Bilingual Customer Service Representative - Pension Administration

TELUS Health; Halifax; On-site; CAD 35,000 - 45,000; Full time

Job summary

A leading health provider in Halifax is seeking a Bilingual Customer Service Representative to assist clients with pension administration. You will guide plan members through important financial decisions, ensuring their pension benefits are managed accurately and with empathy. Ideal candidates have strong bilingual communication skills and experience in customer service. This full-time role offers opportunities for professional growth within a supportive team environment.

Qualifications

• Strong written and oral communication skills in both English and French.
• 1-2 years of experience in a customer-focused role, preferably in the pension industry.
• Foundational understanding of provincial pension and tax legislation.

Responsibilities

• Respond to inquiries with empathy and expertise.
• Assist with processing retirement termination purchases and interfund transfers.
• Maintain accurate tracking systems on member interactions.

Skills

Bilingual excellence

Customer service expertise

Problem-solving skills

Organizational excellence

Multitasking mastery

Education

Relevant university degree

Tools

Customer service software

Pension administration software

Job description

TELUS Health is empowering every person to live their healthiest life. Guided by our vision we are leveraging the power of our leading edge technology and focusing on the uniqueness of each individual to create the future of health. As a global-leading health and well-being provider encompassing physical mental and financial health TELUS Health is improving health outcomes for consumers patients healthcare professionals employers and employees.

TELUS Health Retirement Consulting practice brings over 60 years of experience and innovative thought leadership to pension & savings actuarial compensation and overall financial well-being consulting and purpose is to improve the financial wellbeing of individuals and the organizational resilience of employers and fiduciaries. We are also one of the largest pension plan administrators in Canada serving over five million plan participants. We are a diverse organization with unparalleled capabilities for our clients and their people.

Join our fantastic team of Defined Benefits (DB) Administration specialists in Retirement Consulting. We are proud to have experts located across the country who are passionate about assisting our clients in improving the financial well-being of their plan members. Our primary focus is administering DB pension plans and we offer a wide range of service models to ensure that we meet the unique needs of each client. If you are looking for a rewarding opportunity to make a positive impact on plan members financial well-being this is the perfect role for you!

Heres the impact youll make and what well accomplish together

As a Bilingual Customer Service Representative in Pension Administration youll be the trusted voice that guides plan members through some of their most important financial decisions. Your expertise will directly impact members retirement security by ensuring their pension benefits are managed

accurately and efficiently. Youll help demystify complex pension processes provide peace of mindthrough clear communication and contribute to TELUS Healths mission of improving healthoutcomes - including financial health - for all Canadians.

What youll do

Be the helpful voice members and clients rely on. This is the primary responsibility of the role and is accomplished by responding to inquiries (live calls voicemails and electronic communications) with empathy and expertise

Champion member experience by assisting with processing and explaining retirement termination purchases of service and interfund transfers packages with precision and care

Drive accuracy through maintaining tracking systems with accurate and detailed logs on member interactions and by ensuring our client teams inboxes are well managed and members inquiries are processed in a timely and complete manner

Deliver insights that matter through regular and ad hoc reporting that helps consultants and clients make informed decisions

Ensure data integrity by entering updating and auditing information while performing quality checks on all transactions

Build strategic partnerships by liaising with consultants trust companies and investment managers to optimize client outcomes

Stay ahead of the curve by keeping current with pension tax and securities legislation changes

Grow your expertise through continuous learning opportunities and internal training sessions

Exceed expectations by maintaining quality control and service standards that reflect TELUSHealths commitment to excellence

Think like a client by understanding their perspective and priorities in every interaction

Provide seamless support as backup for inbound member and client calls

Contribute to innovation by participating in special projects that enhance our service delivery

You have...

Bilingual excellence with strong written and oral communication skills in both English and French

Educational foundation with a relevant university degree

Customer service expertise with 1-2 years of experience in a customer-focused role preferably in the pension industry

Industry knowledge including foundational understanding of provincial pension and tax legislation

Analytical mindset with excellent problem-solving skills and professional acumen

Initiative and drive with a genuine desire to help clients find solutions

Organizational excellence with strong communication and time management abilities

Multitasking mastery with the ability to manage multiple assignments effectively

What you bring...

Previous experience in customer service or call center roles

Strong communication skills both verbal and written

Excellent problem-solving skills and attention to detail

Ability to handle confidential information responsibly

Ability to work in a team as well as independently

Nice to Have

Technical proficiency with pension administration software and systems

Proficiency in customer service software is a plus

Knowledge of pension plans is beneficial but not required

Industry credentials such as CEBS designation (completed or in progress)

Specialized knowledge in group benefits including DB and DC pension plans or group insurance

Additional experience in financial services or pension administration

A bit about us

Were a people-focused customer-first purpose-driven team who works together every day to innovate and do good. We improve lives through our technology solutions and foster a culture of innovation that empowers team members to solve complex problems and create remarkable human outcomes in a digital world.

TELUS is proud to foster an inclusive culture that embraces diversity. We are committed to fair employment practices and all qualified applicants will receive consideration for employment. We offer accommodation for applicants with disabilities as required during the recruitment process.

Disclaimer : In accordance with the TELUS Health Solutions Data Center Security Policy as a condition of employment all team members whose job functions require they work at a Data Center and / or have access to detailed knowledge of technology related to client service delivery are subject to a Personnel Security Screening conducted through the Government of Canada.

The health and safety of our team customers and communities is paramount to TELUS. Accordingly we require anyone joining our TELUS Health Care Centres to be fully vaccinated for COVID-19.

Note for Quebec candidates : if knowledge of English is required for this position it is because the team member will be asked on a regular basis to interact in English with external or internal parties or to use English applications or software as part of their tasks.

By applying to this role you understand and agree that your information will be shared with the TELUS Group of Companies Talent Acquisition team(s) and / or any leader(s) who will be part of the selection process.

Required Experience :

Unclear Seniority

Key Skills

Typing,Data Entry,Customer Service,Basic Math,Computer Skills,Windows,Banking,Upselling,Pricing,Sanitation,Cash Handling,Stocking

Employment Type : Full-Time

Experience : years

Vacancy : 1