
Client Services Liaison
1 day ago
We are seeking a highly skilled professional to serve as the primary point of contact for our pension plan members.
About the Role:- Respond to inquiries via telephone, portal, and email, providing exceptional service and guidance throughout the pension lifecycle.
- Guide members through their journey from plan enrollment to pensioner, offering real-time support and accurate information.
- Identify opportunities to refer members to internal partners for additional support, processing, or escalation, collaborating to facilitate timely resolutions.
- Stay up-to-date on management-provided information to ensure current knowledge levels and develop template responses for common member inquiries.
- Foster effective teamwork by participating in meetings and events, taking ownership of assigned workload, and contributing to a positive team environment.
- Proactively identify opportunities to add value, providing prompt and accurate information to support member decision-making.
- You possess a University degree and/or college diploma, or equivalent training, education, and experience.
- You have at least three years of experience in customer service, pensions, insurance, or finance.
- You demonstrate strong proficiency in both written and spoken English and French.
- You have a solid understanding of Canadian pension and tax legislation.
- You can adapt to changing environments and provide accurate information promptly, handling a wide range of client inquiries with ease.
This is an excellent opportunity for a motivated individual to make a meaningful impact in the lives of our members. If you are a detail-oriented professional with excellent communication skills, we encourage you to apply.
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