Source Job

Canada

  • Accurately handle increasingly complex client service requests at initial point of contact using multiple administrative systems.
  • Dedication to maintaining service levels, quality, and productivity standards.
  • Support other business areas such as Call Centre, Distributor Services, and Technical Support.

Customer Service Bilingual (French/English) Organizational Skills Attention To Detail Microsoft Office

20 jobs similar to Investment Processing Services Representative

Jobs ranked by similarity.

Canada

  • Handle first notice of loss claims for non-complex auto and property insurance claims.
  • Explain claims processes and answer customer questions with empathy and clarity.
  • Maintain accurate claim files and coordinate with vendors and third parties.

The company provides auto and property insurance claims services. They foster an inclusive and diverse workplace culture with a focus on employee development and community involvement.

Canada 2w PTO

  • Provide bilingual (English/French) customer service support to patients and healthcare professionals via phone, chat, and email.
  • Handle inquiries related to diabetes, obesity, rare diseases, and cardiovascular health products.
  • Identify and document potential adverse events and product quality complaints in compliance with regulations.

Alphanumeric is a staffing and recruitment agency specializing in placing professionals in the pharmaceutical and healthcare sectors. They are currently hiring for a long-term contract role supporting a top global pharmaceutical company.

US

  • Assist customers via phone, email, chat, and social media to ensure a positive experience.
  • Resolve inquiries efficiently using multiple systems and take ownership until resolution.
  • Maintain product knowledge and meet service level agreements while providing accurate information.

We provide finance and insurance solutions for the automotive industry, offering vehicle protection plans. With over 60 years of experience, we serve thousands of dealerships and financial institutions across the U.S.

$20–$25/hr
US Unlimited PTO

  • Serve as the primary point of contact for client inquiries via phone, email, or chat, ensuring professional and efficient service.
  • Perform administrative tasks, maintain client records in agency management systems, and contribute to process improvements.
  • Handle inbound calls for sales and post-sales service, follow up on warm leads, and provide support to internal teams.

Trucordia is an insurance brokerage built on successful businesses across the U.S., offering exceptional experiences for clients and employees. With over 5,000 team members across 200 offices, they are a fast-growing company that values collaboration, leadership, and celebrating both individual and collective achievements.

$32,363–$56,701/yr
US

  • Provide customer support via phone, chat, SMS, email, and social media regarding policies, billing, and claims.
  • Handle complex inquiries including policy changes, payment processing, and escalated issues with accuracy.
  • Document interactions and maintain customer privacy while using critical thinking to resolve concerns.

Mercury Insurance is an insurance company dedicated to helping people reduce risk and overcome unexpected events for over 60 years. It is a midsize employer with a collaborative culture that values diversity, recognition, and professional growth.

Canada

  • Provide support and service to members across Canada via phone and email.
  • Effectively problem solve and contribute positively to a team environment.
  • Deliver the highest level of customer service in a flexible remote work environment.

Medavie is a national health solutions partner providing insurance, primary care, and emergency medical services that impact millions of lives in Canada. With over 8,000 professionals, they foster an award-winning culture focused on wellbeing, diversity, and inclusion.

Canada

  • Provide personalized investment guidance and virtual service to help clients achieve financial goals.
  • Recommend suitable investment solutions and achieve sales objectives while ensuring compliance.
  • Process transactions, analyze client issues, and maintain up-to-date knowledge of investment markets.

The partner company provides wealth management and investment services to clients across Canada. They are a financial services organization with a focus on client relationships and employee development, offering a supportive remote work environment.

Global

  • Respond to a high volume of customer inquiries with accuracy and professionalism.
  • Troubleshoot customer issues and escalate to relevant departments as needed.
  • Maintain composure and efficiency in fast-paced environments while completing administrative tasks.

Asset Living is a third-party property management firm founded in 1986, managing multifamily, single-family, and student housing properties across the US. The company is fast-growing, values diversity, and is recognized as a Best and Brightest Place to Work, fostering a culture of unity and growth.

US

  • Manage telephone, electronic, and face-to-face interactions professionally and efficiently.
  • Effectively present and discuss products and services to customers with integrity.
  • Focus on customer retention through first call resolution and enhance member experience.

Capital Blue Cross is a health insurance company providing medical, dental, and vision coverage. It is recognized as a top workplace in Pennsylvania and fosters a supportive culture with flexible work and growth opportunities.

North America

  • Respond to client inquiries about product offerings, licensing, and pricing while building rapport.
  • Pre-qualify leads for the sales team using Salesforce CRM.
  • Develop product expertise and support day-to-day activities with AI tools.

Caseware is a fintech company that has led the global audit and accounting software industry for over 30 years. With over 500,000 users across 130 countries and a collaborative, inclusive culture, we're growing with a recent strategic investment from Hg Capital.

