Client Services Representative

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

As a Client Services Representative supporting the Suspense Team, you will gain experience working on a diverse set of tasks that will enhance your knowledge of our Group Retirement Services systems and products and give you the opportunity to strengthen your technical understanding and problem solving skills. You will assist the Client Service Administration Teams and Plans Sponsors to ensure reconciliation of the suspense accounts as it relates to the Client’s contributions/payments.

**What you will do ?**
- Responsible for investigating, analyzing and processing suspense movements. Handing all components of suspense as outlined in our processes.
- Manage the daily, monthly, quarterly and yearly reconciliation of suspense and internal accounts related to several products and systems
- Investigate and report irregularities and discrepancies within the defined service standard and established key controls.
- Develop and maintain excellent customer service while understanding the importance of confidentiality
- Take ownership of tasks by investigating and ensuring first touch resolution
- Effectively communicate with Plan Sponsors, and internal stakeholders
- Support ad-hoc projects, as required
- Participate actively in all aspects of the Brighter Way Management system including huddles, GEMBA, Continuous Improvement and problem solving meetings.

**What you need to succeed ?**
- Understanding the financial implications to accounts receivable/payable
- Demonstrating analytical skills, ability to analyze situations, diagnose problems and develop proactive solutions.
- Team oriented and collaborative
- Critical thinker
- Communication skills (both verbal and written)
- Interpersonal skills
- Skills in MS Excel and Outlook
- Organizational skills, ability to manage multiple priorities and meet strict deadlines.
- Knowledge of the Group Retirement Services processes, systems, Ultera and Outlook
- Continuous improvement mindset
- Enjoy working in a fast-paced, evolving environment
- Able to organize and prioritize work in a high-volume area and adhere to strict timelines
- Self-starter who also thrives in a team setting

**Preferred skills**:

- Bilingualism (French, English) required
- immediate manager is a unilingual Anglophone outside Quebec
- Post secondary education in Accounting or a related field.

**What's in it for you?**
- Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives
- A friendly, collaborative and inclusive culture
- A collaborative and interactive team environment
- Being part of our journey in developing the next greatest digital experience
- Working together, sharing common values and encouraging growth & achievement

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

**Salary Range**:
37,

600/37 600 - 61
,500/61 500

**Job Category**:
Customer Service / Operations

**Posting End Date**: