Insight Global is seeking a Senior Service Representative to join the Payment Services Team at one of the top Canadian banks. The ideal candidate will have 2-3 years of experience as a service representative and possess knowledge of Registered Education Saving Plan (RESP) accounts. This individual will be responsible for checking and reconciling information and documentation to ensure accuracy and completeness. They must be knowledgeable about risks and regulatory requirements and demonstrate excellent customer service skills.
We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to
HR@insightglobal.com. The EEOC "Know Your Rights" Poster is available
here.
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2-3 years of relevant experience in registered and payment services or related fields
Knowledge of transfers and investments
Strong understanding of RESPs (Registered Education Saving Plans)
Familiarity with risk and regulatory requirements in the financial sector
Proficiency in PC skills (MS Word, Excel, PowerPoint)
Quick learner with a keen attention to detail
Excellent communication skills, comfortable interacting with clients and senior management
Bilingual (English and French)
Previous experience with a financial institution
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.