Senior Client Services Administrator

Posted:
9/6/2024, 2:28:59 AM

Location(s):
Ontario, Canada ⋅ Waterloo, Ontario, Canada

Experience Level(s):
Senior

Field(s):
Customer Success & Support

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

The Senior Administrator role is to handle client inquiries through direct contact and to provide service excellence to Plan Sponsors, Members and Advisors on the GRS Operations client admin function.  You will be required to handle day-to-day administration in a timely manner within service level standards.

Main Accountabilities:

  • Handle day-to-day administration of a block of business with various products in a timely manner within service level standards
  • Analyze and process transactions related to control accounts (suspense) daily to ensure they are current and accurate
  • Verify daily output and ensure corrections are completed on member accounts ( P & L)
  • Ensure all issues and complaints are escalated to the Client Service Specialist/Team Lead/Manager and are logged/acted on within 24 hours
  • Identify trends and patterns on inquiries/transactions to help optimize client efficiencies
  • Share client feedback or other issues with Client Service Specialist to improve processes and the relationship with the client
  • Track accurately all assigned work in the current management operating systems (ie: Changepoint, Ultera, visual boards)
  • Participate actively in team huddles/meetings and keep others informed and up-to-date
  • Strong initiative to ownership of work

Competencies:

  • Excellent PC skills, especially Excel
  • Accuracy and speed
  • Superior organization skills and the ability to multi-task
  • Ability to deal with high work volumes
  • Strong team player
  • Outstanding customer service skills
  • Excellent communication skills (both verbal and written)
  • Excellent interpersonal skills

Assets:

  • Must have knowledge of GRS products such as RRSPs, DCPPs, DPSPs, etc.
  • Knowledge of the GRS Global system, Ultera and Lotus Notes

The Base Pay range is for the primary location for which the job is posted.  It may vary depending on the work location of the successful candidate or other factors.  In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance.  Certain sales focused roles have sales incentive plans based on individual or group sales results. 

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to [email protected].

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Salary Range:

43,200/43 200 - 70,800/70 800

Job Category:

Customer Service / Operations

Posting End Date:

06/09/2024