Customer Service Specialist - Savings Administration

Résumé du poste

The specialist will administer and process segregated fund transactions while ensuring accurate account maintenance and contract processing. They are also responsible for responding to inquiries from clients and advisors while resolving operational or accounting discrepancies.

Détails du poste

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 - $60,500 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: 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 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 [email protected]. 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. #LI-Hybrid

Ce que vous ferez

The specialist will administer and process segregated fund transactions while ensuring accurate account maintenance and contract processing. They are also responsible for responding to inquiries from clients and advisors while resolving operational or accounting discrepancies.

Exigences

Candidates should have experience in financial services, wealth management, or a related industry with strong attention to detail. Proficiency in communication and the ability to learn new systems quickly are essential for this role.

Avantages

• Career development • Education reimbursement • Health benefits • Dental benefits • Mental health benefit • Vacation • Personal days • Volunteer day • Pension plan • Share ownership program • Employee discounts

Compétences indiquées

• Service à la clientèle · Souhaitée
• written communication · Souhaitée
• Résolution de problèmes · Souhaitée
• Souci du détail · Souhaitée
• Critical Thinking · Souhaitée
• Relationship Building · Souhaitée

Autres compétences pertinentes

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Customer service
• Financial services
• Wealth management
• Insurance
• Investments
• Banking
• Attention to detail
• Verbal communication
• Written communication
• Relationship building
• Critical thinking
• Problem solving
• Unitrax
• FundSERV
• Segregated funds
• Account maintenance
• Product Knowledge
• Service Standards
• Accounting
• Mental Health
• Customer Service
• Communication
• Continuous Improvement Process
• Critical Thinking
• Discounts And Allowances
• Financial Services
• Mentorship
• Wealth Management
• Relationship Building
• Detail Oriented

Domaines d’emploi

• Finance & Accounting
• Customer Service & Support
• Administrative
• Customer Service Administrative Specialist
• Customer Service Representative (General)
• Inquiry Clerks
• Customer Service Representatives