Customer Service Specialist

Permanent Full Time

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Reporting to the Associate Manager in Wealth Operations, you will be responsible for accurate and timely processing of financial and non-financial transactions for our clients’ segregated fund and guaranteed policies in support of our distribution partners

What you will do

• Processing transactions for segregated fund and guaranteed policies
• Reviewing transactions entered by MGA/Dealer offices
• Providing exceptional, professional, customer service to our internal and external customers
• Communicating with advisors’ requirements to turn “not in good order” trades into “in good order” trades
• Meeting service standards to minimize financial impact
• Handle various complex files and adjustments

What you will bring

• Excellent written communication skills
• Attention to detail
• Team player committed to achieving team objectives
• Self-motivated and enjoy a busy work environment
• Ability to meet strict daily deadlines
• Ability to organize and prioritize daily responsibilities
• Excellent keyboarding skills with minimal errors
• Knowledge of Investment types (RRSP, Non-Reg, TFSA, etc)
• FundServ, Unitrax, OnBase knowledge is an asset.
• Bilingual is an asset

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The base salary for this position is between $48,400 - $72,600 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.

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