This job is no longer taking applications and is displayed only for reference.
To view current postings please conduct a new search.
Thank you.
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.
Roles and responsibilities:
Administrative Support:
Share queue line management and ensure all client service standards are consistently met
Wealth Management Role and Responsibilities:
Respond to telephone inquiries from Financial Advisors and clients regarding Wealth products and processes
Administration of individual annuity contracts from new policy set-up through to annuity payouts and death claims. This includes processing: new applications, contributions, investment option changes, partial withdrawals, surrenders, transfers-in, maturities and death claims for all Wealth Management products
Correspond with Financial Advisors and clients on a variety of policy transactions, advising of taxable implications and following-up on issues as required
Qualifications And Skills:
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
Essential Skills
- Oral communication
- Working with others
- Computer use
Business Equipment and Computer Applications
- Windows
- Word processing software
- Electronic mail
- General office equipment
- Internet browser
|
© 2024 SaskJobs. All rights reserved. Privacy Statement | Disclaimer | Copyright | Contact Us | Mobile Site | Site Map |
Email a Friend
Print This Job%20Customer Service Administration Representative)
