Canada Life

Customer Service Specialist

Canada Life

full-time

Posted on:

Location Type: Hybrid

Location: Toronto • 🇨🇦 Canada

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Salary

💰 CA$50,900 - CA$76,400 per year

Job Level

Mid-LevelSenior

About the role

  • Responsible for the administration of Group Retirement Plans including RRSP, RPP, DPSP, TFSA, Investment Only and various non-registered products
  • Provide investment/plan recordkeeping and client reporting
  • 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

Requirements

  • 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
  • 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
Benefits
  • Inclusive and accessible environment
  • Opportunity to excel in your way
  • Professional development opportunities

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
investment recordkeepingclient reportingbulk deposits processingsingle deposits processingcash withdrawals processingtransfers processingplan maintenanceGRS business processesknowledge of GRS products
Soft skills
customer servicestrong communicationorganizational skillsself-motivatedmulti-taskingresults orientedquality instillationinterpersonal skillsteam playerpositive attitude