Client Relations Specialist
4 weeks ago
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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