toronto, Ontario, Canada CAAT Pension Plan Full time
About CAAT Pension Plan

We are a leading provider of secure, valuable, and sustainable workplace retirement solutions for Canadians. Our mission is to make a meaningful difference in the lives of our members by delivering exceptional service and expert guidance.

Job Description:

The Client Services Team Lead plays a crucial role in the success of our Client Services team and the overall growth strategy of CAAT Pension Plan. Reporting to the Manager, Client Services, this position manages the day-to-day activities of the team while supporting the delivery of high-quality member services.

Key Responsibilities:
  • Lead the day-to-day service delivery of the Client Services team, ensuring all activities and communications meet or exceed service standards.
  • Coordinate workload management, scheduling, and reporting for the team to ensure efficient use of resources and maximize client satisfaction.
  • Monitor service levels, identify trends, and work with the management team to establish goals and address any service issues or backlogs.
  • Provide guidance to the team on complex or sensitive member issues, ensuring timely and accurate responses to queries.
Requirements:
  • A College Diploma or University Degree, with CEBS, PPAC, or CBP certification being an asset.
  • At least 5 years of experience in Financial Services or Pension administration with progressive responsibilities.
  • Multi-Employer Pension Plan or public sector experience working directly with members, or experience with service providers working directly with management and clients.
  • Excellent two-way communication skills, with the ability to actively listen and convey information clearly and concisely.
Benefits:
  • Competitive salary: $90,000 - $110,000 per year.
  • Comprehensive Total Rewards program, including health and dental benefits, wellness programs, and a defined benefit pension plan.
  • Opportunities for growth and professional development in a dynamic and collaborative environment.
  • A commitment to maintaining confidentiality and ensuring data privacy.

At CAAT Pension Plan, we value diversity, equity, inclusion, and belonging. We strive to create an environment where employees can bring their best selves to work and contribute to our mission of making a meaningful difference in the lives of our members.



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