Client Service Processor - 6-month contract

Canada Life; Montreal; On-site; CAD 39,000 - 52,000; Full time

Benefits offered by this job

Career development

Health & Wellness

Time off

Financial security

Rewards and recognition

Community emphasis

Job summary

Canada Life is seeking a Temporary Full Time Client Service Processor for a 6-month contract in Montreal. The role focuses on timely digital distribution of documents, cheques and emails to Wealth Management teams and collaboration with internal teams.

Ideal candidates have strong organization, attention to detail, and proficiency in Microsoft Office. Bilingual English/French is an asset and often required in Quebec.

Qualifications

• Excellent organizational skills.
• Analytical and detail oriented.
• On Base (imaging system) experience an asset.
• Working knowledge of Microsoft Office products.
• Excellent written and verbal communication skills.
• Good interpersonal and team building skills.
• Demonstrated ability to manage multiple tasks and deadlines.

Responsibilities

• 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.

Job description

Temporary Full Time

We are looking for a Client Service Processor (6 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 skills
• Analytical and detail oriented
• On Base (imaging system) experience an asset
• Working knowledge of Microsoft office products
• Excellent written and verbal communication skills
• Good interpersonal and team building skills
• Demonstrated organizational and time management skills to manage multiple tasks and deadlines
• Able to adapt quickly to changing priorities

As this position is posted in several locations, we specify that bilingualism is an asset (fluent in French) but is required for Quebec only as the position will regularly serve our clients with French and English-speaking needs.

This position will be located in the Montreal head office.

The base salary for this position is between $38,700 - $52,400 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.

Grow with Canada Life

We’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and each other. Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you!

What we offer

We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:

• Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to$2,000 annually towards education reimbursement.
• Health & Wellness:Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
• Time Off:In addition to regular vacation and personal days, we support community involvement with a volunteer day.
• Financial Security:Company-matching pension plan,share ownership program and additionalinvestment options.
• Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
• Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.

Learn more about Canada Life.

We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact [e-mail]. All information provided will be handled in accordance with applicable laws and Canada Life policies.

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