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Senior Associate, Asset Management

Req. #:  14456
Department: Asset Management 2
Location: Montreal, QC CA
Job Status: Temporary Full-time
Grade:  04
Category: Customer Service/Back Office
Description:

To provide timely, quality service to Retail Investment products including, Insurance savings, Insurance payout, Annuity and Mutual Fund customers, producers and field personnel. This includes issuing contracts, processing investments, changes, withdrawals, reinvestments, transfers, payments and responding to inquiries.

  • Administers all Individual Savings and Retirements products.
  • Ensures all financial and non-financial transactions with respect to client accounts are processed in a timely manner according to service, industry and regulatory standards.
  • Ensures integrity of client holdings and maintains client information in accordance with all legal & regulatory requirements.
  • Maintains specific knowledge regarding Non-Registered and Registered Products.
  • Validate transactions to ensure that quality and accuracy standards are met. Process any adjustments or corrections where applicable by keeping in mind the potential financial impacts (taxation, commission).
  • Takes ownership of customer requests and provides information and recommendations on policy related inquiries.
  • Supports other team members in providing quality customer service, with a focus toward continuous improvement and works in partnership with the Customer Service Centre to respond to clients’ needs that necessitated a “hand-off”.
  • Responds to client queries and requests in order to achieve our objective of Total Customer Satisfaction.
  • Continually enhances product, system and industry knowledge in order to maintain and improve our level of customer satisfaction.

REQUIREMENTS

  • Technical (college) degree, with a minimum of three (3) years of experience.
  • Good knowledge of Company’s Individual products (Saving Term, Saving Segregated Fund, Mutual Funds, PRRIF, GRRIF, Sovereign, Annuity).
  • Bilingual – French and English (written and spoken).
  • Attention to details.
  • Mutual Fund Operations (IFIC course) or Seg Fund (IFIC course) or Canadian Securities Course, an asset.
  • Loma ACS designation, an asset.

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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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