Representative, Membership Services

Job summary

The role involves delivering high-quality client service by managing financial transactions, status changes, and membership inquiries for licensees and stakeholders. It also requires collaborating with internal departments to maintain accurate member databases and ensure compliance with accounting procedures.

Job details

The role involves delivering high-quality client service by managing financial transactions, status changes, and membership inquiries for licensees and stakeholders. It also requires collaborating with internal departments to maintain accurate member databases and ensure compliance with accounting procedures. Candidates must have a 2-year college program in Business, Accounting, or a related discipline. A minimum of 2 years of experience in a high-volume call center, preferably within the financial services industry, is required.

What you’ll do

The role involves delivering high-quality client service by managing financial transactions, status changes, and membership inquiries for licensees and stakeholders. It also requires collaborating with internal departments to maintain accurate member databases and ensure compliance with accounting procedures.

Requirements

Candidates must have a 2-year college program in Business, Accounting, or a related discipline. A minimum of 2 years of experience in a high-volume call center, preferably within the financial services industry, is required.

Benefits

• Defined contribution pension plan
• Health benefits plan
• Dental benefits plan
• Employee and Family Assistance Plan (EFAP)
• Professional learning and development

Listed skills

• Customer service · Preferred
• Administrative Support · Preferred
• Data entry · Preferred
• Microsoft Office Suite · Preferred
• SharePoint · Preferred
• Problem solving · Preferred
• Communication Skills · Preferred
• interpersonal skills · Preferred
• Multitasking · Preferred
• Attention to detail · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Customer service
• Financial transactions
• Administrative support
• Data entry
• Microsoft Office Suite
• Microsoft Dynamics
• SharePoint
• Analytical skills
• Problem-solving
• Communication skills
• Mathematical acumen
• Accounting principles
• Interpersonal skills
• Multitasking
• Attention to detail

Job areas

• Customer Service & Support
• Finance & Accounting
• Administrative
• Legal
• Government & Public Sector

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