City : Montreal

Category : Full-time

Industry : Finance

Employer : Sun Life Financial

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

As a Bilingual Client Services Representative

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

You will provide support on operational inquiries and product information pertaining to Sun Life Investment Funds. You will perform multiple transactions to complete all aspects of advisors inquiries within standard guidelines, and will ensure that thorough records are maintained by documenting all actions taken to process telephone initiated requests. You will ensure the delivery of a consistent high quality level of customer service experience in accordance with Sun Life Canadian Operations standards.

What sets us apart:

• A comprehensive paid training program to set you up for success
• Competitive compensation plan with annual bonus and salary increase programs based on performance
• Permanent full time position with comprehensive benefits
• Work week is Monday to Friday between 37.5 - 40 hour per week (shift between 8am to 8pm)
• Knowledge gained about our business and products offers you the ability to move into a variety of career paths across the organization
• Other career opportunities are available after a minimum of 24 months based on performance
• A collaborative and interactive team environment that grooms you for success

Reporting to the Team Leade, Client Services Investment Funds Operations you will:

• Provide timely and accurate information to all incoming telephone inquiries regarding our wealth and financial products, by utilizing automated telephone systems, computer applications, training material and other applicable resources
• Ensure accurate and timely processing of all client/agent telephone-initiated requests, address, resolve or escalate if necessary, any daily operational service issues
• Ensure thorough records are maintained by documenting all actions taken to process telephone-initiated inquiries
• Adhere to all measurable department performance standards including but not limited to the following: schedule adherence, quality, productivity, etc.
• Assist with department projects and initiatives as needed

What you bring to the table:

• Knowledge of Wealth and financial products is an asset, more specifically Mutual Funds and Segregated Fund product.
• Completion of the Canadian Investment Fund Course (IFIC), Canadian Securities Course (CSC) or Canadian Investment Funds Operations Course (CIFOC) or willing to complete within 6 months
• BA/BS degree in a relevant field or equivalent experience preferred
• At least 1 year of customer service experience in the financial industry
• Strong communication organization and prioritization skills
• Exhibit professionalism within the workplace, while valuing and promoting team spirit
• Solid analytical and problem solving skills with the ability to cope in fast-paced, demanding environment
• Proficient computer and math skills
• Open to receiving and incorporating constructive feedback and coaching to continuously improve
• Handle stressful situations in a calm and professional manner
• Maintains punctuality and adherence to set schedule; must be willing to work flexible shifts between 8am- 8pm from Monday to Friday
• Bilingual (French-English) – support tasks for an English-speaking team outside Quebec

What’s in it for you? :

• Wellness programs that support the three pillars of your health – mental, physical and financial
• Fitness and wellness programs that help you balance work and life and enjoy a healthier lifestyle
• We’re proud to be a Best Workplace for Hybrid Work by Great Place to Work® Canada
• We’re honoured to be recognized as a 2022 Best Workplaces in Canada by Great Place to Work® Canada

This role offers a competitive salary that is based on the combination of experience level, skills and knowledge.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to thebrightside@sunlife.com.

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

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