Client Service Specialist

**Job Description**:
Reporting to the Associate Manager, you will be responsible for the administration of Canada Life segregated funds and guaranteed savings policies. You will be a resource for our field partners, financial advisors, teammates, and the Client Service Centre; seeking to resolve questions and concerns.

**What you will do**
- Issuing and administering savings segregated fund and guaranteed policies
- Processing new deposits, redemptions and general administration for segregated funds and guaranteed policies
- Reviewing transactions entered by field partners, identifying errors, and communicating requirements for corrections
- Providing exceptional, professional, customer service to our internal and external customers
- Producing excellent quality by consistently achieving high audit results, processing with few errors; identify problems and provide possible
- Acknowledging all inquiries within 24 hours. Consistently meets admin services standards to minimize financial impact
- Reconciling accounting errors and adjusting policies as necessary
- Project involvement and miscellaneous duties as requested and/or required
- Understanding pension legislation and related products (RRSP, Non-Reg RRIF, LIF)

**What you will bring**
- Experience working with the Segregated Fund product, Guaranteed interest Option product knowledge is an asset
- Knowledge of Investment Centre and the Unitrax system; Strong computer skills
- In depth knowledge of processes and procedures for Canada Life including the structure of the distribution channel is an asset
- Strong proven attention to detail
- Pension legislation and related products (RRSP, Non-Reg RRIF, LIF) knowledge
- FundSERV knowledge is an asset
- Self-motivated, commitment to self-development and enjoy a challenging and demanding workload
- Excellent verbal and written communication skills
- Strong customer service skills
- Proven ability to learn and grasp new concepts
- Strong interpersonal skills and the ability to work in a team environment
- Able to deal with difficult situations; critical thinking
- Flexible, able to accept and drive change as required
- Able to work in ambiguous and unstructured situations

**Be your best at Canada Life

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 _
- has the opportunity to_
- reach their potential._

**_
Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted_**

LI-Hybrid