Service Associate

  • Category
    Office, clerical & administrative - Administration
  • Job type
  • Location
    Waterloo, Ontario

Our client and Insurance Company located in Waterloo is seeking a Customer Service Representative. The Customer Service Representative will be responsible for managing inquiries, communications (telephone and written responses) and processing for all deposit products and distribution channels. The Customer Service Representative will work will work closely with Financial advisors and their clients, to facilitate non-routine transactions. The Customer Service Representative role pays $17.25 per hour and is a 7-month contract.


Customer Service Representative Responsibilities:

  • Accountable for all not in good order (NIGO) and Complex transactions for in force deposit accounts while working within prescribed accuracy, productivity and service level agreements (SLAs). This includes accounts (both individual & business), Estates, TFSAs, RRSPs, mortgages & GICs
  • Respond to all inquiries from advisors, back office and client interactions for file requirements, facilitating the situation until resolution. Relationship management is key, through communication and responses to advisors and firm back offices on file requirements. Decision making empowerment is expected in situations where advisors request exceptions, and the incumbents are also accountable to propose alternate solutions where available
  • Follow AML guidelines and ensure enhanced due diligence is applied for Related Parties, Politically Exposed People, and High-Risk clients, Bank regulations and CPA guidelines
  •  Participate in Operational Risk Reviews for the functions within Deposit Admin and support in the implementation of action plans to address areas of risk
  • Processing in-force transactions for deposits, investments and loans

Customer Service Representative Qualifications:

  • Excellent customer service and communication skills (written and verbal) and excellent influence skills
  • Ability to build and maintain relationships while focusing on professionalism
  • Excellent problem solving, analytical, judgment and decision-making skills
  • Ability to work effectively within a team in multiple geographic locations
  • Ability to work independently or within the team dynamics
  • Ability to thrive in a fast paced, structured and ever-changing environment
  • Effective time management and ability to multi task, organize and prioritize
  • Flexibility to work overtime during peak seasons and in high volume situations
  • Customer Service skills both verbal and written, flexibility to work in a fast-paced environment


  • Apply with Adecco

Reference number CA_EN_1_026602_12086853

Accommodation will be provided in all parts of the hiring process as required under Adecco’s Employment Accommodation policy. Applicants will need to make their needs known in advance to their Adecco representative.

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