Client Service Processor-12 Month Temporary Full Time Contract

Reporting to the Associate Manager of Direct to Head Office (D2HO). The Client Service Processor will be responsible for the timely distribution of team paperwork, cheques and e-mails to Wealth, Life Client Services, and Quadrus team members.? The successful candidate will work closely with other teams. The Client Service Processor would be 100% in the London Head Office.  

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Accountabilities:  

• Triage incoming mail for the Wealth, Life Client Services, and Quadrus teams within time standards via OnBase 

• Work closely with other admin areas regarding inter-team paperwork 

• Assist with non-financial processing when required 

• Support small projects when necessary  

• Balance incoming cheques received through courier and Canada Post mail 

• Sending outbound mail  

• Manage the team shared e-mail boxes 

• Distribution of statements and cheque pull requests to the team 

• Responsible for workflow distribution on OnBase 

Qualifications and Competencies: 

• Excellent organizational skills 

• Analytical and detail oriented 

• Eagerness and ability to learn Unitrax and Investment Centre 

• On Base (imaging system) experience an asset  

• Working knowledge of Microsoft office products 

• Excellent written and verbal communication skills  

• Good interpersonal and team building skills 

• Demonstrated organizational and time management skills to manage multiple tasks and deadlines 

• Able to adapt quickly to changing priorities ? 

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The base salary for this position is between $37,000 - $50,100 annually.  This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc).  If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Be your best at Canada Life- Apply today!

Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.

You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.

Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.

Canada Life serves?the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations.?

We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee?has the opportunity to?reach their potential.?

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact talentacquisitioncanada@canadalife.com.

Canada Life?would like to thank all applicants, however only those who qualify for an interview will be contacted.

Apply now