Bilingual Customer Service Specialist

Canada Life; Montreal; In loco; CAD 51.000 - 76.000; Tempo pieno

Vantaggi offerti da questo lavoro

Education reimbursement up to CAD 2,0

Health and dental benefits; mental‑健康

Volunteer day

Pension and investment options

Employee recognition programs

ERGs and mentorship programs

Descrizione del lavoro

Canada Life in Montreal, QC, is seeking a Customer Service Specialist to join Group Retirement Services. You will manage GPAS plan maintenance, respond to inquiries, and support daily administration while building relationships with clients and advisors.

Ideal candidates demonstrate strong analytical skills, precision, and communication ability. Bilingual English/French is an asset for Quebec, with a base salary range of $50,900 to $76,400 CAD per year.

Competenze

• Analytical thinker with problem-solving approach.
• Customer-service oriented with a can-do attitude.
• Strong written and verbal communication skills.
• Highly organized with ability to manage multiple tasks.
• Strong interpersonal skills and team collaboration.
• Self-motivated and able to multi-task in a fast-paced environment.
• Proficient in MS Word/Outlook; advanced Excel skills required.
• Bilingual in French and English is an asset (Quebec role).

Mansioni

• Handle plan and member maintenance on GPAS, including data updates and reporting.
• Respond to inquiries from multiple audiences, via telephone and email.
• Manage a block of business daily with accuracy.
• Foster relationships with plan administrators, brokers and members.
• Handle sensitive issues timely and accurately.
• End-to-end processing of death and marriage breakdown transactions as assigned.
• Prepare standard and custom client reports, including Annual Information Returns.
• Support daily administration: contributions, investment fund changes, benefits payments, reporting.

Conoscenze

Analytical skills

Customer service

Communication

Organizational skills

Interpersonal skills

Multitasking

MS Office (Word/Outlook)

Excel (formulas, pivots, macros, VLOOK

French & English bilingual

Strumenti

GPAS

GRS reporting tools

Descrizione del lavoro

Permanent Full Time

Group Retirement Services (GRS) Administration provides administration services for a variety of group products, including RRSP, RPP, DPSP, TFSA, Investment Only and various non-registered plan types. In this role you’ll contribute to the effective record‑keeping and reporting for GRS customers. You must become proficient with the Group Pension Administration System (GPAS) and GRS processes.

Are you customer obsessed? Do you thrive in a fast‑paced environment? Do you have a keen eye for detail, enjoy problem‑solution and seek out technical challenges? The Customer Service Specialist role is suited to a technically minded, customer‑first individual who thrives on building relationships and providing expert solutions.

Reporting to the Associate Manager, you will be accountable for:

• Handling plan and member maintenance on GPAS, including data updates, financial transactions, and reporting
• Handling various inquiries, telephone calls etc. from multiple audiences
• The 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

Based on your assignment within GRS you will be specifically accountable for one or more of the following:

• End to end handling of death and marriage breakdown transactions (includes requirement gathering, communications, handling unusual situations and ultimately making payments to/on behalf of plan members)
• Standard and customized client reporting, including the completion of Annual Information Returns and responding to inquiries from external auditors
• End to end daily administration (including contribution processing, investment fund changes, payment of member benefits, basic reporting and supporting advisors and plan administrators)

Required competencies and behaviours:

• Strong analytical skills; ability to pursue solutions using documented processes and tools available
• Customer service focused with a positive can‑do attitude
• Strong communication skills – both written and verbal
• Highly organized with the ability to prioritize and execute a large variety of work
• Strong interpersonal skills with the ability to work independently and as part of a larger team
• Self‑motivated with an ability to effectively multi‑task in a fast‑paced environment to meet tight deadlines
• Strong research and analysis skills with the ability and desire to produce quality work
• Strong problem solver with the motivation to seek out answers independently in a changing environment
• Fluency in Microsoft Office tools including Word and Outlook
• Strong proficiency in Excel (with experience creating formulas, pivot tables, macros, v‑look up’s etc.)
• Knowledge of investment/retirement arrangements and/or GRS business processes an asset
• Knowledge of rules and regulations as they relate to GRS products an asset
• As this position is posted in several locations, we specify that bilingualism is an asset (fluent in French and English) but is required for Quebec only as the position will regularly serve our clients with French and English‑speaking needs.

The base salary for this position is between $50,900 - $76,400 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.

Grow with Canada Life

We’re united by a shared purpose: to improve the financial, physical and mental well‑being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and each other. Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you!

What we offer

• Career Development: Opportunities for career advancement, access to industry‑leading learning programs and up to $2,000 annually towards education reimbursement.
• Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well‑being.
• Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day.
• Financial Security: Company-matching pension plan, share ownership program and additional investment options.
• Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
• Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.

Learn more about Canada Life.

We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact [e-mail]. All information provided will be handled in accordance with applicable laws and Canada Life policies.

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.