Customer Service Specialist (12 month contract)

Canada Life; Winnipeg; On-site; CAD 44,000 - 68,000; Full time

Job summary

A leading financial services provider in Winnipeg is seeking a Customer Service Specialist to administer Group Retirement Plans. Responsibilities include managing deposits, transfers, and maintaining relations with clients and plan administrators. Ideal candidates possess strong communication skills, a customer service focus, and proficiency in Microsoft Office tools. The salary range is between $44,900 and $67,400 annually.

Qualifications

• Must possess reliability status security clearance.
• Strong interpersonal skills.
• Knowledge of GRS business processes is an asset.

Responsibilities

• Process bulk and single deposits.
• Handle transfers between investment funds.
• Manage cash withdrawals and transfers.
• Maintain plan and member data on GPAS.
• Foster relationships with plan administrators and clients.

Skills

Customer service focused

Strong communication skills

Organized

Self-motivated

Fluency in Microsoft Office

Bilingual French/English

Tools

Microsoft Excel

Job description

Temporary Full Time

We are looking for a Customer Service Specialist. Reporting to the Associate Manager, Administration, you will be responsible for the administration of Group Retirement Plans including RRSP, RPP, DPSP, TFSA, Investment Only and various non‑registered products. You’ll provide investment/plan recordkeeping and client reporting. You must become familiar with the Group Pension Administration System (GPAS) and all GRS processes.

What You Will Do

• 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

What You Will Bring

• 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
• Reliability Status security clearance - this is a personnel security status that is required before an employee can gain access to Protected B information, assets or work sites as outlined by the Government of Canada website

The base salary for this position is between $44,900.00 - $67,400.00 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.

Be your best at Canada Life- Apply today!

We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact [e-mail].

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