Customer Service Specialist (12 month contract)

Canada Life Group; London; Presencial; CAD 48.000 - 73.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Career development

Health & Wellness

Time off

Financial security

Rewards & recognition

Community

Descripción de la vacante

Canada Life in London, Ontario is hiring a Customer Service Specialist (12 month contract) to support the Income, Segregated Funds administration team. You will issue and administer income funds, process deposits/redemptions, and ensure contracts are error-free while delivering exceptional client service.

Reporting to the Associate Manager, Wealth Management, you will work with field partners, advisors, and the Client Service Centre.

Formación

• Experience with Segregated Fund products.
• Knowledge of Unitrax system.
• Understanding Canada Life processes and distribution channel is an asset.
• Excellent verbal and written communication skills.
• Strong attention to detail and accuracy.
• Familiarity with Pension legislation (RRSPs, LIRA, RRIF, LIF, PRIF) is a plus.
• Self-motivated with ability to manage workload and learn quickly.
• Ability to work well in a team and handle ambiguity.

Responsabilidades

• Issue and administer Income segregated funds.
• Process deposits, redemptions and general admin for segregated funds.
• Check contracts for errors and ensure accuracy.
• Provide professional customer service to internal and external customers.
• Maintain high-quality work with minimal errors and identify solutions.
• Handle inquiries via phone, email, and letters within 24 hours.
• Reconcile accounting errors and adjust as needed.
• Contribute to projects and perform miscellaneous duties as required.
• Understand pension legislation and related products.

Conocimientos

Attention to detail

Verbal & written communication

Team player

Adaptability

Herramientas

Unitrax

FundSERV

Descripción del empleo

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Customer Service Specialist (12 month contract)

Description:

Temporary Full Time

Reporting to Matthew Marion, Associate Manager, Wealth Management, Individual Customer, you will form part of the Administration team for Canada Life Income, Segregated Funds. You will be a resource for our Field Partners, Financial Advisors, teammates, and the Client Service Centre, seeking to resolve questions, concerns and problems.

You will be accountable for:

• Issuing and administering Income segregated funds
• Processing new deposits, redemptions and general administration for segregated funds
• Checking to ensure contracts are error free
• Providing exceptional, professional, customer service to our internal and external customers
• Producing excellent quality; few errors; identify problems and provide possible solutions (achieving consistent excellent audit results)
• Handling inquiries from clients, advisors/brokers, field partners, internal and external business partners; inquiries include phone calls, e-mails and formal letters
• Acknowledging all inquiries within 24 hours. Consistently meets admin services standards; provides clear and concise communication.
• Reconciling accounting errors and making adjustments as necessary
• Project involvement and miscellaneous duties as requested and/or required
• Understanding pension legislation and related products (RRSPs, LIRAs, RRIFs, LIF & PRIFs)

Required Competencies and Behaviours:

• Experience working with the Segregated Fund product
• Knowledge of the Unitrax system
• In depth knowledge of processes and procedures for Canada Life including the structure of the distribution channel is an asset
• Strong proven attention to detail
• Pension legislation and related products (RRSPs, LIRAs, RRIFs, LIF & PRIFs) knowledge
• FundSERV knowledge is an asset.
• Self-motivated, commitment to self-development and enjoy a challenging and demanding workload
• Excellent verbal and written communication skills
• Proven ability to learn and grasp new concepts
• Strong interpersonal skills and the ability to work in a team environment
• Able to deal with difficult situations; critical thinking
• Strong customer service skills
• Flexible, able to accept and drive change as required
• Able to work in ambiguous and unstructured situations.

The base salary for this position is between $48,400 - $72,600 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc).

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’reunited by a shared purpose: to improve the financial,physicaland mental well-beingof Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

We’relooking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers,communitiesand 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:

We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:

• Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to$2,000 annuallytowardseducation 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 andpersonal days,we support communityinvolvement with avolunteer day.

• Financial Security:Company-matching pension plan,share ownership program andadditionalinvestment options.

• Rewards and Recognition:Employee recognition programs, service milestone celebrations, employee discounts and more!
• Emphasis onCommunity:We provide aworkplace whereemployeesfeel connected and supported throughEmployee Resource Groups (ERGs),mentorshipprograms,socialclubsandevents.

Learn moreabout Canada Life .

We’recommitted 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 handledin accordance withapplicable laws and Canada Life policies.

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

#LI-Hybrid

Location

London, ON, CA

Category: Customer Service and Administration

Date: Oct 16, 2026