Customer Service Specialist at TD support 27 million customers' inquiries. Providing financial advice and solutions through exceptional service.
About the role
- Customer Service Specialist responsible for Group Retirement Plans administration at Canada Life. Handling inquiries, processing transactions, and fostering relationships with clients and members.
Responsibilities
- Responsible for the administration of Group Retirement Plans including RRSP, RPP, DPSP, TFSA, Investment Only and various non-registered products
- Provide investment/plan recordkeeping and client reporting
- 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
Requirements
- 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
- Bilingual French/English an asset
Benefits
- Inclusive and accessible environment
- Opportunity to excel in your way
- Professional development opportunities
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Lead the energy cost billing & customer service team at Smart Energy Link AG in Switzerland. Drive operational excellence and implement AI - driven solutions in a hybrid work environment.
Customer Care Representative providing outstanding service to customers by addressing inquiries and requests. Engaging with customers to assess needs and make sales recommendations.
Customer Care Representative providing outstanding service to customers by responding to inbound inquiries. Engaging with customers and utilizing software tools to resolve issues and provide accurate responses.
Materials Support Specialist managing logistics and data for aerospace technologies at Tsunami Tsolutions. Ensuring efficient operations and compliance within the sustainment and support team.
Flight Support Agent managing all logistical aspects for flights with Vista Flight Support, ensuring smooth operations and communication. Collaborating with various stakeholders for optimal service delivery.
Flight Support Agent taking care of operational aspects of logistics and ground services for flights. Managing ground arrangements and collaborating with aviation partners in a pivotal role.
Customer Service Representative at Crash Champions ensuring prompt assistance for customer inquiries. Managing phone calls, emails, and providing clerical support in a professional setting.
Training Logistics and Support Specialist supporting observation and training for Northeast Fisheries. Collaborating with fisher teams and managing training information in the US.
Peer Recovery Support Specialist at Gateway Foundation aiding individuals with substance use disorders. Responsibilities include maintaining caseload, conducting assessments, and providing peer support services.