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Regional Account Manager

2 months ago

Toronto, Ontario, Canada Sun Life Financial Full time
Job Summary

We are seeking a highly motivated and experienced professional to join our team as a Regional Account Manager. As a key member of our operations team, you will be responsible for managing account opening and maintenance activities, ensuring compliance with regulatory requirements, and providing exceptional customer service.

Key Responsibilities
  • Implement and maintain effective account opening and maintenance processes
  • Ensure compliance with regulatory requirements and industry standards
  • Provide training and support to new employees and colleagues
  • Participate in internal and external audits and quality assurance initiatives
  • Collaborate with cross-functional teams to achieve business objectives
Requirements
  • Minimum 5 years of experience in the securities industry, with a focus on account opening and maintenance
  • Strong knowledge of regulatory requirements and industry standards
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritize multiple tasks
  • Bilingualism (French and English) is required
What We Offer
  • A competitive salary and benefits package
  • Opportunities for professional growth and development
  • A dynamic and supportive work environment
  • Flexible work arrangements and a healthy work-life balance

Sun Life Financial is a leading international financial services organization with a long history of innovation and excellence. We are committed to helping our clients and employees achieve their goals and live healthier lives.