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Client Support Admin and Servicing Rep

CanCap Group
Mississauga, CAN
Temporary
Entry · 1+ years experience
Hybrid
CAD 22-24 yearly / year
Discovered 5 days ago

Full Job Posting

What your day and week could look like

As a Client Support Administrator and Servicer, you will support Business Banking customers and clients directly with after-sales-related activities including Ad hoc administrative activities. The Client Support Administrator and Servicer works closely with the clients to gather appropriate documentation and information to fulfill the business requests, taking responsibility for the coordination and execution of client requests, providing relevant recommendations or, when appropriate, referring the client to the appropriate party, while acting as a key interface to internal partners.

Key Responsibilities

  • Validate applications for all Small Business banking, including but not limited to reviewing business documentation, validate customer information and ensure compliance with AML policies
  • Engage in client interactions via phone, email with customers and/or internal partners to coordinate and execute documentations related to new accounts, change to account information, signing authorities, GICs, credit documentation and cash management products
  • Support back-end applications from small business banking by reviewing and ensuring all documentation is in compliance with AML policies
  • Demonstrate service excellence by being knowledgeable, resourceful and professional during all client interactions and record servicing activities in appropriate tool(s) accurately.
  • Offer solutions, resolve and/or escalate client issues and concerns to leadership and/or appropriate parties without delays.
  • Build strong partnerships by working closely client groups/partners to ensure seamless customer experience
  • Accountable for accurately capturing and validating clients’ financial information, ensuring all documentation is completed in accordance with policies and procedures
  • Ensure that all internal interactions with clients reflect all standards, policies and procedures, including: Anti-money laundering, Reputational and Legal Risk, Code of Conduct, Risk Management, etc.

Operational Effectiveness

Protect our clients managing and minimizing exposures to risk by ensuring compliance with regulatory activities and guidelines, and by adhering to established policies, practices and procedures

What you bring to the role

1 year of experience in handling customer accounts

Strong administrative and customer service experience

Strong problem solving skills sufficient to address client and operational issues in a timely and effective manner

Strong influencing and negotiating skills to respond professionally to objections and offer resolutions

Organized and detail oriented to manage high volumes of information

Well-developed ability to multi-task

This role is a hybrid work structure, with 50% of your time spent in office and 50% working from home. This could change based on the needs of the business.

To be considered for employment you will need to successfully pass a criminal background check and validate your work experience.

Next Steps

Adding to our team is one of the important steps that happens in our business. We’ve taken time to be purposeful and thoughtful with this job posting. Please take time to do the same with your application. Help us understand how you see your work experience as relatable to this job posting. Help us understand how you would be a great addition to our team.

Diversity and Inclusion

The CanCap Group and our subsidiaries are an equal opportunity employers and value diversity. We are committed to building and evolving a team reflecting a variety of backgrounds, perspectives, and skills.

Candidates who possess the experience, skills, and qualifications outlined above will be contacted for next steps in the hiring process.

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