GWL/LL

  • Client Service Specialist

    Job Location CA-ON-London
    Posted Date 2 weeks ago(7/3/2018 2:36 PM)
    Job ID
    2018-15923
    Company
    London Life
    Job Category
    Customer Service
    Job Type
    Full Time
    Job Industry
    Financial Services and Banking, Insurance
    Career Level
    Experienced
    Posted End Date
    7/17/2018
  • Job Description

    Reporting to the Associate Manager, Individual Retirement Savings Administration, you will be responsible for the administration of Segregated Funds for the Savings side of the business for London Life. You will be a resource for our Field Partners, Financial Security Advisors, teammates and the Client Service Centre, seeking to resolve questions, concerns and problems.

     

    Accountabilities:

    • Issuing and administering savings segregated funds
    • Processing new deposits, redemptions and general administration for segregated funds
    • Checking to ensure contracts are error free
    • Providing exceptional, professional, customer service to our internal and external customers
    • Producing excellent quality; few errors; identify problems and provide possible solutions (achieving consistent excellent audit results)
    • Handling inquiries from clients, advisors/brokers, field partners, internal and external business partners; inquiries include phone calls, e-mails and formal letters
    • Acknowledging all inquiries within 24 hours. Consistently meets admin services standards; provides clear and concise communication.
    • Reconciling accounting errors and making adjustments as necessary
    • Project involvement and miscellaneous duties as requested and/or required
    • Understanding pension legislation and related products (RRSP, Non-Reg RRIF, LIF)

    Qualifications and Competencies:

    • Experience working with the Segregated Fund product
    • Knowledge of the SAS system
    • In depth knowledge of processes and procedures for London Life including the structure of the distribution channel is an asset
    • Strong proven attention to detail
    • Pension legislation and related products (RRSP, Non-Reg RRIF, LIF) knowledge
    • FundSERV knowledge is an asset.
    • Self-motivated, commitment to self development and enjoy a challenging and demanding workload
    • Excellent verbal and written communication skills
    • Proven ability to learn and grasp new concepts
    • Strong interpersonal skills and the ability to work in a team environment
    • Able to deal with difficult situations
    • Strong customer service skills
    • Flexible, able to accept and drive change as required
    • Able to work in ambiguous and unstructured situations

    Discover your opportunity….Apply today!

     

    Great-West Life offers competitive compensation, great benefits such as medical, dental, life insurance, wellness account and personal days not to mention onsite cafeteria and fitness facilities.  If you’d like to join our team submit your information online and introduce yourself.

     

    Together Great-West Life, London Life and Canada Life serve the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations.

     

    We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.

     

     

    Great-West Lifeco would like to thank all applicants, however only those who qualify for an interview will be contacted.

     

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