Customer Service Specialist
Canada Life is a leading insurer serving the financial security needs of millions of Canadians. The Customer Service Specialist will be responsible for the administration of Group Retirement Plans and providing investment/plan recordkeeping and client reporting.
Responsibilities
- 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
- Fostering relationships with plan administrators, brokers, advisors and plan members
- Handling sensitive and complex issues in a timely and accurate manner
Skills
- 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
- Self-motivated with an ability to effectively multi-task and be comfortable with tight deadlines; results oriented
- Ability to instill quality in day-to-day activities/processes
- Strong interpersonal skills - team player a must
- Fluency in Microsoft Office tools including Word, Excel and Outlook
- Must be proficient in Excel
- Reliability Status security clearance - this is a personnel security status that is required before an employee can gain access to Protected B information, assets or work sites as outlined by the Government of Canada website
- 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
- Bilingual French/English an asset
Company Overview