Client Service Representative, Group Retirement; Windsor

About the Role

About The Role

Join us with your group benefits experience as our next Client Service Representative (CSR). This is an opportunity to further develop your client service and analytical skills as a Permanent Full-Time CSR within our Employee Benefits Division.

• Monitor employer-sponsored retirement plans, serving as the primary liaison between plan administrators, insurance carriers, and advisors.
• Oversee the implementation of new group retirement plans, ensuring each plan launches accurately and in compliance with regulatory requirements.
• Build and maintain long-term client relationships, addressing inquiries directly or liaising with insurance carrier representatives for timely resolution.
• Track key plan metrics including contribution rates, member participation, investment fund performance, and plan utilization.
• Support plan administrators during employee life events (terminations, leaves of absence, etc.).
• Assist the advisor and broader team with additional tasks as required, including preparing quote requests, comparing market options, and remarketing existing group retirement plans.
• Maintain and update client files in our broker management system (EPIC).
• Support the advisor in delivering an exceptional client experience by anticipating plan administrator needs and responding to service requests with urgency and professionalism.

• 2+ years of group retirement experience, with knowledge of Canadian group retirement plan types.
• Experience working with plan administrators or employers managing group retirement plans.
• Demonstrated experience managing carrier relationships and navigating escalation processes.
• Exposure to retirement income products (LIF, RRIF, annuities).
• Experience with in the group benefits space is an asset.
• LLQP license (or willingness to obtain).
• Strong communication, organization, and multitasking skills.
• Proficiency in Microsoft Office; experience with Access or EPIC is a plus.
• Ability to manage a high volume of concurrent service requests across multiple plan administrator relationships.
• Ability to work independently and collaboratively in a fast-paced team environment.

• 2‑5 years of relevant experience.
• No travel required.

• Salaried position: $51,000 to $60,000, dependent on experience, location and role scope.
• Comprehensive benefits, including extended health benefits, disability insurance, RRSP matching, paid‑time‑off benefits, and eligible bonuses.
• Professional development: training programs, tuition reimbursement, and other opportunities.
• Professional licensing and membership fee reimbursement.
• Discounts on events, travel, accommodations, and personal home & auto insurance.
• Flexible working arrangements and generous time‑off policies.

If you require assistance or accommodation at any stage of the recruitment process, we encourage you to let us know.

Email: re

(The contact information is for accommodation requests only; do not use it to inquire about application status.)