Client Service Analyst II-TH

lifeworks; United States; Remote; USD 60,000 - 67,000; Full time

Benefits offered by this job

Competitive salary

Bonus structure

3 weeks vacation

Flexible benefits

401K match

Hybrid/Remote flexibility

Job summary

TELUS Health is seeking a mathematically-driven Client Service Analyst II to join our DB Large Market team. This is not a typical admin role; it requires a high aptitude for complex pension calculations and navigating intricate financial data.

The role moves between internal calculations and client interactions on special projects. The ideal candidate has a math-focused degree and real-time calculation skills, with 1–3+ years of pension or benefits experience.

Qualifications

• Bachelor's Degree with a concentration in Mathematics or Actuarial Science.
• Proven ability to perform complex calculations in real-time.
• A self-starter with a positive outlook and a high degree of attention to detail.
• Comfortable with ambiguity and flexible enough to float between different client projects as needed.

Responsibilities

• Respond to plan inquiries and requests from clients promptly and professionally
• Assist in calculating and processing timely payment of termination, retirement, and death benefits for simple plans
• Support the consulting team in fostering strong relationships with clients
• Help coordinate information flow between clients and trustees. Assist in reconciling plan assets and plan memberships
• Support the preparation of year-end pension statements
• Assist with membership and asset data for actuarial valuations
• Apply and interpret basic pension benefit calculations in accordance with plan provisions and legislative requirements
• Work with pension databases to ensure data accuracy
• Attend internal training sessions to stay updated on industry trends and topics
• Participate in client meetings and presentations to add value
• Assist with special projects as required to support team goals

Skills

Complex pension calculations

Analytical thinking

Attention to detail

Client interaction

Education

Bachelor's Degree in Mathematics or Actuarial Science

Tools

Pension databases

Job description

About TELUS Health

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.

Join our team and what we'll accomplish together

TELUS Health (US) Benefits Administration and Operations brings specialized expertise and innovative solutions to benefits administration, data management, and comprehensive client support. Our purpose is to streamline complex benefits processes through sophisticated database management and technical excellence, allowing organizations to deliver seamless benefits experiences while we handle the intricate technical and administrative complexities.

We are a customer-first, collaboration-focused team that thrives on working together to solve complex challenges, putting our clients at the center of everything we do while actively fostering new ideas, new ways of thinking, and new ways of doing things. We embrace efficiency and process improvements through Six Sigma methodologies, always seeking innovation and continuous improvement in how we deliver exceptional service.

Why Join This Team?

• Variety & Impact: You won't be stuck in a repetitive loop. You'll handle the pension process "from soup to nuts," dealing with call center inquiries, complex calculations and direct client interaction.
• Intellectual Challenge: While basic tasks are automated or handled by partners, this role focuses on the "heavy lifting"; the complex, high-level calculations that require real analytical skill.
• Flexibility : A remote-first environment with a supportive leader who values autonomy and a positive outlook.

Role Summary

We are seeking a mathematically-driven Client Service Analyst II to join our DB Large Market team. This is not a typical administrative role; it is a technical position requiring a high aptitude for complex pension calculations and the ability to navigate intricate financial data. The ideal candidate is a problem-solver who enjoys variety; moving from internal calculations to client interactions and special projects.

Key Responsibilities

• Respond to plan inquiries and requests from clients promptly and professionally
• Assist in calculating and processing timely payment of termination, retirement, and death benefits for simple plans
• Support the consulting team in fostering strong relationships with clients
• Help coordinate information flow between clients and trusteesAssist in reconciling plan assets and plan memberships
• Support the preparation of year-end annual pension statements
• Assist in preparing membership and asset data for actuarial valuations
• Apply and interpret basic pension benefit calculations in accordance with plan provisions and legislative requirements
• Work with pension databases to ensure data accuracy
• Attend internal training sessions to stay updated on industry trends and topics
• Participate in client meetings and presentations to add value
• Assist with special projects as required to support team goals

Required Qualifications

• Bachelor's Degree with a concentration in Mathematics or Actuarial Science
• Proven ability to perform complex calculations in real-time.
• A self-starter with a positive outlook and a high degree of attention to detail.
• Comfortable with ambiguity and flexible enough to float between different client projects as needed.

Nice-to-Haves

• 1-3+ years of professional experience.
• Prior experience in Pension or Benefits Administration.
• Experience within a call center environment (if paired with the required math degree).

Salary Range: $60,000.00 - 67,000.00 USD Annual

Actual total compensation will be determined based on factors such as knowledge, skills, performance and experience.

Job Type: This is for a current vacancy

Benefits

• Comprehensive total rewards package highlighting competitive salary and bonus structures, minimum 3 weeks of vacation, and flexible benefits plan to meet the needs of you and your family
• Flexibility to work in-office, virtually or a combination of both
• Generous company matched 401K
• Opportunity to give back to communities in which we work, live and serve
• Career growth and learning & development opportunities to develop your skills
• And much more...

A bit about us

We're 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 t