Customer Service Specialist

The Canada Life Assurance Company • Winnipeg, MB

2d • CA$48,400 - CA$68,800 • Hybrid

About The Position

Group Retirement Services (GRS) Wind-up team provides administration services for a variety of group products, including RRSP, RPP, DPSP, TFSA, Investment Only and various non-registered plan types. In this role you’ll contribute to the effective record-keeping and reporting for GRS customers. You should be proficient with the Group Pension Administration System (GPAS) and GRS processes.

Requirements

• Knowledge of investment/retirement arrangements and GRS business processes is required
• Customer service focused with a positive attitude
• Strong communication skills (both written and verbal)
• Organized and able to work in a dynamic environment
• Strong interpersonal skills, able to work independently and as part of a team
• Self-motivated with the ability to multi-task and meet tight deadlines
• Proficiency in Microsoft Office tools (Word, Outlook, Excel)
• Reliability Status Security Clearance – this can only be completed with candidates who receive an offer of employment. This is a personal security status that is required as a condition of employment before an employee can gain access to Protected B information, assets or work sites as outlined by the Government of Canada website. The cost of submitting these checks will be covered by Canada Life

Nice To Haves

• Bilingual French/English is an asset
• Knowledge of legislative requirements for Registered Pension Plans is an asset
• Knowledge of rules and regulations related to GRS products is an asset

Responsibilities

• Handling plan termination, carrier transfer and member maintenance on GPAS
• Ensuring plan sponsors follow procedures and provide documents that meet legislative requirements for terminating a retirement plan
• Fostering relationships with plan administrators, brokers, advisors, plan members, and Customer Relationship Managers (CRM)
• Managing various inquiries from multiple audiences including CRM, advisors and regulators
• Handling plan terminations and reporting to regulators
• Managing sensitive and complex issues, including plan mergers, carrier transfers-out, bankruptcy, and plan wind-ups

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed