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Customer Service Specialist
3 months ago
Job Description:
Reporting to the Associate Manager, you will be responsible for the administration of Group Retirement Plans including RRSP, RPP, DPSP, TFSA, Investment Only and various non-registered products.
Accountabilities:
- Processing of bulk and single deposits;
- Handling of transfers between investment funds for client/member assets;
- Processing of cash withdrawals and transfers between registered plans from/to other financial institutions;
- Handling plan and member maintenance on GPAS;
- Handling various inquiries, telephone calls etc. from multiple audiences;
- Daily management of a block of business with focus on Client Relationships and Service;
- Fostering relationships with plan administrators, brokers, advisors and plan members;
- Handling sensitive and complex issues in a timely and accurate manner.
Qualifications and Competencies:
- Customer service focused with a positive can do attitude;
- Strong communication skills both written and verbal;
- Organized and able to work in a dynamic and changing environment;
- Selfmotivated with an ability to effectively multitask and be comfortable with tight deadlines; results oriented;
- Ability to instill quality in daytoday activities/processes;
- Strong interpersonal skills team player a must;
- Fluency in Microsoft Office tools including Word, Excel and Outlook;
Must be proficient in Excel;
- Knowledge of rules and regulations as they relate to GRS products an asset, but not required;
- Knowledge of investment/retirement arrangements and/or GRS business processes GRS an asset, but not required;
- Completion of Primer Retirement Course within first year of employment
- Bilingual French/English an asset.
Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.
You can be your best here. You're part of a diverse and inclusive workplace where your career and well-being are championed.
You'll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.
***Together, as part of a great team, you'll deliver on our shared purpose to improve the well-being of Canadians. It's our driving force. Become part of a strong and successful company that's trusted by millions of Canadians to do the right thing.- Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we're one of Canada's leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations._
- We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee _
- reach their potential._
**_
Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted_**.
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