Job Details
Member Services Specialist, Transfers and Withdrawals (5504)

Job Posting

Member Services Specialist, Transfers and Withdrawals
Organization:  Co-Operative Superannuation Society
Province:  Saskatchewan
Location:  Saskatoon


We have had a promotion amongst our team and we are now seeking a technically inclined, motivated and conscientious person to join our team as a Member Services Specialist. The successful candidate will support the full member experience department, while focusing on serving our members who are making transfer and withdrawal decisions.

You will care for our members’ journeys by:

  • Taking responsibility and ownership of pension administration focusing on decision points along a member’s journey related to transfers, withdrawals and payments (e.g., decisions to consolidate funds, decisions at termination of employment, death benefit payments, etc.),
  • Analyzing detailed financial and membership information to identify opportunities for improvements in the overall member experience and journey with the CSS Pension Plan, and
  • Responding to inquiries on matters related to CSS rules and regulations, member rights and obligations, and regulatory requirements.

The successful candidate will be a technically inclined high performer who thrives in a busy environment, strives to think outside of the box, and can pivot between competing priorities and complex matters. A strong sense of quality member service, belief in empowering others, and understanding of the value of the co-operative system will be positive attributes that you bring to the team. The Member Services Specialist is required to develop an expert understanding of our pension benefit provisions, policies, and procedures.

You will work effectively in a team environment guided by the team-developed “Pillars of Collaboration” which represents the values of “Respect, Commitment and Communications”.

Key Responsibilities

As a staff member of CSS and the Member Experience Department, your responsibilities include:

  • Explain all Plan requirements for the transaction and guide the plan participant through the completion and submission of appropriate forms.
  • Enter properly completed requests into the Plan’s pension administration system and generate payments, complete required transfer documentation and forward to receiving financial institutions, as necessary.
  • Generates and analyzes reports and information from our information systems and identifies opportunities to support and enhance the member experience.
  • Accountable for supporting an environment and culture of collaboration, learning, and service which respects diversity, encourages all teammates to work together to achieve results and contribute to a healthy, rewarding, and productive working environment where personal and team accountability are key to meeting CSS’ strategic and operational goals.

Skills and Abilities

  • Excellent customer service and communication skills, including the ability to communicate complex information in a straightforward manner.
  • Superior organization, administrative, and problem-solving skills.
  • Sound knowledge of pension, retirement, and other relevant products and industries.
  • Advanced computer and analytical skills with proficiency using Microsoft Office (e.g., Word, Excel, PowerPoint), information technology and systems, pension databases and workflow systems, as well as the ability to generate reports and information.
  • Must be flexible and able to manage high work volumes and conflicting priorities to meet deadlines.
  • Self-directed, but recognizes the importance of relationship building within the team and across the organization.


  • Experience with customer service, retirement and wealth services, registered products and transactions,
  • A post-secondary diploma (e.g., Polytech 2-year diploma, University 2 or 3 year certificate) in business administration or office management,
  • Possession of a Pension Plan Administration Certificate (or equivalent), and
  • Five years or more experience with financial transactions or pension or benefit administration.

A combination of equivalent education, training and experience may be considered.

Quality assurance, process improvement experience and education considered an asset.

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