Customer Service Specialist

Permanent Full Time

-

Group Retirement Services (GRS) Administration provides administration services for a variety of group products, including RRSP, RPP, DPSP, TFSA, Investment Only and various non-registered plan types. In this role you’ll contribute to the effective record-keeping and reporting for GRS customers. You must become proficient with the Group Pension Administration System (GPAS) and GRS processes.

Are you customer obsessed? Do you thrive in a fast-paced environment? Do you have a keen eye for detail, enjoy problem-solving and seek out technical challenges? The Customer Service Specialist role is suited to a technically minded, customer-first individual who thrives on building relationships and providing expert solutions.

Reporting to the Associate Manager, you will be accountable for:

• Handling plan and member maintenance on GPAS, including data updates, financial transactions, and reporting
• Handling various inquiries, telephone calls etc. from multiple audiences
• The daily management of a block of business
• Fostering relationships with plan administrators, brokers, advisors and plan members
• Handling sensitive and complex issues in a timely and accurate manner

Based on your assignment within GRS you will be specifically accountable for one or more of the following:

• End to end handling of death and marriage breakdown transactions (includes requirement gathering, communications, handling unusual situations and ultimately making payments to/on behalf of plan members)
• Standard and customized client reporting, including the completion of Annual Information Returns and responding to inquiries from external auditors
• End to end daily administration (including contribution processing, investment fund changes, payment of member benefits, basic reporting and supporting advisors and plan administrators.

Required competencies and behaviours:

• Strong analytical skills; ability to pursue solutions using documented processes and tools available
• Customer service focused with a positive can-do attitude
• Strong communication skills - both written and verbal
• Highly organized with the ability to prioritize and execute a large variety of work
• Strong interpersonal skills with the ability to work independently and as part of a larger team
• Self-motivated with an ability to effectively multi-task in a fast-paced environment to meet tight deadlines
• Strong research and analysis skills with the ability and desire to produce quality work
• Strong problem solver with the motivation to seek out answers independently in a changing environment
• Fluency in Microsoft Office tools including Word and Outlook
• Strong proficiency in Excel (with experience creating formulas, pivot tables, macros, v-look up’s etc.)
• Knowledge of investment/retirement arrangements and/or GRS business processes an asset
• Knowledge of rules and regulations as they relate to GRS products an asset
• Bilingual French/English an asset

-

The base salary for this position is between $XX,XXX - $XX,XXX annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Grow with Canada Life

We’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and each other. Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you!

What we offer:

We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:

• Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.

• Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.

• Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day.

• Financial Security: Company-matching pension plan, share ownership program and additional investment options.

• Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
• Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.

Learn more about Canada Life.

We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact [email protected]. All information provided will be handled in accordance with applicable laws and Canada Life policies.

Canada Lifewould like to thank all applicants, however only those who qualify for an interview will be contacted.

#LI-Hybrid