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Customer Service Representative

3 weeks ago

Waterloo, Canada Sun Life Full time

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.

**Role Summary**:
The Dealer Operations team is responsible for providing service to the Sun Life sales force in the administration of our market based wealth business. The Customer Service Representative (CSR) is an exciting role that provides phone support to our advisors in an inbound operational environment.

**Main Accountabilities**:

- Providing superior service to advisor telephone calls regarding the administration of mutual fund and segregated fund products
- Assess advisor needs and address issues in a timely manner meeting monitored productivity and quality objectives
- Use on-line systems to gather information required and resolve issues
- Track interactions using on-line systems
- Provide superior customer service by being proactive in meeting customer needs
- Adherence to a strictly monitored schedule

**Competencies**:

- Excellent customer service
- Excellent communication skills (verbal and written)
- Ability to multitask proficiently in a fast paced, performance driven environment
- Attention to detail
- Analytical thinker with proven problem solving skills
- Ability to adapt quickly and comfortably to change
- Professional telephone etiquette
- Strong team player

**Assets**:

- Mutual Fund Industry experience
- Previous experience with Customer Service Workbench (CSW)
- Previous call centre experience

**Notes/Unique Requirements**:

- Current hours of service are 8:00 a.m. to 6:00 p.m. - must be available to work rotation of shifts
- Overtime will be required during peak season

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**:
40,500/40 500 - 66,000/66 000

**Job Category**:
Customer Service / Operations

**Posting End Date**: