Member Services Specialist (5696)
Job Posting
Member Services Specialist
Organization:
UBC Faculty Pension Plan
Province:
British Columbia
Location:
Vancouver
Job Start Date:
Salary:
Description:
The role executes the Faculty Pension Plan Board of Trustee’s mandate to provide education and detailed financial information to the FPP membership. It includes the provision of consultation and guidance on a broad array of services from enrolment to termination or retirement from the FPP as well as the post retirement period. Embedded in this role is the real risk of providing inaccurate information which could subject the FPP or the Board of Trustees to financial and reputational loss.
The Member Services Specialist must be knowledgeable in all areas of retirement income, including private and government schemes, domestic and international taxation, investment and cash flow planning and other broad aspects of estate planning. Member account balances in the FPP can be significant and may also represent just a portion of the member’s entire financial picture. A member’s financial position and requirements may be complex and the Member Services Specialist must be able to provide accurate information to enable the member to make appropriate decisions for their specific circumstances; however, the Member Services Specialist does not act in the role of financial advisor. The Trustees of the FPP, the University, and the UBC Pension Administration Office, or its respective employees, do not provide financial advice nor endorse any particular advisors.
Communications may be provided in written or verbal form and are frequently delivered through face-to-face meetings. The Member Services Specialist is the public face of the Faculty Pension Plan and is the liaison between the members and management.
Requirements:
Minimum Qualifications
Undergraduate degree in a relevant discipline. Minimum of four to five years of related work experience, or the equivalent combination of education and experience.
Willingness to respect diverse perspectives, including perspectives in conflict with one’s own.
Demonstrates a commitment to enhancing one’s own awareness, knowledge, and skills related to equity, diversity, and inclusion.
Preferred Qualifications
University graduation with a business-oriented degree and/or relevant experience.
Significant experience in the financial services or pension industry, delivering retirement information to retail investors or pension plan members.
Additional experience in retirement benefits, investments, human resources and pension administration is preferred. A financial planning designation would be considered an asset.
Thorough knowledge of options permitted, benefits, and legislation to accurately convey the multiplicity of choices available to members and beneficiaries of members.