Client Service Coordinator-analyst 1 - Vancouver, Canada - iA Groupe financier / iA Financial Group

iA Groupe financier / iA Financial Group

Verified Company

Vancouver, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Their key responsibilities & performance requirements will include some or all of the following tasks:

Sorting and scanning incoming mail for distribution to various team members for handling
Printing completed correspondence from the Document Generation system for clients
Preparing client documents for mailing with appropriate summary forms or other forms as required
Searching the system for client information as it pertains to Returned Mail
Calling clients for new address or new payment information
Updating simple payment information using set parameters

Soft skills:

Actively listen and communicate with clients regarding basic requests
Have keen sense of routine and organizational skills
Be able to recognize (within set parameters) when to escalate tasks
Demonstrate ability to work and communicate with other teams as well as within own team
Demonstrate flexibility in switching tasks as required where more support may be required (for example during busier campaign periods)
Demonstrate adaptability in changing or learning new processes
Demonstrate gradual increase in knowledge and understating of role to the point of providing feedback and improvement suggestions

Company Overview:

About:

iA Financial Group is the strength of a company with a human side, with its over 8,000 employees.

Together, we have earned the trust of our more than four million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we're a key player in the financial services industry in Canada and the United States.

The secret to our success? Investing in you, one person at a time.

Because, for over 125 years, we have believed that it's by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we're invested in you.

Our commitment to Diversity and Inclusion:
At iA Financial Group, we support and celebrate diversity.

We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please contact us here.

Someone from our team will be happy to assist you.