Client Services Operations Representative

RBCMississauga, ON
CA$40,000 - CA$60,000Onsite

About The Position

The Client Services Operations Representative role supports the overall RBC Purpose of helping clients thrive & communities prosper and enhances the overall client experience by providing accurate and timely processing on all service requests.

Requirements

  • Must have 3 to 5 years experience in a high volume customer service environment possessing a high degree of professionalism
  • Excellent time management, organizational skills and ability to manage workload to meet deadlines
  • Excellent communication skills (written & verbal)
  • Strong interpersonal & collaborative skills and the ability to work in a team environment
  • Strong attention to detail
  • Strong PC skills required including ability to trouble shoot problems
  • Strong working knowledge of our administration systems (including Ingenium, Passport, Bedrock, Broker and Career Capsil and ancillary applications)
  • Strong technical skills including the Microsoft office suite of products and Webex

Nice To Haves

  • College or University degree preferred
  • Bilingual in English and French is an asset
  • Sound decision making skills

Responsibilities

  • Deliver a superior and high quality customer service experience to our policyholders and Advisors and other key relationships.
  • Be agile and submit or support innovative ideas and process improvements to enhance the customer service experience.
  • Act on client requests for policy changes and/or information.
  • Take appropriate action on urgent and complex cases in accordance with the policy terms and company philosophy.
  • Accurately update our workflow tracking system and ensure all relevant documents are uploaded to the electronic policy file.
  • Possess a diverse knowledge of our products (Critical Illness, Disability, Long Term Care) and administration systems.
  • Administer policies in adherence to administration functionality and procedures as established in our SOP (standard operating procedures).
  • Handle and resolve complaints effectively.
  • Meet or exceed Team and Individual Service Level Agreements by effective prioritization of fluctuating workflows.
  • Prioritize and organize workload effectively to ensure time is utilized wisely and individual productivity is being met or exceeded.
  • Engage in cross training on all lines of business.
  • Support other team members by sharing knowledge and mentor to build confidence.

Benefits

  • flexible and modern benefits
  • competitive compensation
  • stock options
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