Financial Services Representative / Représentant des services financiers

at  ADP

The Financial Services Call Centre is responsible for all Client facing aspects related to the servicing of our ADP Canada Money Movement product. Administering approximately 100,000 calls annually (both inbound and outbound). The inbound calls pertain to banking and company level tax inquiries. The outbound calls pertain to client follow up regarding outstanding service requests. They also manage any Admin Fee Credit requests and provide support for Employment Verification Services regarding onboarding and live client service.
The Financial Services Representative (FSR) is responsible for handling internal and external requests related to banking and company level tax inquiries in a centralized call centre environment, with the inbound component comprising roughly ¾ of the potential call volume. The FSR is expected to provide service excellence to both internal and external clients by processing requests accurately and professionally in adherence with ADP/Government Agency/Financial Partners’ outlined policies.

EDUCATION:

• Post Secondary Education Preferred or equivalent business experience

• Own the client experience, seek to provide a one-call resolution
• Coordinate client/internal requests for exceptions to payroll (i.e. stop payments on cheques/recalls on direct deposits).
• Respond to client/internal inquiries regarding employees that did not get paid and debits/credits to client’s account from ADP.
• Coordinate client/internal requests for tax adjustments and changing tax business numbers, rates or frequencies.
• Respond to client/internal inquiries regarding notices from tax authorities.
• Collaborate within the call centre to ensure KPIs are maintained/exceeded while providing service excellence and an effortless client experience.
• Resolve/escalate as required any emergency banking or company level tax situations (i.e. best effort employee direct deposit recalls, accelerated employer refunds, NSF payrolls, etc).
• Complete Admin Fee Credit requests in a timely manner.
• Continually monitor and remain current on organizational/department initiatives/issues as they pertain to the business unit by attending and participating in ADP Projects, committees, meetings and presentations.