Client Services Assistant - Cheque Disbursement Unit (Contract)

Summary

Deliver superior service and experience with every interaction to the Company’s clients consistent with the objectives of the Division. Give prompt and accurate information, processing financial transactions and policy changes speedily and accurately.

Responsibilities

• • Greet and assist clients collecting disbursement cheques.
• • Disburse cheques to clients ensuring that proper identification checks are done.
• • Sort and update workforce management tool (P360) with cheque details prior to distributing to Branches.
• • Maintain control of uncollected/stale-dated cheques.
• • Process stamp duty requisitions monthly to ensure compliance with regulations.
• • Review, sort, compile and return all disbursement forms as per standards.
• • Assist with the processing of policy changes via Process 360 and provide feedback to internal /external clients as appropriate.
• • Liaise with clients or Financial Advisors where the standard requirements are not satisfied.
• • Perform other job-related duties assigned from time to time.

Required Skills

• • Excellent attitude to client service and teamwork.
• • Ability to communicate effectively both orally and in writing.
• • Demonstrable persuasiveness, empathy and tact.
• • Sound knowledge of computer software packages including word processing and spreadsheet applications.

Qualifications

• • Minimum of a Diploma in Business Management Studies or equivalent qualifications from a recognized tertiary institution.
• • Successful completion of AHIP courses Parts A & B.
• • At least two (2) years of Client Relations experience.

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