Client Services Representative
1 week ago
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), Toronto, ON
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 in order 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.
- 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 Savy
- Verbal & written communication skills - Good.
- Organization skills - Good.
- Collaboration & team skills - Good.
- Analytical and problem solving skills - Good.
**_**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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