Customer Service Specialist in CommBank’s Funding & Settlements team managing business loan processes. Collaborating with stakeholders and providing exceptional customer service to internal and external clients.
About the role
- Customer Service Specialist providing bilingual support in retirement services. Handling inquiries and managing member data for Group Retirement Services at Canada Life.
Responsibilities
- Handling plan and member maintenance on GPAS, including data updates, financial transactions and reporting
- Handling various inquiries, telephone calls etc. from multiple audiences
- The 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
- Standard and customized client reporting, including the completion of Annual Information Returns and responding to inquiries from external auditors
- End to end daily administration (including contribution processing, investment fund changes, payment of member benefits, basic reporting and supporting advisors and plan administrators)
Requirements
- Bilingualism (fluent in French and English) required
- 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
- Strong interpersonal skills with the ability to work independently and as part of a larger team
- Self-motivated with an ability to effectively multi-task and meet tight deadlines
- Ability and desire to produce quality work
- Fluency in Microsoft Office tools including Word and Outlook, proficient in Excel
- Knowledge of investment/retirement arrangements and/or GRS business processes an asset
- Knowledge of rules and regulations as they relate to GRS products an asset
Benefits
- Reliability Status Security Clearance - covered by Canada Life
- Health insurance
- Career opportunities
- Professional development opportunities
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