Retirement Solutions Professional
3 weeks ago
CAAT Pension Plan is a leading provider of workplace retirement solutions for Canadians. Our mission is to provide secure, valuable, and sustainable plans that meet the evolving needs of our members.
Job SummaryWe are seeking a Bilingual Client Services Representative to join our Service Delivery team. As a key member of our team, you will play a critical role in delivering exceptional customer service to our members.
About the RoleThis is a full-time opportunity with a competitive salary range of $60,000 - $80,000 per year, depending on experience. The successful candidate will have excellent communication skills, both written and verbal, and be proficient in both English and French.
Key Responsibilities- Respond to member inquiries via phone, email, and in writing
- CORRESPOND DIRECTLY WITH STAKEHOLDERS VIA LETTER AND EMAIL ENSURING RESPONSES ARE TIMELY, ACCURATE, AND CONSISTENT
- Escalate complex cases to Pension Analysts for handling and informing the manager of call volumes and issues that may arise and maintain established service standards
- FUNCTION AS AN EFFECTIVE TEAM PLAYER WHO PARTICIPATES IN TEAM MEETINGS AND EVENTS AND IS RESPONSIBLE FOR ASSIGNED WORKLOAD
- University degree and/or college diploma and/or a combination of equivalent training, education, and experience
- Three (3) to five (5) years of experience in the customer service/pension/insurance/finance industry
- Strong proficiency in both written and spoken English and French is required
- Understanding of Canadian pension and tax legislation (ITA, PBA)
- A comprehensive total rewards program based around your physical, mental, and financial wellness
- Growth opportunities in a vibrant and ever-evolving environment
- A collaborative and caring work environment that sparks creativity and fosters open communication
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