Business Development Consultant

2 months ago

Kitchener, Ontario, Canada Sun Life Full time
Job Description

Job Summary: We are seeking a highly skilled and customer-focused individual to join our Dealer Operations Team as a Business Consultant. In this role, you will be responsible for providing exceptional customer service, processing financial transactions, and ensuring accurate and timely completion of tasks.

Key Responsibilities:

  • Handle advisor and client calls for Nominee Name or Client Name platform
  • Process transactions, including financial trades and transfer requests within service standards
  • Communicate with peers and fund companies via phone and email
  • Complete all work with a high attention to detail and accuracy
  • Follow up on external transfers to expedite the transfer of funds to Sun Life
  • Provide just-in-time support for market-based trades that have rejected or require review by the 4 PM deadline
  • Work with Data Integrity team to resolve any Nominee reconciliation issues
  • Resolve exceptions generated from the daily Transaction Reconciliation and the monthly Account Reconciliation against fund company data
  • Processing of taxation slips/receipts using Customer Service Workbench
  • Ensure that correct information is reported to clients on their tax slips and reported to Canada Revenue Agency and Revenue Québec
  • Respond to tax related inquiries from clients, advisors, business partners and working with Tax team to resolve any related escalations or issues
  • Process corrections and complete Letter of Indemnity for fund companies

Requirements:

  • Knowledge of the Dealer Operations' products and processes
  • Customer service skills
  • Problem-solving and decision-making skills
  • Communication skills written/verbal
  • Interpersonal skills
  • Organizational and time-management skills
  • Self-motivated, self-directed, able to work independently
  • Mathematical aptitude
  • Attention to detail, problem solving and decision-making skills
  • Ability to work in a face paced environment with a sense of urgency

Assets:

  • Knowledge of the mutual fund industry including MFDA (mutual fund dealer association) dealer accountabilities
  • Experience with Excel spreadsheets
  • Experience with Account Transfers Online Notification (ATON)
  • Knowledge of CSW (customer service workbench)
  • Knowledge of FundServ and Univeris applications
  • Call center experience
  • University/College diploma is an asset
  • IFIC Operations course or CSC Designation
  • Exchange Traded Funds (ETF) course

Why Join Sun Life:

  • Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives
  • A friendly, collaborative and inclusive culture
  • A collaborative and interactive team environment
  • Being part of our journey in developing the next greatest digital experience
  • Working together, sharing common values and encouraging growth & achievement

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