Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.
The Customer Assistance team is accountable to answer internal inbound calls regarding billing and payment inquiries from the Sales and Service Team. Calls often require the ability to troubleshoot by evaluating payment history and reviewing online invoices.
What you will achieve in this role:
The team processes all payments, refunds and collections for the insurance business. Delinquency and Collections processes include creating and validating delinquency letters, preparing registered letters and outbound calls to customers to reschedule payments. Refunds or credits to clients may be system issued or by cheque. Transnational work is typically distributed via email or shared folders. Operations Officers are required to retrieve, complete and track all daily work activities.
What you will bring to this role:
- Able to communicate with clients (written and verbal communication skills)
- Attention to detail - verifying amounts for clients
- Flexible - open to change
- Phone experience - in any industry, 1+ years
- Customer service experience - 1+ years
- Able to handle difficult conversations
- Time management
We thank you for your interest in the position, however, only those who are qualified will be contacted
Inclusion and Equal Opportunity Employment
Our client is an equal opportunity employer committed to diversity and inclusion; creating an inclusive environment where all team members and clients feel like they belong. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, Aboriginal/Native American status or any other legally-protected factors. We seek applicants with a wide range of abilities, and we provide an accessible candidate experience; accommodations during the application process are available upon request.