Bilingual Payoutannuity Client Service

4 weeks ago

Montréal, Canada Sun Life Full time

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.

The role of **Payout Annuity Client Service Representative** offers an exciting opportunity to provide service to advisors and customers by the daily processing and administration of transactions related to our Payout Annuity products. You will maintain both new and existing business for the sales force and broker business. At times, you will be required to handle delicate situations involving our customers and advisors.

You will be expected to provide same day service on administrative functions while maintaining a high level of accuracy and professionalism and will be expected to provide excellent customer service on inbound calls from our advisors, as well as our distribution partners.

**What you will do**:

- Work with advisors, brokers and clients to provide service from pre-sale to issue
- Daily processing of transactions related to our products
- Respond pro-actively to inquiries or concerns from advisors, clients and distribution partners
- Develop and maintain good client and internal relationships while ensuring confidentiality
- Review documents to ensure data is correct and within specified terms and obtaining and verifying missing or incomplete data
- Provide phone support (8-4, 10-6) on a rotational basis

**What do you need to succeed?**
- Bilingualism (French, English, both oral and written) is required to answer calls from English and French speaking clients across Canada and worldwide.
- Strong written and verbal skills
- Excellent customer service and interpersonal skills
- A high attention to detail and accuracy
- Proven ability to work well in a multi-tasked environment
- Solid organizational abilities (ability to prioritize work and handle a variety of responsibilities daily)
- Display professionalism at all times
- Ability to identify the question and relay accurate information about our contractual and administrative processes in a clear and understandable format
- Problem solving and good judgement
- Strong mathematical skills and Computer Savviness
- Ability to work and contribute in a team environment

**Assets**:

- Experience with Payout Annuities
- Previous customer service or call centre experience
- Previous banking experience
- Previous experience with current Sunlife/programs (i.e. Customer Service Workbench, Lotus Notes, Excel, Word, Valet, LA, Ingenium, PRISM and PAQMAN systems)

**What's in it for you?**
- 15 days of vacation per year
- Flexible benefits from day one to meet you and your family's needs
- Retirement, stock ownership and savings programs to help you build and enhance your future financial security
- Wellness programs that support the three pillars of your health - mental, physical and financial

**Notes/Unique Requirements**:

- Depending on work volumes, overtime may be required

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.

**Salary Range**:
43,200/43 200 - 70,800/70 800

**Job Category**:
Customer Service / Operations

**Posting End Date**:
22/11/2023

  • Bilingual Human Resources Business Partner

    2 weeks ago

    Montréal-Est, Canada Bilingual Source Full time

    We seek a dedicated Human Resources Business Partner (HRBP) to join our client's growing team. As an HRBP, you will play a crucial role in developing and implementing HR programs and processes to enhance employee performance, retention, and satisfaction across our client's various locations in Canada. You will collaborate closely with leadership to drive...

  • Bilingual Human Resources Business Partner

    2 weeks ago

    Montréal, QC, Canada Bilingual Source Full time

    We seek a dedicated Human Resources Business Partner (HRBP) to join our client's growing team. As an HRBP, you will play a crucial role in developing and implementing HR programs and processes to enhance employee performance, retention, and satisfaction across our client's various locations in Canada. You will collaborate closely with leadership to...

  • Human Resources Business Partner

    2 weeks ago

    Montréal, QC, Canada Bilingual Source Full time

    We seek a dedicated Human Resources Business Partner (HRBP) to join our client's growing team. As an HRBP, you will play a crucial role in developing and implementing HR programs and processes to enhance employee performance, retention, and satisfaction across our client's various locations in Canada. You will collaborate closely with leadership to drive...

  • Bilingual Client Service Coordinator

    1 month ago

    Montréal, Canada Bayshore HealthCare Full time

    **ABOUT THE ROLE** The Client Service Coordinator, under the direction of the immediate Supervisor, handles client care and service inquiries, arranges client care and service, schedules Field employees and maintains scheduling information and data as required. **A DAY IN THE LIFE** - Handle and document client inquiries regarding requests for care and...

  • Bilingual Client Service Representative, Payout

    4 weeks ago

    Montréal, Canada Sun Life Full time

    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...

  • Bilingual Client Services Representative

    4 weeks ago

    Montréal, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Bilingual Customer Service Representative

    2 days ago

    Montréal, Canada Insight Global Full time

    Insight Global is looking for a Bilingual Service Center Representative to join a leading HCM/Payroll company for a full-time permanent position in Montreal, QC. The Bilingual Service Center Representative provides exceptional customer service to external client employees and handles inquiries related to payroll, time and labor management, and HR. They...

  • Responsable Service Clients

    1 month ago

    Montréal, Canada SERVICE DE TRANSFORMATION BÉCANCOUR Full time

    Responsable service client domaine métalurgique Tâches demandées: - Recevoir les commandes externes des clients; - Valider les informations pertinentes sur les commandes externes; - Création d’une commande interne et envoi à nos différentes usines/entrepôts; - Céduler les camions en relation avec les commandes; - Entrer les marchandises reçus de...

