Client Support Representative

The Opportunity: 

We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy.  That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enable our team to thrive and to live our purpose.  The best part is that you will work with people who care passionately about you, our clients, and our communities. 

The Client Support role provides clerical and administrative support to the agency including greeting clients, accepting payments, and answering and placing phone calls. Use existing systems to complete daily work activities as required and provide support to agency staff within the office environment.

How you will create impact: 

• Greet clients and direct them to the appropriate agency staff.
• Act as primary telephone contact by receiving, redirecting callers, and managing voicemail.
• Obtain, verify, and record client information as required.
• Monitor incoming email and daily work lists and distribute them appropriately.
• Proactively contact clients for numerous follow-up activities.
• Accept, process, and deposit all payments.
• Provide a full range of administrative support services including filing, faxing, photocopying, incoming/outgoing mail, courier service, order/purchase supplies, and other support as required.

 How you will succeed: 

• You influence change and are committed to continuous improvement, in order to exceed client expectations. 
• You leverage critical thinking skills to identify problems and proactively propose solutions.
• Your strong communication skills allow you to clearly convey messages. 
• You’re an effective team player who shares knowledge to support your peers.

To join our team: 

• Administrative Assistant program or administrative experience is an asset.
• A General Insurance License may be required.
• Customer service experience or related business experience is preferred.

What you need to know:

•  You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.