Client Services Representative

1 week ago

Toronto, Canada Robertson and Company Full time

Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.

Introduction: Robertson is seeking a skilled Client Services Representative to join our client.

Contract Dates: 9 months with potential to extend or convert
Pay Rate: $20 per hour
Business Hours: Monday to Friday (Onsite)

Job Responsibilities:

- Seeks, recognizes and acts upon opportunities to expand business relationships.
- Answers inquiries and provides accurate information about insurance products.
- Responds to information requests and follows established protocols.
- Resolves issues escalating as required.
- Processes client service requests and administrative requests according to established procedures and policies and submits as required for approval.
- Collaborates with internal and external stakeholders to deliver on business objectives.
- Analyzes data and information to provide insights and recommendations.
- Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
- Examines all official documents in advance of completing required forms to ensure appropriate authorization is available and follows established guidelines and procedures.
- Performs defined policy administration tasks and submits for approval as required.
- Supports the development of tools and delivery of training focused on delivering business.
- Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
- Creates and maintains computer records on all systems to ensure accuracy of client information. Recommends workflow improvements to deliver a more efficient operation.
- Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
- Analyzes issues and determines next steps.
- Broader work or accountabilities may be assigned as needed.

Experience & Qualification Requirements:

- 2 - 3 years of relevant experience
- Technology Savvy
- Verbal & written communication skills
- Organization skills
- Collaboration & team skills
- Analytical and problem-solving skills

**_**ALL CANDIDATES MUST COMPLETE A CRIMINAL AND CREDIT CHECK AS PART OF THE APPLICATION PROCESS**_**

**How to Apply**: If you are a motivated professional looking to contribute to a leading team, please submit your resume outlining your qualifications and experience relevant to this role. Robertson & the clients we represent, value diversity and are committed to creating an inclusive workplace. We invite all qualified individuals to apply.

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