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Client Service Processor, temporary 12-month contract

  • London, ON, Canada

The base salary for this position is between $36,900 - $49,800 annually.

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Job details

Pay
The base salary for this position is between $36,900 - $49,800 annually.
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Posting language
English
Posted

Original job description

Temporary Full Time

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We are looking for a Client Service Processor.

The position will be responsible for the timely digital distribution of documents, cheques and emails to the Quadrus team members. The successful candidate will work closely with other teams within Wealth Management.

What you will do  

  • Triage incoming digital mail and faxes for the wealth teams within time standards
  • Work closely with other admin areas regarding inter-team paperwork
  • Assist with non-financial processing when required, while meeting service standard deadlines.
  • Participate in team meetings to discuss efficiencies and work on improving processes.
  • Provide support for small projects, as required
  • Monitor and manage the team shared email boxes
  • Responsible for workflow distribution on new imaging system (enhanced computer skills are necessary)

What you will bring  

  • Excellent organizational skills
  • Analytical and detail oriented
  • On Base (imaging system) experience an asset
  • Working knowledge of Microsoft office products
  • Excellent written and verbal communication skills
  • Good interpersonal and team building skills
  • Demonstrated organizational and time management skills to manage multiple tasks and deadlines
  • Able to adapt quickly to changing priorities
  • As this position is posted in several locations, we specify that bilingualism is an asset (fluent in French and English) but is required for Quebec only as the position will regularly serve our clients with French and English-speaking needs

This position will be located in the London head office.

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The base salary for this position is between $36,900 - $49,800 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Grow with Canada Life 

We’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.  

We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and each other. Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you! 

What we offer:

We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:

  • Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement. 
  • Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being. 
  • Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day.  
  • Financial Security: Company-matching pension plan, share ownership program and additional investment options. 
  • Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!  
  • Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.  

Learn more about Canada Life.  

We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact  talentacquisitioncanada@canadalife.com. All information provided will be handled in accordance with applicable laws and Canada Life policies.  

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted. 

More about this job

Responsibilities

Distribute digital documents, cheques, and emails to Wealth Management team members, triaging incoming mail and faxes and managing shared inboxes and workflow on a new imaging system. Support non-financial processing, inter-team paperwork, small projects, and process improvement while meeting service deadlines.

Requirements

Candidates should have strong organizational, analytical, and detail-oriented skills, working knowledge of Microsoft Office, and excellent written and verbal communication abilities. OnBase experience is an asset; candidates should also be able to manage multiple deadlines, work well with others, and adapt quickly to changing priorities.

Skills

  • Organization
  • Analytical Skills
  • Attention to Detail
  • OnBase Imaging System
  • Microsoft Office
  • Written Communication
  • Verbal Communication
  • Interpersonal Skills
  • Teamwork
  • Time Management
  • Multitasking
  • Adaptability
  • Digital Mail Triage
  • Workflow Distribution
  • Document Processing

Benefits

  • Career Advancement Opportunities
  • Education Reimbursement
  • Health Benefits
  • Dental Benefits
  • Mental Health Benefit
  • Vacation
  • Personal Days
  • Volunteer Day
  • Company-Matching Pension Plan
  • Share Ownership Program
  • Employee Discounts
  • Employee Recognition Programs
  • Mentorship Programs

Visa sponsorship

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Categories

  • Administrative
  • Customer Service & Support
  • Finance & Accounting

Keywords

  • Wealth Management
  • Client Service
  • Digital Mail
  • Fax Triage
  • Document Distribution
  • Cheque Distribution
  • Email Distribution
  • Non-Financial Processing
  • Inter-Team Paperwork
  • Shared Email Inboxes
  • Workflow Distribution
  • OnBase
  • Imaging System
  • Microsoft Office
  • Process Improvement
  • Service Standards
  • Project Support
  • Organizational Skills
  • Analytical Skills
  • Attention to Detail
  • Written Communication
  • Verbal Communication
  • Teamwork
  • Time Management
  • Multitasking
  • Adaptability

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