iA Groupe financier / iA Financial Group Looking for Client Relations Specialist at Quebec City, QC Full Time

Remote Work, Work from home / Call Centre, Customer Service / Permanent, Full time / Toronto, Montreal or Quebec

Purpose and Accountability

Our clients’ and partners’ needs matter to you? You have a positive attitude towards problem solving and teamwork? You master our products and administrative procedures? Here is a great opportunity within the Client Relations Team!

The incumbent must work well under pressure and effectively deal with all clients. Communication must be clear so that clients receive accurate and value added service from our department. Knowledge of the IA products and the applicable legislative rules are required. The incumbents are expected to work as a team.

Main responsibilities

Telephone Calls

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  Respond to telephone calls from clients and advisors.
  

• Must be able to accurately answer questions on products with full understanding of the contract and administrative provisions, transactions, tax rules and how they apply to a contract.

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  Make decisions to facilitate the client’s request- such as escalations for transactions, waving administrations fees, mailing of cheques.

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  Resolve complaints from clients- within the guidelines provided.

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  Focus on building and maintaining excellent relationships with our clients and partners.
  

Problem Solving

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  The CRS is empowered to assist clients to ensure a positive experience when dealing with our Company. Provide 1st line resolution to problems or know when and how to follow up with other internal staff for resolutions.
  

Process Changes

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  Update basic information received from clients, such as address changes, PAC, name corrections, add notes and follow ups for special handling. Use of the Workflow system to document and submit change requests are required.

Skills sought

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  Excellent verbal and written communication;

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  Excellent ability to pass on knowledge;

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  Autonomy and excellent judgement;

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  Analytical skills with attention to detail;

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  Sense of priorities;

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  Good stress management;

Requirements

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  College degree with specialization (professional degree) and 2-3 years of relevant experience;

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  Excellent knowledge of saving products and administrative procedures

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  Stellar training, ACS course (an asset)

iA Financial Group is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please contact us here. Someone from our team will be happy to assist you.