Bilingual Client Services Representative

3 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.

**Location**: Hybrid

The Sun Life Investment Funds Client Services is committed to providing the highest level of service to advisors and internal Wholesale support team. This excellent entry level career opportunity offers on-going support and resources to ensure your success.

Reporting to the Manager, Client Services Investment Funds Operations, 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 will you do?**
- 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 do you need to succeed?**
- At least 1 year of customer service experience in the financial industry
- Knowledge of Wealth and financial products, more specifically Mutual Funds and Segregated Fund products
- Completion of the Canadian Investment Fund Course (IFIC), Canadian Securities Course (CSC) or Canadian Investment Funds Operations Course (CIFOC), or a willingness to complete course within 12 months of hiring date
- Strong communication, organization and prioritization skills
- Proficient computer and math 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
- Open to receiving and incorporating constructive feedback and coaching to continuously improve
- Handle stressful situations in a calm and professional manner
- Punctuality and adherence to set schedule; must be available to work flexible shifts between 8am to 8pm from Monday to Friday
- Bilingualism (French, English, both oral and written) is require**d **for Quebec only** for the frequent interactions with English and French-speaking **c**olleagues or internal partners across Canada or worldwide.

**What Sets Us Apart?**
- We’re honoured to be recognized as a 2023 Best Workplaces in Ontario by Great Place to Work® Canada
- A comprehensive paid training program to set you up for success
- Competitive compensation plan with yearly bonus and salary increase programs based on performance
- Permanent full-time position with Flexible Benefits from the day you join
- 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

LI-Hybrid

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**:
47,000/47 000 - 77,000/77 000

**Job Category**:
Customer Service / Operations

**Posting End Date**:
19/05/2024

  • Bilingual Client Services Representative

    1 week 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...

  • Bilingual Client Representative

    1 month 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 Client Service Representative, Payout

    1 month 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 Customer Service Representative

    7 days ago

    Montréal, Canada Fusion BPO Services Full time

    Our **WORK FROM HOME** program offers all the stability and professionalism of our call centers, named among the top outsources in the industry. We provide a base hourly wage, extensive paid training and coaching, and the same benefits as working in our offices. If you have passion for making a difference, then **Fusion BPO** is the place for you! If you...

  • Bilingual Customer Service Representative

    4 days ago

    montréal, Canada Adecco Full time

    Offre d'emploi de représentant du service client bilingue à Saint-Laurent, QC (anglais et français)Adecco Professional Staffing actuellement en partenariat avec un client établi et en pleine croissance à la recherche de talents exceptionnels pour une fantastique offre d'emploi de représentant du service client bilingue à Saint-Laurent, QC. Cette...

  • Bilingual Customer Service Representative

    4 days ago

    montréal, Canada Adecco Full time

    Offre d'emploi de représentant du service client bilingue à Saint-Laurent, QC (anglais et français)Adecco Professional Staffing actuellement en partenariat avec un client établi et en pleine croissance à la recherche de talents exceptionnels pour une fantastique offre d'emploi de représentant du service client bilingue à Saint-Laurent, QC. Cette...

  • Bilingual Customer Service Representative

    4 days ago

    Montréal, Canada Adecco Full time

    Offre d'emploi de représentant du service client bilingue à Saint-Laurent, QC (anglais et français)Adecco Professional Staffing actuellement en partenariat avec un client établi et en pleine croissance à la recherche de talents exceptionnels pour une fantastique offre d'emploi de représentant du service client bilingue à Saint-Laurent, QC. Cette...

  • Bilingual Customer Service Representative

    2 weeks 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...

  • Bilingual Customer Service Representative

    4 days ago

    Montréal, QC, Canada Adecco Full time €27 - €31

    Offre d'emploi de représentant du service client bilingue à Saint-Laurent, QC (anglais et français)Adecco Professional Staffing actuellement en partenariat avec un client établi et en pleine croissance à la recherche de talents exceptionnels pour une fantastique offre d'emploi de représentant du service client bilingue à Saint-Laurent, QC. Cette...

  • Bilingual Customer Service Representative

    5 days ago

    Montréal, QC, Canada Adecco Full time €27 - €31

    Offre d'emploi de représentant du service client bilingue à Saint-Laurent, QC (anglais et français)Adecco Professional Staffing actuellement en partenariat avec un client établi et en pleine croissance à la recherche de talents exceptionnels pour une fantastique offre d'emploi de représentant du service client bilingue à Saint-Laurent, QC. Cette...

  • Bilingual Customer Service Representative

    1 week ago

    Montréal, QC, 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...

  • Bilingual Customer Service Representative

    1 week ago

    Montréal, QC, 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...

  • Bilingual Representative, Customer Service

    1 week ago

    Montréal, Canada First National Financial Full time

    Working together to be our best! First National is Canada’s largest non-bank lender, originating and servicing both commercial and residential mortgages since 1988. Over the past thirty years, we have been committed to hiring the best and brightest with over 1,000 proud team members. Through cooperation, ongoing coaching, development opportunities and a...

  • Bilingual Customer Service Representative

    5 days ago

    Montréal, QC, Canada Adecco Full time €27 - €31

    Offre d'emploi de représentant du service client bilingue à Saint-Laurent, QC (anglais et français) Adecco Professional Staffing actuellement en partenariat avec un client établi et en pleine croissance à la recherche de talents exceptionnels pour une fantastique offre d'emploi de représentant du service client bilingue à Saint-Laurent, QC....

  • Bilingual Customer Service Representative

    1 week ago

    Montréal, QC, 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...

  • Client Services Representative

    4 weeks 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...

  • CIBC - Client Service Representative, Private Banking - Montreal - Bilingual

    1 week ago

    Montréal, QC, Canada Canadian Imperial Bank of Commerce Full time

    CIBC - Client Service Representative, Private Banking - Montreal – Bilingual page is loaded CIBC - Client Service Representative, Private Banking - Montreal – Bilingual Apply locations Montréal, QC time type Full time posted on Posted Yesterday job requisition id 2408898 We’re building a relationship-oriented bank for the modern world. We need...

  • Bilingual Service Representative, Nsc

    2 days ago

    Montréal, Canada IG Wealth Management Full time

    **Division: IG Sales & Distribution** IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadian meet their financial goals....

  • Bilingual Customer Service Representative

    1 week ago

    Montréal, Canada Lynx Emissions Full time

    **About us** At Lynx Emissions, we transcend the ordinary, pioneering, problem-solving, and innovating in the realm of diesel aftertreatment systems. Formerly known as The DPF Company, our journey commenced in 2019 with a singular focus: servicing diesel particulate filters. Over the years, propelled by dedication and a passionate team, we have evolved into...

  • Client Services Representative

    1 week ago

    Montréal, QC, Canada Canadian Imperial Bank of Commerce Full time

    Client Services Representative page is loaded Client Services Representative Apply locations Montréal, QC time type Part time posted on Posted 3 Days Ago job requisition id 2410845 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At...