Customer Service Specialist

Description:

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