Client Service Processor

Temporary Full Time 

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This position will be located in the Montreal head office.

We are looking for a Client Service Processor (4 months Contract).

The position will be responsible for the timely digital distribution of documents, cheques and emails to the Savings, Retirement Income, and Quadrus team members. The successful candidate will work closely with other teams within Wealth Management.

What you will do 

• Triage incoming mail and faxes for the wealth teams within time standards
• Work closely with other admin areas regarding inter-team paperwork
• Assist with non-financial processing when required, while meeting service standard deadlines.
• Participate in team meetings to discuss efficiencies and work on improving processes.
• Provide support for small projects, as required
• Monitor and manage the team shared email boxes
• Responsible for workflow distribution on new imaging system (enhanced computer skills are necessary)

What you will bring 

Excellent organizational skillsAnalytical and detail orientedOn Base (imaging system) experience an assetWorking knowledge of Microsoft office productsExcellent written and verbal communication skillsGood interpersonal and team building skillsDemonstrated organizational and time management skills to manage multiple tasks and deadlinesAble to adapt quickly to changing prioritiesAs this position is posted in several locations, we specify that bilingualism is an asset (fluent in French and English) but is required for Quebec only as the position will regularly serve our clients with French and English-speaking needs

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The base salary for this position is between  $38,000 - $51,300 annually.  This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc).  If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Be your best at Canada Life- Apply today

Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.

You can be your best here. You're part of a diverse and inclusive workplace where your career and well-being are championed. You'll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.

Together, as part of a great team, you'll deliver on our shared purpose to improve the well-being of Canadians. It's our driving force. Become part of a strong and successful company that's trusted by millions of Canadians to do the right thing.

Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we're one of Canada's leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations. 

We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential. 

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.

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