Missing Client Coordinator

  • Company:
  • Location:
  • Salary:
    negotiable / monthly
  • Job type:
  • Posted:
    3 months ago
  • Category:
    Admin / Office

The Missing Client Coordinator will provide support to administration teams within Individual Customer, by handling returned mail and completing the necessary steps in an effort to locate missing clients.The incumbent must be detail oriented; take initiative; adaptable; remain focused; work independently and exercise discretion while managing confidential information. Accountabilities:Handle returned mail for all of Wealth Management Operations and Individual InsuranceLocating updated address information for each missing client by reviewing files/system for updated detailsUsing information from the file to call clients for updated informationContacting advisors for updated client contact informationUsing available search engines and online tools to locate updated address informationSearch obituaries to identify any client related deathsSend letters to clients on potential matches to confirm correct client and addressHandle sending and receiving files for CleanlistWorking closely with Admin teams within Wealth and Insurance regarding updated information found for a clientKnowledge of Wealth and Insurance systems would be an assetQualifications and Competencies:Excellent analytical skills and high attention to detailSelf-starter with the ability to work independently, as well as, part of a teamExcellent interpersonal and communication skills, both written and verbalDemonstrated strong organizational capabilities with the ability to handle multiple priorities and fluctuating workloads Demonstrated customer service mindsetAbility to build and manage trusting relationships with all business partnersDemonstrated business professionalism, respect for confidentiality and appropriate handling of sensitive informationMicrosoft Office Skills (Excel, Word)Discover your opportunity….Apply today!Great-West Life offers competitive compensation, great benefits such as medical, dental, life insurance, wellness account and personal days not to mention onsite cafeteria and fitness facilities. If you’d like to join our team submit your information online and introduce yourself.Together Great-West Life, London Life and Canada Life serve 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.Great-West Lifeco would like to thank all applicants, however only those who qualify for an interview will be contacted.