  • Bilingual Client Service Assistant

    4 weeks ago

    Montréal, Canada Canada Life Assurance Company Full time

    **Job Description**: Reporting to an Assistant Manager, you will work as part of a team committed to providing superior, timely, accurate and cost-effective service to our clients, responding to and processing requests for policy information and/or changes. Our clients include Financial Security advisors, Marketing Assistants, Client Service Center,...

  • Client Services Representative

    1 month ago

    Montréal, Canada Pure Strategic Marketing Full time

    **Client Service and Support Representative** We are seeking responsible and motivated team players to join our client services department. We have 2 roles that we are currently hiring for, Processing Agent and Customer Service Agent. For both roles we provide extensive training for the first 3 weeks on the job to get you settled. **How you’ll Make an...

  • Coordinateur(Trice) de Compte Client Bilingue

    1 month ago

    Montréal, Canada Fuze HR Solutions Inc (Internal) Full time

    **Résumé du poste**: Nous recherchons un(e) **Coordinateur(trice) de Compte Client Bilingue **pour joindre l'équipe notre client. Il s'agit d'une excellente opportunité pour les professionnels de l'administration énergiques, motivés et désireux de franchir une nouvelle étape dans leur carrière. Notre client est situé dans Ville Mont-Royal et il...

  • Gestionnaire de Succès Cliente/bilingual Client

    3 weeks ago

    Montréal, Canada ClearEstate Full time

    Vous êtes à la recherche d'une opportunité de rejoindre une start-up technologique innovante et en pleine croissance ? Ne cherchez pas plus loin ! Nous sommes à la recherche de personnes ambitieuses qui souhaitent avoir un impact et contribuer à façonner l'avenir de cette organisation qui transforme le secteur. Joignez-vous à notre équipe et...

  • Office Assistant

    4 weeks ago

    Montréal, Canada McGill University Full time

    Please refer to the job aid for instructions on how to apply. Hiring Unit: - Athletics and Recreation - Client Services_ Position Summary: McGill Athletics & Recreation is seeking casual, part-time office assistants to join our team. Under the direction of the immediate supervisor, the office assistant will be responsible for information distribution,...

  • Spécialiste Service client

    3 weeks ago

    Montréal, Canada Chaussures Yellow Full time

    Le titulaire du poste est responsable de gérer la plateforme omnicanale et d’assurer un service efficace et rapide aux diverses demandes de la clientèle. Responsabilités principales Accompagner les clients dans leur processus d’achat en ligne en leur prodiguant des conseils pertinents. Gérer la plateforme omnicanale pour assurer un service...

  • Spécialiste Service client

    3 weeks ago

    Montréal, Canada Chaussures Yellow Full time

    Le titulaire du poste est responsable de gérer la plateforme omnicanale et d’assurer un service efficace et rapide aux diverses demandes de la clientèle. Responsabilités principales Accompagner les clients dans leur processus d’achat en ligne en leur prodiguant des conseils pertinents. Gérer la plateforme omnicanale pour assurer un service...

  • Client Service Administrator

    4 weeks ago

    Montréal, Canada Sun Life Full time

    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...

  • Spécialiste Principal Bilingue, Relations Clients

    1 week ago

    Montréal, Canada Société canadienne d'hypothèques et de logement (SCHL) Full time

    27 octobre 2023 Industries Administrations publiques Catégories Banque, Assurance, Services financiers, Télé-travail Montreal, QC - Temps plein **ID de la demande d'emploi**: 9698 **Type d'emploi**: Temporaire à plein temps **Type de poste**: Hybride **Emplacement du bureau**: Montréal (QC) **Exigences relatives aux déplacements**: Déplacements...

  • Customer Service Rep Bilingual Intermediate

    4 weeks ago

    Montréal, Canada CTConsultants Full time

    **CTC007179 - Customer Service Rep Bilingual Intermediate**: **Secteur industriel: Communications**: **Type d'emploi: Contract**: **Durée: Six months**: **Mode de travail: Mixed**: **Description**: What locations you would consider? Montreal and around, employee has to come to work 3 days a week into the office Bilingual yes, interview will be in French...

  • Spécialiste des données clients

    2 weeks ago

    Montréal, Canada Croix Bleue Medavie Full time

    Depuis plus de 75 ans, Croix Bleue Medavie est un partenaire reconnu en matière de santé et de bien-être pour les particuliers, les employeurs et les gouvernements à l’échelle du Canada. En tant qu’organisme sans but lucratif, nous sommes fiers d’investir dans nos collectivités afin de lutter contre certains des problèmes les plus urgents en...

  • Bilingual Service Desk Analyst

    1 month ago

    Montréal, Canada Nova Networks Full time

    NOVA Networks is seeking Bilingual Service Desk Analysts that have a strong knowledge of Office 365 and the Office suites including administration of the product \ license management. The Bilingual Service Desk Analyst will also require a strong understanding of Microsoft Teams and SharePoint. You are “cool” under pressure demeanor and confident, alert...