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Customer Service Specialist

4645306

Winnipeg, MB

3 days ago

25 - 33 CAD

Canada Life


Job Description

Permanent Full Time-We are looking for a Customer Service Specialist. Reporting to the Associate Manager, Administration, you will be responsible for the administration of Group Retirement Plans including RRSP, RPP, DPSP, TFSA, Investment Only and various non-registered products. You'll provide investment/plan recordkeeping and client reporting. You must become familiar with the Group Pension Administration System (GPAS) and all GRS processes.What you will doProcessing of bulk and single depositsHandling of transfers between investment funds for client/member assetsProcessing of cash withdrawals and transfers between registered plans from/to other financial institutionsHandling plan and member maintenance on GPASHandling various inquiries, telephone calls etc. from multiple audiencesDaily management of a block of businessFostering relationships with plan administrators, brokers, advisors and plan membersHandling sensitive and complex issues in a timely and accurate mannerWhat you will bringCustomer service focused with a positive can do attitudeStrong communication skills - both written and verbalOrganized and able to work in a dynamic and changing environmentSelf-motivated with an ability to effectively multi-task and be comfortable with tight deadlines; results orientedAbility to instill quality in day-to-day activities/processesStrong interpersonal skills - team player a mustFluency in Microsoft Office tools including Word, Excel and OutlookMust be proficient in ExcelKnowledge of rules and regulations as they relate to GRS products an asset, but not requiredKnowledge of investment/retirement arrangements and/or GRS business processes GRS an asset, but not requiredBilingual French/English an assetReliability 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 website-The base salary for this position is between $43,800 - $65,700 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.Be your best at Canada Life- Apply today!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.It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact talentacquisitioncanada@canadalife.com.Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.#LI-HybridRequisition ID: 1413Category: Customer Service and AdministrationLocation:Winnipeg, MBDate: Jul 17, 2024If you are not finding suitable opportunities now, please click below to join our talent community!Canada Life


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