Client Service Leadership Professional

3 days ago


Montreal, Quebec, Canada Sun Life Financial Full time

We are seeking a Client Service Leadership Professional to join our team at Sun Life Financial.

About the Role

This role involves providing service excellence to plan sponsors, members, advisors, and team members. The ideal candidate will have experience in customer service environments and be able to multitask effectively. Bilingualism (French and English) is required for Quebec-based roles.

Responsibilities include reviewing incoming client requests, sending emails to request missing information, processing client requests, and following process notes and quality guidelines. The successful candidate will also identify ways to improve team processes and collaborate with colleagues to achieve shared goals.

Key Requirements
  • Organized and efficient time management skills
  • Independently motivated to meet team objectives
  • Focused attention to detail in fast-paced environments
  • Team-oriented and collaborative mindset
  • Proficiency in using computers and learning new applications
  • Excellent verbal and written communication skills
What We Offer
  • A supportive leader who will help develop your skills and career
  • Pension, stock, and savings programs to build your financial future
  • Flexible benefits to meet your needs and those of your family
  • The opportunity to advance in a variety of career paths with great networking potential

Estimated Salary: $47,000 - $77,000



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