Client Relations Specialist

4 weeks ago


Kitchener, Ontario, Canada Sun Life Full time

Client Relations Consultant

The Sun Life Client Relations Team is in search of a motivated and service-oriented professional to join our vibrant and fast-paced environment. The ideal candidate will be instrumental in strengthening client connections and ensuring a superior level of client satisfaction.

Key Responsibilities:

  • Manage inquiries from advisors and clients regarding the Nominee Name or Client Name platform
  • Accurately process financial transactions while adhering to service standards
  • Effectively communicate with colleagues, fund companies, and clients
  • Complete all tasks with meticulous attention to detail

Qualifications:

  • Familiarity with dealer operations products and processes
  • Exceptional customer service and communication abilities
  • Proficient in problem-solving and decision-making
  • Strong organizational and time-management skills
  • Self-driven and capable of working autonomously

Preferred Skills:

  • Proficiency in Excel and financial tools
  • Understanding of the mutual fund industry and related applications
  • Experience in a call center environment is advantageous
  • Relevant university/college diploma or certifications

Company Culture:

  • Be part of a team dedicated to assisting clients in achieving financial security and wellness
  • Experience a collaborative and inclusive workplace
  • Contribute to the development of innovative digital solutions
  • Grow and succeed as a member of a supportive team


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