Pension Industry Expert

18 hours ago

Toronto, Ontario, Canada CAAT Pension Plan Full time

About Us

We are a leading provider of secure, valuable, and sustainable workplace retirement solutions for Canadians. At CAAT Pension Plan, we live our values of integrity, impact, and teamwork every day.

The Client Services Representative is an integral part of the Client Services team, and to our guiding mission and growth strategy. We are seeking a skilled professional to act as a front-line service provider, responding to member inquiries that can be diverse and complex.

This role requires excellent oral and written communication skills to communicate effectively and clearly through all client service delivery channels. The successful candidate will also demonstrate excellent decision-making skills to handle a wide variety of questions from clients and provide accurate information promptly.

About the Role

The Client Services Representative will:

  • Act as a front-line service provider, responding to inquiries (via telephone, email, and in writing) that can be diverse and complex.
  • Correspond directly with stakeholders (i.E., members, employers, third parties) via letter and email ensuring responses are timely, accurate, and consistent.
  • Escalate complex cases to Pension Analysts for handling and inform 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.
  • Perform data entry and assist with the Pension Analyst's workload during times of high volume and/or reduced staffing (i.E., data changes, enrolments, etc.).

About You

We are looking for someone with:

  • 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.
  • Proficiency in French is considered an asset.
  • Understanding of Canadian pension and tax legislation (ITA, PBA).
  • Experience working within a contact center environment is considered as an asset.

Your Benefits

We offer a competitive salary ranging from $60,000 to $80,000 per year, depending on experience. In addition, you will receive comprehensive benefits, including health and dental coverage, paid time off, wellness programs, and a defined benefit pension plan.

About Our Culture

We are a collaborative, inclusive, and lively environment that sparks creativity and fosters open communication. As a valued member of our team, you will have opportunities for growth and development, and you will contribute to making a significant societal impact.

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