Customer Service Specialist, Group Retirement Services - 12 Month Term

Remote Full-time
Canada Life is dedicated to improving the financial, physical, and mental well-being of Canadians. The Customer Service Specialist will contribute to the administration of Group Retirement Services by maintaining records, responding to inquiries, and supporting plan members and partners, ensuring accurate record-keeping and service experiences for customers. Responsibilities Complete plan and member maintenance in GPAS, including data updates, financial transactions, and reporting Respond to inquiries from plan members, advisors, brokers, and internal partners through phone and written channels Manage a daily block of business while maintaining service quality and deadlines Build positive, professional relationships with plan administrators, advisors, and plan members Handle sensitive or complex matters with care, accuracy, and confidentiality End‑to‑end processing of life events such as death and marriage breakdowns, including information gathering, clear communication, handling exceptions, and arranging payments Preparing standard and customized client reports, including Annual Information Returns, and responding to external auditor inquiries Supporting daily administration activities such as contribution processing, investment changes, benefit payments, basic reporting, and advisor support Skills Strong analytical and problem‑solving skills, with the ability to follow documented processes and use available tools A customer‑focused mindset and a respectful, solutions‑oriented approach Clear and inclusive communication skills, both written and verbal Strong organizational skills with the ability to prioritize work and manage multiple tasks Ability to work independently while also contributing as part of a collaborative team Self‑motivation and adaptability in a dynamic, deadline‑driven environment Attention to detail and a commitment to producing high‑quality, accurate work Comfort using Microsoft Office tools, including Word and Outlook Strong Excel skills (e.g., formulas, pivot tables, VLOOKUPs; macros considered an asset) Knowledge of investment or retirement savings arrangements Familiarity with GRS products, processes, or related regulations Bilingual proficiency in French and English 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. Company Overview Canada Life looks after retirement, investments, Estate Planning, Wealth Management, Investing for Children, Flexible Life Plans. It was founded in 1903, and is headquartered in Potters Bar, Hertford, GBR, with a workforce of 10001+ employees. Its website is
Apply Now →

Similar Jobs

Experienced Registered Behavior Technician for In-Home ABA Therapy - Atlanta, GA

Remote

Immediate Hiring: Experienced Registered Behavioral Technician (RBT) for Clinic-Based ABA Therapy Services

Remote

Experienced Registered Behavioral Technician (RBT) - ABA Therapy for Children with Autism Spectrum Disorder

Remote

Experienced Registered Nurse - Telehealth: Providing Remote Care Coordination and Patient Support

Remote

Experienced Substitute Teacher for Riverside County Schools - Join Scoot Education's Innovative Team

Remote

Experienced Substitute Teacher for San Bernardino County - Flexible Schedules & Competitive Pay

Remote

Experienced School Year Instructional Coach for High-Dosage Tutoring Programs in Edgewater Park, NJ

Remote

Experienced School Year Tutor for K-8 Students in Math and Literacy - Mickleton, NJ

Remote

Experienced Secondary Social Studies Teacher for Kansas - Flexible Hybrid Remote Arrangement

Remote

USPS Office Helper

Remote

**Experienced Customer Support Representative – Delivering Exceptional Experiences for arenaflex Customers**

Remote

Podcast Host & Creative Producer

Remote

Experienced Online Chat Specialist – Customer Service and Support Expert at Blithequark

Remote

Art Lead

Remote

Part-Time blithequark Data Entry Remote Jobs: Earn Competitive Hourly Rate as a Detail-Oriented and Organized Data Entry Specialist

Remote

Experienced Senior Data Analyst – Remote Work from Home Opportunity with Wayfair

Remote

**Experienced Data Entry Clerk – Remote Opportunity with arenaflex**

Remote

Project Coordinator

Remote

Experienced Customer Service Agent – English Speaker (Part-Time / Night Shift) for a Dynamic and Sustainable Transportation Company

Remote

Experienced Remote Customer Service Representative - Wayfair's Actual Retail Group

Remote
← Back