The ideal candidate loves talking to people and proactively solving issues. You will be responsible for converting customers into passionate evangelists

Responsibilities

• Providing excellent customer service on approximately 30-40 (inbound) calls per day
• Initial point of contact for increasingly complex customer queries and requests
• Providing accurate and complete information about member retirement account(s)
• Assisting callers with website and app navigation
• Transaction processing and assistance with forms
• Contributions to a strong collaborative team
• Meet productivity and service targets

Must Have Skills:

• 3-4 years of previous experience in a customer service/ administrative role
• Previous experience in an in-office/hybrid working arrangement
• Previous exposure to being measured against KPIs

Soft Skills

• Effective time-management skills *
• Ability to deal with a wide variety of personalities in a professional manner
• Positive relationship builder
• Ability to work independently and within a team
• People who assume responsibility and take ownership
• Ability to thrive in a lively working environment and manage multiple tasks*

Nice-To-Have Skills:

• Knowledge of Canadian retirement products is preferred but not required
• Some understanding of financial services concepts

Education:

• Post-secondary education is preferred or equivalent work experience.