Bilingual Client Services Representative

4 days ago

VilleMarie, Canada Sun Life Full time

Job Description :Location: HybridThe Sun Life Investment Funds Client Services is committed to providing the highest level of service to advisors and internal Wholesale support team. This excellent entry level career opportunity offers on-going support and resources to ensure your success. Reporting to the Team Leader, you will provide support on operational inquiries and product information pertaining to Sun Life Investment Funds. You will perform multiple transactions to complete all aspects of advisor inquiries within standard guidelines, and will ensure that thorough records are maintained by documenting all actions taken to process telephone initiated requests. You will ensure the delivery of a consistent high-quality level of customer service experience in accordance with Sun Life Canadian Operations standards.What will you do?Provide timely and accurate information to all incoming telephone inquiries regarding our wealth and financial products, by utilizing automated telephone systems, computer applications, training material and other applicable resourcesEnsure accurate and timely processing of all client/agent telephone-initiated requests, address, resolve or escalate as needed any daily operational service issuesEnsure thorough records are maintained by documenting all actions taken to process telephone-initiated inquiriesAdhere to all measurable department performance standards including but not limited to the following: schedule adherence, quality, productivity, etc.Assist with department projects and initiatives as neededWhat do you need to succeed?Bilingualism (French, English, both oral and written) is required to answer calls from English and French speaking clients across Canada and worldwideAt least 1 year of customer service experience in the financial industryKnowledge of Wealth and financial products, more specifically Mutual Funds and Segregated Fund productsStrong communication, organization and prioritization skillsProficient computer and math skillsExhibit professionalism within the workplace, while valuing and promoting team spiritSolid analytical and problem-solving skills with the ability to cope in fast-paced, demanding environmentOpen to receiving and incorporating constructive feedback and coaching to continuously improveUnique RequirementsPunctuality and adherence to set schedule; must be available to work flexible shifts between 8am to 8pm from Monday to FridayCompletion of the Canadian Investment Fund Course (IFIC), Canadian Securities Course (CSC) or Canadian Investment Funds Operations Course (CIFOC), or a willingness to complete course within 6 months of hiring dateWhat Sets Us Apart?We are proud to be on the 2024 Best Workplaces in Canada list by Great Place to Work.A comprehensive paid training program to set you up for success, a competitive compensation plan with yearly bonus programsPermanent full-time position with Flexible Benefits from the day you joinKnowledge gained about our business and products offers you the ability to move into a variety of career paths across the organization Other career opportunities are available after a minimum of 24 months based on performance.A collaborative and interactive team environment.

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