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
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 & Tools
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