Member Service Associate

Working from Calgary, Member Service Associate (Call Centre Staff) fulfills the role of being the face of the organization to our customers. Our associates interact daily with a variety of our clients, constantly building strong relationships with corporate employers and their plan members. Our associates are focused on delivering the Link core values; Integrity, Transparency, Accountability and Reliability. We are searching for enthusiastic, conscientious individuals who believe in service excellence and have a passion for life long learning. This is an exciting challenge in a Start-up environment, and whether you have experience with employer sponsored financial wellness benefit plans or not, we are excited to hear from you!


  • Managing calls from corporate clients and plan members in employer sponsored group savings plans (CAP).
  • Taking ownership of inquiries and ensuring all questions or issues are resolved or escalated appropriately.
  • Following established rules that support compliance and audit requirements.
  • Addressing Plan Member needs and challenges while keeping other team members updated with ongoing requests and requirements.
  • Balancing operational results with service delivery in achieving daily benchmarks for call volume.
  • Participate in ongoing training to expand knowledge base.
  • Support miscellaneous tasks and projects as assigned.


  • Degree or diploma would be preferred but is not mandatory.
  • Fluency in English is a requirement; fluency in French (or another language) would be an asset.
  • Proven success with communication and customer service in a previous call centre (or similar) environment.
  • Familiarity with common financial concepts (RRSP, TFSA, ETFs, MER).
  • Competency with common technology and technical concepts.
  • Flexible availability to accommodate business needs; hours are Monday to Friday with a variety of shifts daily.
  • Effectively manages themselves during times of stress and acts as a leader by setting an example for others.
  • Demonstrated ability to learn new tools and technologies quickly and a commitment to ongoing learning and development.
  • Strong analytical, attention-to-detail, and problem-solving skills.
  • Comfortable in a fast-paced and constantly evolving environment.

To apply, contact
Financial Wellness Benefit Plans

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