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Associate (Client Service Rep) - Investments / Pension Plans

Associate (Client Service Rep) - Investments / Pension Plans

ProcomMississauga, ON, CA
30+ days ago
Salary
CAD50850–CAD71091 yearly
Job type
  • Full-time
Job description

Associate (Client Service Rep) - Investments / Pension Plans Intro

On behalf of our client in the Consulting Sector, PROCOM is looking for a Associate (Client Service Rep).

Associate (Client Service Rep) - Investments / Pension Plans - Job Details

  • Assisting clients with their pension plan inquiries, including updating cash balances and responding to questions about report statements.
  • Strong background in customer service, particularly within the financial or banking sector, and will be adept at handling client communications through Outlook email.
  • Review account overdraft reports.
  • Assist clients with questions on new fund purchases.
  • Provide support on cash instruction templates, assist in fixing processing errors with various internal processing departments.
  • Help clients understand entries in client statements, work on client agreements for new accounts, and accept share donations into clients’ accounts.

Associate (Client Service Rep) - Investments / Pension Plans - Mandatory Skills

  • 2+ years’ experience in a Client Service / Customer Service position, preferably within a Financial / Banking capacity.
  • Strong communication skills, both verbal and written.
  • Proficiency with MS Outlook for efficient client communication and daily activity management.
  • Enthusiastic, patient, able to multi-task, manage volumes, and communicate effectively.

    • Associate (Client Service Rep) - Investments / Pension Plans Desired - Skills

  • Canadian Securities Course (CSC) certification.
  • Background or exposure to Pension Plan accounts and / or Investments (e.g., administration of pooled funds, equities, settlement of trades, new fund purchases).
  • Investment knowledge or brokerage experience (e.g., previous experience at RBC or CIBC Wood Gundy).
  • Ability to work with legal documents and read client statement reports (e.g., trust agreements, custodial agreements, accounting type statements).

    • Associate (Client Service Rep) - Investments / Pension Plans - Duration

    13-month, starting immediately.

    Associate (Client Service Rep) - Investments / Pension Plans - Location

    Hybrid, 3 days a week in the office Mississauga. Full-time, 37.5 hours per week.