Working at Heritage Education Funds Inc.

If you're success-oriented, with an eye toward the future, consider the opportunities, advantages and rewards that a career at Heritage Education Funds offers:

  • A corporate culture that encourages open communication, teamwork and achievement

  • Opportunities to grow and develop within the organization

  • Competitive benefits and a variety of employee support services

  • A wealth-management product unique to our industry

  • To learn more about Heritage please go to About Heritage

 

Current Career Postings

For more information please email our HR department.

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Position Title: Bilingual Customer Service Representative

Position Status: Full-time

Start Date: Immediately

Heritage Education Funds Inc. is one of Canada's premier providers of Registered Education Savings Plans. With assets over $2 billion, the company offers some of Canada's highest-performing, safest and most flexible RESP products. Headquartered in Toronto, the company employs over 100 people and has relationships with more than 2,400 sales representatives across the country.

Position: 

HEFI currently has a job opportunity for French Bilingual Customer Service Representatives to work in our Contact Centre.  We are looking for energetic and reliable individuals who demonstrate eagerness to learn about our industry and to deliver premium Customer Service to HEFI Subscribers and Beneficiaries. The candidates will be responsible forhandling calls from Heritage Plan Subscribers and Beneficiaries, providing information on programs, doing minor investigations, as well as various other tasks as assigned. This position will report to the Manager, Customer Service. 

 

What we are looking for:

You must have/be:         

  • Excellent communication/interpersonal skills in French and English or (written and verbal)
  • An aptitude for numbers and performing basic calculations
  • Positive attitude and adaptable to change
  • Excellent conflict resolution skills to determine a win-win solution
  • Ability to proactively identify a problem and effect a solution
  • Ability to work in a fast paced environment
  • Reliable and punctual
  • Good organizational skills
  • Ability to work independently as well as part of a team

 

Major Responsibilities:

  • Deliver premium Customer Service to Subscribers and Beneficiaries
  • Respond to calls with a sense of urgency by keeping within the existing Service Standards
  • Provide administrative support by inputting personal information changes
  • Implement a solution for requests and minor investigations
  • Provide and evaluate "front line" information to determine when critical information should be forwarded to appropriate area or Manager
  •  Keep Marketing Group, Customer Service Representatives and Manager informed of daily trends/analysis/red flags.
  •  Provide Customers with information regarding their Contract, Statement of Accounts and the Scholarship process as well as other Plan details
  •  Proactively identify how to make processes more efficient
  • Other duties as assigned by Team Lead or Manager

 

To apply, please forward your cover letter and resume to hr@heritagefunds.ca