Bilingual Mutual Funds Operations Specialist

2 weeks ago


Montreal, Canada Sun Life Financial Full time

A leading financial services company in Montreal is searching for a Bilingual Customer Service Representative to provide exceptional service to English and French Advisors and Clients across Canada. This role involves managing mutual fund transactions and navigating complex cases with a focus on client satisfaction. Ideal candidates will have strong problem-solving abilities, attention to detail, and a commitment to high-quality service. The company offers competitive compensation and a hybrid work environment.
#J-18808-Ljbffr



  • Montreal, Canada Sun Life Financial Full time

    A leading financial services company located in Montreal is seeking a Bilingual Customer Service Representative specializing in Mutual Funds Operations. The role involves servicing English and French Advisors across Canada, resolving inquiries and managing transactions with a strong emphasis on client satisfaction. The ideal candidate will have a University...


  • Montreal, Canada Sun Life Financial Full time

    A leading financial services company located in Montreal is seeking a Bilingual Customer Service Representative specializing in Mutual Funds Operations. The role involves servicing English and French Advisors across Canada, resolving inquiries and managing transactions with a strong emphasis on client satisfaction. The ideal candidate will have a University...


  • Montreal, Canada Sun Life Financial Full time

    A financial services company located in Montreal is looking for a bilingual Team Lead for Mutual Fund Operations. This role requires at least 3 years of leadership experience and a strong understanding of the mutual funds industry. Responsibilities include supervising a team, driving process improvements, and ensuring regulatory compliance. Ideal candidates...


  • Montreal, Canada Sun Life Financial Full time

    A financial services company located in Montreal is looking for a bilingual Team Lead for Mutual Fund Operations. This role requires at least 3 years of leadership experience and a strong understanding of the mutual funds industry. Responsibilities include supervising a team, driving process improvements, and ensuring regulatory compliance. Ideal candidates...


  • Montreal, Canada Manulife Full time

    A leading financial services provider in Montreal is seeking a Bilingual Service Associate to ensure accurate processing of mutual fund transactions. The role involves communicating with advisors, performing quality control, and contributing to operational improvements. Candidates must have financial services experience and be bilingual in French and...


  • Montreal, Canada Sun Life Financial Full time

    A leading financial services company in Montreal is searching for a Bilingual Customer Service Representative to provide exceptional service to English and French Advisors and Clients across Canada. This role involves managing mutual fund transactions and navigating complex cases with a focus on client satisfaction. Ideal candidates will have strong...


  • Montreal, Canada Manulife Wealth & Asset Management Full time

    A leading financial services provider is seeking a Bilingual Service Associate in Montreal. In this role, you will process mutual fund transactions, maintain quality control, and provide exceptional service to clients and advisors. Success will be measured through service levels and accuracy in handling transactions. Candidates should be bilingual in French...

  • Bilingual Team Lead

    2 weeks ago


    Montreal, Canada Sun Life Québec Full time

    Bilingual Team Lead - Mutual Fund Operations Join Sun Life Québec as a Bilingual Team Lead in Mutual Fund Operations. This role requires English/French bilingual proficiency and focuses on team supervision, process improvement, workflow management, and regulatory compliance. Responsibilities Lead, coach and motivate consultants to deliver best‑in‑class...


  • Montreal, Canada Sun Life Financial Full time

    A leading financial services company in Montreal is seeking a Bilingual Team Lead for Mutual Fund Operations. The ideal candidate will supervise a team, drive process improvements, and ensure compliance with regulations. Responsibilities include fostering innovation and best practices in service delivery. Candidates should have over three years of leadership...


  • Montreal, Canada Sun Life Financial Full time

    A leading financial services company in Montreal is seeking a Bilingual Team Lead for Mutual Fund Operations. The ideal candidate will supervise a team, drive process improvements, and ensure compliance with regulations. Responsibilities include fostering innovation and best practices in service delivery. Candidates should have over three years of leadership...