At a Glance
- Tasks: Administer savings products and provide exceptional customer service to clients and advisors.
- Company: Join Canada Life, a trusted company improving the well-being of Canadians.
- Benefits: Competitive salary, health benefits, career development, and community involvement opportunities.
- Other info: Dynamic team environment with opportunities for growth and recognition.
- Why this job: Make a real impact by helping clients navigate their savings and investments.
- Qualifications: Experience in financial services and strong communication skills are essential.
The predicted salary is between 31500 - 38500 £ per year.
Are you detail-oriented, customer-focused, and passionate about delivering exceptional service? We're looking for a Customer Service Specialist - Savings Administration to join our team and support the administration of segregated fund products. In this role, you'll work closely with advisors, clients, and business partners to ensure the accurate processing and administration of savings products while providing exceptional service and support. You'll have the opportunity to build strong relationships, solve complex issues, and contribute to a team committed to delivering outstanding client experiences.
What You'll Do
- Administer and process segregated fund transactions, including new deposits, withdrawals, transfers, and other account maintenance activities.
- Ensure contracts and transactions are processed accurately and efficiently while maintaining a high level of quality and attention to detail.
- Respond to inquiries from clients, advisors, business partners, and internal stakeholders through phone, email, and written correspondence.
- Investigate and resolve client and operational issues, identifying solutions and escalating concerns when required.
- Reconcile discrepancies, resolve accounting errors, and process necessary adjustments.
- Maintain service standards by providing timely, professional, and accurate communication.
- Support continuous improvement initiatives, projects, and other team activities as required.
- Develop and maintain a strong understanding of registered and non-registered savings products and applicable pension regulations.
What You Bring
- Experience in financial services, wealth management, insurance, investments, banking, or a related industry.
- Strong attention to detail with a proven ability to produce accurate, high-quality work.
- Excellent verbal and written communication skills.
- Strong customer service and relationship-building skills.
- Ability to analyze issues, think critically, and identify effective solutions.
- Proven ability to learn new concepts, processes, and systems quickly.
- Ability to work both independently and collaboratively in a team environment.
- Comfortable adapting to change and working in a fast-paced environment with evolving priorities.
Preferred Qualifications (Assets)
- Experience working with Segregated Fund products.
- Knowledge of registered and non-registered savings products, including RRSPs, LIRA, and TFSA’s.
- Experience using Unitrax, FundSERV, or similar investment administration platforms.
The base salary for this position is between $48,400 - $60,500 annually. This represents base salary only and does not represent other variable compensation components of our total compensation (i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.
Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.
We’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country. We’re looking for people who live our values every day: we step up, we do the right thing, and we deliver – for our customers, communities and each other. Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you!
What we offer:
- 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.
We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact talentacquisitioncanada@canadalife.com. All information provided will be handled in accordance with applicable laws and Canada Life policies. Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.
Customer Service Specialist - Savings Administration in London employer: Canada Life
Canada Life is an exceptional employer that prioritises the well-being and professional growth of its employees. With a strong commitment to career development, flexible health benefits, and a supportive work culture, employees are encouraged to thrive in their roles while contributing to the community. The bilingual Customer Service Representative role offers a structured environment where you can make a meaningful impact by assisting clients with empathy and professionalism.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Service Specialist - Savings Administration in London
✨Get to Know the Company Culture
Before jumping into applications, it’s super helpful to understand the vibe at Canada Life. Check out their social media, read reviews on sites like Glassdoor, and see how they engage with customers. It'll give you clues on their values and help tailor your conversation during interviews.
✨Join Customer Support Communities
Dive into online communities like those on Reddit or LinkedIn where customer support pros hang out. Participating in discussions or asking questions can make you more visible to potential recruiters and help you learn about job openings at companies like Canada Life before they even post them.
✨Attend Job Fairs or Networking Events
Look out for local job fairs or events specifically for customer support roles. This is your chance to meet hiring managers face-to-face, and you might even get the opportunity to interview on the spot!
✨Show Off Your Skills with Customer Interactions
In the customer support world, showcasing your communication skills is key. Consider creating a short video introducing yourself or even doing a mock call to showcase your abilities. It's a memorable way to stand out, especially if you can share this during your interview process!
We think you need these skills to ace Customer Service Specialist - Savings Administration in London
Some tips for your application 🫡
Show Off Your Communication Skills:In customer support, clear communication is key. Make sure your CV highlights any experience you've had in customer-facing roles and your ability to resolve issues. Don't shy away from including specific examples of how you've gone above and beyond to help customers – this really shows your potential in the role.
Tailor Your Cover Letter to Canada Life:Your cover letter is your chance to shine! Tell us why you want to work at Canada Life specifically. Mention any unique aspects of our company that resonate with you and how your skills can enhance our customer support. This personal touch will set your application apart from the rest!
Highlight Any Relevant Tools or Tech Skills:If you've used customer support software like Zendesk or Freshdesk or have experience with CRM systems, make sure to mention these in your application. Being familiar with industry-standard tools can be a big plus for us when we’re reviewing applications, as it shows you can hit the ground running!
Demonstrate Your Problem-Solving Skills:Customer support roles often require a knack for problem-solving. In your application, share examples of past experiences where you've tackled tough situations or resolved conflicts effectively. This will give us a good sense of how you handle challenges—an essential skill for success at Canada Life!
How to prepare for a job interview at Canada Life
✨Show Off Your People Skills
In customer support, it's all about communicating effectively. Prepare to share instances from your past experiences where you handled difficult customers or resolved conflicts. We want to hear how you empathised and found the best solutions, so think of specific examples to back up your stories!
✨Know the Tools of the Trade
Familiarise yourself with common customer support tools like Zendesk or Freshdesk, and make sure to review how you’ve used any similar systems in the past. During the interview, being able to discuss your hands-on experience with software or ticketing systems can really set you apart from the competition, so don’t skip this prep!
✨Show Genuine Enthusiasm
As this is a full-time role, employers want someone who isn’t just looking for any job, but wants to grow within customer support. Make sure to express your enthusiasm for helping customers and your desire to develop your skills. Show them why you're passionate about this field!
✨Practice Common Scenarios
Be prepared for role-playing scenarios where you might have to reassess a solution with a frustrated customer or explain a complex process in simple terms. Practising these common scenarios can help us feel more confident and demonstrate our practical skills effectively during the interview.
