Permanent Full Time 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.

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.

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.

Strong attention to detail with a proven ability to produce accurate, high-quality work. Strong customer service and relationship-building skills.

Preferred Qualifications (Assets) Experience using Unitrax, FundSERV, or similar investment administration platforms.



This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). 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.

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 everyday: we step up, we do the right thing, and we deliver – for our customers, communities and each other. We’re committed to supporting our employees through every stage of their career.

Here’s what you can expect as a full-time or part-time permanent team member: Adaptable 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 additionalinvestment options. 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. All information provided will be handled in accordance with applicable laws and Canada Life policies.

📌 Customer Service Specialist - Savings Administration (London)
🏢 Canada Life
📍 London