Customer Service Specialist - Savings Administration

TechAlliance of Southwestern Ontario, London Economic Development Corporation; London; On-site; CAD 48,000 - 61,000; Full time

Benefits offered by this job

Career Development

Health & Wellness

Time Off

Financial Security

Rewards and Recognition

Emphasis on Community

Job summary

Canada Life in London, ON is seeking a Customer Service Specialist - Savings Administration to join our team and support the administration of segregated fund products.

You will work with advisors, clients, and partners to ensure accurate processing, respond to inquiries, and contribute to outstanding client experiences.

This permanent full-time role offers a competitive salary and benefits package in a collaborative, client-focused environment.

Qualifications

• Experience in financial services or wealth management.
• Excellent verbal and written communication.
• Ability to learn new processes quickly.
• Strong attention to detail and accuracy.

Responsibilities

• Administer and process segregated fund transactions, including new deposits, withdrawals, transfers, and account maintenance activities.
• Ensure contracts and transactions are processed accurately and efficiently while maintaining a high level of quality and attention to detail.
• Respond to inquiries from clients, advisors, business partners, and internal stakeholders through phone, email, and written correspondence.
• Investigate and resolve client and operational issues, identifying solutions and escalating concerns when required.
• Reconcile discrepancies, resolve accounting errors, and process necessary adjustments.
• Maintain service standards by providing timely, professional, and accurate communication.
• Support continuous improvement initiatives, projects, and other team activities as required.
• Develop and maintain a strong understanding of registered and non-registered savings products and applicable pension regulations.

Skills

Detail-oriented

Customer service

Communication

Problem solving

Teamwork

Tools

Unitrax

FundSERV

Job description

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Customer Service Specialist - Savings Administration

Description:

Permanent Full Time

Are you detail-oriented, customer-focused, and passionate about delivering exceptional service? We're looking for a Customer Service Specialist - Savings Administration to join our team and support the administration of segregated fund products.

In this role, you'll work closely with advisors, clients, and business partners to ensure the accurate processing and administration of savings products while providing exceptional service and support. You'll have the opportunity to build strong relationships, solve complex issues, and contribute to a team committed to delivering outstanding client experiences.

What You'll Do

• Administer and process segregated fund transactions, including new deposits, withdrawals, transfers, and other account maintenance activities.
• Ensure contracts and transactions are processed accurately and efficiently while maintaining a high level of quality and attention to detail.
• Respond to inquiries from clients, advisors, business partners, and internal stakeholders through phone, email, and written correspondence.
• Investigate and resolve client and operational issues, identifying solutions and escalating concerns when required.
• Reconcile discrepancies, resolve accounting errors, and process necessary adjustments.
• Maintain service standards by providing timely, professional, and accurate communication.
• Support continuous improvement initiatives, projects, and other team activities as required.
• Develop and maintain a strong understanding of registered and non-registered savings products and applicable pension regulations.

What You Bring

• Experience in financial services, wealth management, insurance, investments, banking, or a related industry.
• Strong attention to detail with a proven ability to produce accurate, high-quality work.
• Excellent verbal and written communication skills.
• Strong customer service and relationship-building skills.
• Ability to analyze issues, think critically, and identify effective solutions.
• Proven ability to learn new concepts, processes, and systems quickly.
• Ability to work both independently and collaboratively in a team environment.
• Comfortable adapting to change and working in a fast-paced environment with evolving priorities.

Preferred Qualifications (Assets)

• Experience working with Segregated Fund products.
• Knowledge of registered and non-registered savings products, including RRSPs, LIRA, and TFSA’s.
• Experience using Unitrax, FundSERV, or similar investment administration platforms.

The base salary for this position is between $48,400 - $60,500annually. 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.

Location: London, ON, CA

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 moreaboutCanada 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.