Provide great customer service by assisting with general questions, maintaining a positive environment, shop for customers by accurately filling their orders with quality products, scan products and process customer transactions accurately using debit, credit, cash and gift cards, contact customers to ensure order accuracy or to inquire about product substitutions.
Process and review financial transactions for segregated funds and guaranteed policies, providing exceptional customer service to internal and external stakeholders.
Compensation
The base salary for this position is between $48,400 - $72,600 annually.
Responsibilities
Process transactions for segregated fund and guaranteed policies
Review transactions entered by MGA/Dealer offices
Provide professional customer service to internal and external customers
Communicate with advisors to resolve trade issues
Meet service standards to minimize financial impact
Execute more complex transactions and overrides accurately, on time and in line with established guidelines/procedures while adhering to formal or informal Service Level Agreement(s) (SLAs)
Identify, document, and investigate processes/exceptions arising from transactions/processes beyond first level operations service delivery
Provide accurate and thorough analysis of key process drivers, root or systemic causes of cross functional operational issues, interpret findings and make recommendations
Coordinate with partners on key initiatives and may act as a project lead/subject matter expert for small-scale projects/initiatives in accordance with project management methodologies
Provide great customer service by assisting with general questions, maintaining a positive environment, shop for customers by accurately filling their orders, scan products and process customer transactions, contact customers to ensure order accuracy or inquire about product substitutions.
Responsibilities
Provide great customer service by assisting with general questions, maintaining a positive environment
Shop for customers by accurately filling their orders with quality products
Scan products and process customer transactions accurately using debit, credit, cash and gift cards
Contact customers to ensure order accuracy or to inquire about product substitutions
Provide great customer service by assisting with general questions, maintaining a positive environment, shop for customers by accurately filling their orders with quality products, scan products and process customer transactions accurately using debit, credit, cash and gift cards, contact customers to ensure order accuracy or to inquire about product substitutions
Provide great customer service by assisting with general questions, maintaining a positive environment, shop for customers by accurately filling their orders with quality products, scan products and process customer transactions, contact customers to ensure order accuracy or to inquire about product substitutions.
Customer Service SpecialistNewCanada Life (The Canada Life Assurance Company) · London, Canada