Canada

  • Handle inbound calls and emails in both French and English, providing quotes and scheduling crews.
  • Process payments, manage rebooking, and follow up with clients using CRM tools.
  • Maintain a calm and empathetic demeanor under pressure while interacting with emotionally varied callers.

They are a family-run junk removal company that recycles or donates up to 95% of what they collect. They are a small, local business with a culture of genuine care for customers and the environment.

Canada 2w PTO

  • Respond to customer inquiries about telecommunication plans and services.
  • Assist clients with products and issues, review accounts, and assess needs.
  • Resolve complaints, recommend solutions, and schedule appointments as needed.

New Era Technology securely connects people, places, and information with end-to-end technology solutions at scale. With a global team of over 3,000 professionals, they prioritize a team-oriented culture that values personal and professional development.

US

  • Field customer inquiries and respond to varying questions, issues, and concerns in innovative ways.
  • Connect with customers via phone, email, chat, and/or social media to resolve their questions or concerns.
  • Calmly resolve and de-escalate issues while tracking call information for auditing and reporting purposes.

TP is a leading global provider of digital business services, partnering with the world's most prominent brands to optimize operations through advanced technology and sustainable business practices. With a global workforce of 500,000 across 300 languages, they are a force for good in their communities and for their clients.

Quebec 3w PTO

  • Respond quickly to customer requests via phone, email, or videoconference, providing invoice clarification and guidance on MYLE billing and payment platforms.
  • Understand and identify the source of customer problems and propose adapted solutions, collaborating with team members to resolve tickets.
  • Escalate tickets according to complexity and ensure high customer satisfaction.

MEDFAR Clinical Solutions revolutionizes healthcare with the MYLE Integrated Care platform, the first web-based EMR in Quebec. Trusted by 15,000 healthcare professionals daily, the company impacts over 20 million patients and was recognized on Deloitte's Fast50 and Fast500 lists, with a culture focused on transparency, collaboration, and innovation.

Canada 4w PTO

  • Answer inbound calls in English and French for luxury hotel reservations.
  • Listen actively to understand guest needs and recommend ideal room or package.
  • Bring warmth and creativity to every interaction by tailoring recommendations.

Accor is a global hospitality company operating luxury hotels and reservation services. The company fosters a diverse and inclusive culture with a passionate team of well-travelled professionals.

4w PTO

  • Engage with guests to handle reservations for luxury hotel brands globally, listening actively to recommend premium options.
  • Use creativity and empathy to personalize each interaction, creating memorable luxury experiences.
  • Support responsible hospitality practices while working in a remote role with occasional onsite training.

Accor Global Reservation Centre has been part of Moncton’s growth for over 30 years, recognized as a local employer of choice. They pioneer responsible hospitality with a diverse, multicultural team and a welcoming culture that fosters community involvement and employee growth.

Canada

  • Deliver exceptional customer service by identifying banking needs and providing accurate guidance on EQ Bank's products.
  • Handle large volumes of inbound calls and chats while meeting service standards and resolution SLAs.
  • Own the digital onboarding experience, resolve issues, and escalate complaints to ensure a seamless customer journey.

EQ Bank is a challenger bank serving nearly 4 million Canadians with a wide variety of financial services. We've been challenging traditional banking since 1970 with a culture of curiosity, agility, and empowerment.

Costa Rica

  • Assist customers with their needs and resolve inquiries via phone, chat, and email.
  • Document technical issues and maintain detailed interaction records for future reference.
  • Proactively resolve concerns to drive satisfaction and foster long-term loyalty.

Qualfon helps people pursue their total vocation and create career opportunities. It is a values-driven organization with programs like Qualfon University and free access to learning platforms, supporting employees' growth.

$31,100–$58,500/yr
US

  • Serve as the primary point of contact for clients regarding premium audit inquiries, handling phone and email communications with clear and accurate information.
  • Coordinate communication between clients and the audit team to ensure smooth processes, including scheduling appointments and gathering documentation.
  • Maintain accurate records, prepare audit reports, and identify process improvements to enhance client interactions and service delivery.

Crum & Forster provides specialty and standard commercial lines insurance products through admitted and surplus lines companies. With over 2,000 employees across the U.S., the company is recognized for its superior customer service and has earned a Great Place to Work Award for its employee-first focus.

Canada 6w PTO

  • Manage a portfolio of key accounts and support the development and execution of account plans.
  • Build and maintain strong relationships with account stakeholders at all levels.
  • Coordinate with internal teams to execute commercial strategies and drive sales growth.

The company supports the growth and development of retail and commercial accounts in the Canadian market. It fosters a collaborative environment with cross-functional teamwork and values a proactive, relationship-driven approach.