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Payout Annuity Bilingual Client Service Representative

2 months ago

Kitchener, Ontario, Canada Financière Sun Life Full time
About the Role

We are seeking a highly skilled and bilingual Client Service Representative to join our team in providing exceptional service to advisors and customers. As a key member of our team, you will be responsible for daily processing and administration of transactions related to our Payout Annuity products.

Key Responsibilities
  • Work closely with advisors, brokers, and clients to provide service from presale to issue
  • Process transactions related to our Payout Annuity products on a daily basis
  • Respond proactively to inquiries or concerns from advisors, clients, and distribution partners
  • Develop and maintain good client and internal relationships while ensuring confidentiality
  • Review documents to ensure data is correct and within specified terms and obtain and verify missing or incomplete data
  • Provide phone support on a rotational basis
Requirements
  • Strong written and verbal skills
  • Excellent customer service and interpersonal skills
  • A high attention to detail and accuracy
  • Proven ability to work well in a multitasked environment
  • Solid organizational abilities (ability to prioritize work and handle a variety of responsibilities daily)
  • Display professionalism at all times
  • Ability to identify the question and relay accurate information about our contractual and administrative processes in a clear and understandable format
  • Problem solving and good judgement
  • Strong mathematical skills and computer savviness
  • Ability to work and contribute in a team environment
Assets
  • Experience with Payout Annuities
  • Previous customer service or call centre experience
  • Previous banking experience
  • Previous experience with current Sunlife/programs (i.e. Customer Service Workbench, Lotus Notes, Excel, Word, Valet, LA, Ingenium, PRISM and PAQMAN systems)
What We Offer
  • 15 days of vacation per year
  • Flexible benefits from day one to meet you and your family's needs
  • Retirement, stock ownership and savings programs to help you build and enhance your future financial security
  • Wellness programs that support the three pillars of your health - mental, physical and financial
Notes/Unique Requirements
  • Depending on work volumes, overtime may be required