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The Co-operators is looking for a Customer Service Administration Representative in our Customer Service area located in Regina, SK.
The Customer Service Administration Representative in Wealth Management responds to telephone inquiries from both Financial Advisors and clients on a variety of questions and problems relating to Wealth products and processes. The role resolves problems and handles complaint resolution in a courteous and professional manner. The role corresponds with Financial Advisors and clients regarding a wide variety of service requests, and processes individual annuity contracts as necessary.
Your Qualifications
Two years related work experience
Knowledge of Wealth products related legislation, processes and systems is a definite asset
Demonstrated ability to take initiative and use good judgement
Actively involved in the LOMA educational program
Excellent organizational skills
Analytical and problem solving skills as well as attention to detail and accuracy
Proficient in Microsoft Office
Bilingual verbal and written communication skills in English and French would be considered an asset.