Client Support Admin and Servicing Rep

CanCap Management Inc.; Mississauga; Hybrid; CAD 42,000 - 54,000; Part time

Benefits offered by this job

Hybrid work model

Job summary

CanCap Management Inc. seeks a Client Support Administrator and Servicer to assist Business Banking clients with post-sale activities and documentation coordination.

You will gather information, provide solutions, and escalate issues to leadership while maintaining AML and risk controls in all client interactions. Hybrid work setup with office and home days.

Qualifications

• 1 year of experience handling customer accounts.
• Strong administrative and customer service skills.
• Ability to resolve client issues quickly and professionally.
• Attention to detail and organizational abilities.

Responsibilities

• Validate applications for Small Business banking and AML compliance.
• Coordinate documentation for new accounts and changes to account info.
• Support back-end applications and ensure documentation meets AML policies.
• Record servicing activities accurately in the appropriate tools.
• Resolve client issues and escalate to leadership when needed.
• Build partnerships with client groups to ensure a seamless experience.
• Capture and validate clients’ financial information per policy.
• Uphold standards on AML, reputational risk, and code of conduct.

Skills

Customer service

Administrative skills

Problem solving

Multi-tasking

Communication

Job description

What your day and week could look like

As a Client Support Administrator and Servicer, you will support Business Banking customers and clients directly with after-sales-related activities including Ad hoc administrative activities. The Client Support Administrator and Servicer works closely with the clients to gather appropriate documentation and information to fulfill the business requests, taking responsibility for the coordination and execution of client requests, providing relevant recommendations or, when appropriate, referring the client to the appropriate party, while acting as a key interface to internal partners.

Key Responsibilities

• Validate applications for all Small Business banking, including but not limited to reviewing business documentation, validate customer information and ensure compliance with AML policies
• Engage in client interactions via phone, email with customers and/or internal partners to coordinate and execute documentations related to new accounts, change to account information, signing authorities, GICs, credit documentation and cash management products
• Support back-end applications from small business banking by reviewing and ensuring all documentation is in compliance with AML policies
• Demonstrate service excellence by being knowledgeable, resourceful and professional during all client interactions and record servicing activities in appropriate tool(s) accurately.
• Offer solutions, resolve and/or escalating client issues and concerns to leadership and/or appropriate parties without delays.
• Build strong partnerships by working closely client groups/partners to ensure seamless customer experience
• Accountable for accurately capturing and validating clients’ financial information, ensuring all documentation is completed in accordance with policies and procedures
• Ensure that all internal interactions with clients reflect all standards, policies and procedures, including: Anti-money laundering, Reputational and Legal Risk, Code of Conduct, Risk Management, etc.

Operational Effectiveness

• Protect our clients managing and minimizing exposures to risk by ensuring compliance with regulatory activities and guidelines, and by adhering to established policies, practices and procedures

What you bring to the role:

• 1 year of experience in handling customer accounts
• Strong administrative and customer service experience
• Strong problem solving skills sufficient to address client and operational issues in a timely and effective manner
• Strong influencing and negotiating skills to respond professionally to objections and offer resolutions
• Organized and detail oriented to manage high volumes of information
• Well-developed ability to multi-task

This role is a hybrid work structure, with 50% of your time spent in office and 50% working from home. This could change based on the needs of the business.

To be considered for employment you will need to successfully pass a criminal background check and validate your work experience.

Next Steps

Adding to our team is one of the important steps that happens in our business. We’ve taken time to be purposeful and thoughtful with this job posting. Please take time to do the same with your application. Help us understand how you see your work experience as relatable to this job posting. Help us understand how you would be a great addition to our team.

Diversity and Inclusion

The CanCap Group and our subsidiaries are an equal opportunity employers and value diversity. We are committed to building and evolving a team reflecting a variety of backgrounds, perspectives, and skills.

Candidates who possess the experience, skills, and qualifications outlined above will be contacted for next steps in the hiring process.

The CanCap Group (“CanCap”) is a privately-owned Canadian national financial services company with multiple verticals across automotive, consumer, and merchant lending portfolios. We manage the entire lifecycle of the finance receivable from credit adjudication through contract administration, customer service, default management and post charge-off recoveries.

We are a company of innovators. We learn from each other, respect each other, and create together. When it comes to our customers, partners, and each other, we are always motivated by doing the “right thing”. We seek to find the best people and the right methods that allow us to meet this goal and look to the future for growth.

We are currently looking for an experienced individual with exceptional multi-tasking and interpersonal skills to join our team on a temporary basis for the duration of the project.