Associate (Client Service Rep) - Investments / Pension Plans Intro
On behalf of our client in the Consulting Sector, PROCOM is looking for a Associate (Client Service Rep).
Associate (Client Service Rep) - Investments / Pension Plans - Job Details
- Assisting clients with their pension plan inquiries, including updating cash balances and responding to questions about report statements.
- Strong background in customer service, particularly within the financial or banking sector, and will be adept at handling client communications through Outlook email.
- Review account overdraft reports.
- Assist clients with questions on new fund purchases.
- Provide support on cash instruction templates, assist in fixing processing errors with various internal processing departments.
- Help clients understand entries in client statements, work on client agreements for new accounts, and accept share donations into clients’ accounts.
Associate (Client Service Rep) - Investments / Pension Plans - Mandatory Skills
- 2+ years’ experience in a Client Service / Customer Service position, preferably within a Financial / Banking capacity.
- Strong communication skills, both verbal and written.
- Proficiency with MS Outlook for efficient client communication and daily activity management.
- Enthusiastic, patient, able to multi-task, manage volumes, and communicate effectively.
Associate (Client Service Rep) - Investments / Pension Plans Desired - Skills
- Canadian Securities Course (CSC) certification.
- Background or exposure to Pension Plan accounts and / or Investments (e.g., administration of pooled funds, equities, settlement of trades, new fund purchases).
- Investment knowledge or brokerage experience (e.g., previous experience at RBC or CIBC Wood Gundy).
- Ability to work with legal documents and read client statement reports (e.g., trust agreements, custodial agreements, accounting type statements).
Associate (Client Service Rep) - Investments / Pension Plans - Duration
13-month, starting immediately.
Associate (Client Service Rep) - Investments / Pension Plans - Location
Hybrid, 3 days a week in the office Mississauga. Full-time, 37.5 hours per week.
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