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Client Portfolio and Service Representative

Req. #:  12393
Department: GS&R Client Service Management
Location: Montreal, QC CA
Job Status: Permanent Full-time
Grade:  4
Category: Customer Service/Back Office
Description:

Client Portfolio and Service Representative, Group Savings and Retirement

Downtown Montreal (metro Peel)

Permanent and temporary positions

 

About Standard Life

Standard Life is a major company with approximately 2,000 employees in Canada. The Company provides long-term savings, investment and insurance solutions to more than 1.4 million Canadians, including group insurance and retirement plan members.

Customer and employee satisfaction is at the core of what we do. We want to give our clients the best possible service and we firmly believe that, above and beyond the excellent products and solutions we offer, our primary strength is rooted in the well-being and professional development of our employees.

Your role

Reporting to the Team Leader, you will be in charge of a client portfolio in a working environment that includes customer service and administrative support. You will have to respond to requests from brokers and members and process forms related to contribution, cancellation and retirement requests (approximately 70% administrative duties and 30% client service).Working hours may vary from 8 a.m. to 8 p.m. and no weekend work or sales are required.

Our main building, which is located downtown, offers employees a complete gym at a very affordable price and a Presse Café restaurant with free Wi-Fi.  Our employees have free access to the building’s indoor parking on Saturdays and Sundays and we also offer a competitive salary.

Our permanent employees also receive a comprehensive benefits program (pension plan, group coverage and a share purchase program) and gain access to a reduced mortgage interest rate as soon they begin at Standard Life. In addition, we offer a corporate bonus program and a tuition fee reimbursement policy.

Your primary responsibilities

  • Establish and maintain good relations with internal and external clients and provide accurate information to clients based on product knowledge.
  • Respond professionally and accurately to questions and requests from internal and external clients regarding established methods.
  • Process all requests in a timely and effective manner by ensuring the files are updated and the appropriate solution was or will be found.
  • Find solutions for various client complaints and issues and send files to supervisors, when necessary.
  • Acquire and maintain a good understanding of the systems, services and products.
  • Generate reports and carry out various administrative duties.

Key Requirements

  • Diploma of Collegial Studies (DCS) or university degree.
  • Minimum of three (3) years of experience in a customer service role.
  • Knowledge of financial products or interest and motivation to learn more.
  • Bilingual –French and English (written and spoken).
  • Aptitude for listening, tact and ability to work in a team.

Only short-listed candidates will be contacted.

Standard Life Canada is committed to creating and maintaining an inclusive and accessible workplace. If you are contacted for an interview and require accommodation during the interviewing process please let us know. 

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Confidentiality of personal information
The personal information gathered on this website is considered strictly confidential and will be used exclusively for recruitment purposes by the Human Resources department at The Standard Life Assurance Company of Canada. Under no circumstances will this information be used for other purposes or forwarded to a third party without the candidate’s authorization.





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