Bilingual Client Services Representative - Investment Funds

Sun Life • Montreal, QC

3d • CA$49,000 - CA$77,000 • Hybrid

About The Position

The 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.

Requirements

• Bilingualism (French, English, both oral and written) is required to answer calls from English and French speaking clients across Canada and worldwide
• At least 1 year of customer service experience
• Proficient computer and math skills
• Strong communication, organization and prioritization skills
• Exhibit professionalism within the workplace, while valuing and promoting team spirit
• Open to receiving and incorporating constructive feedback and coaching to continuously improve
• Punctuality and adherence to set schedule; must be available to work flexible shifts between 8am to 8pm from Monday to Friday
• Solid analytical and problem-solving skills with the ability to cope in fast-paced, demanding environment
• This role requires Reliability Status Clearance. In addition to a law enforcement inquiry and a credit check, as part of your application, the Government of Canada will ask if you lived or travelled outside of Canada for 6-consecutive months during the last 5 years, and you must account for all activities during this time. Important: Obtaining Reliability Status Clearance within a reasonable amount of time is a condition required to start employment for this role at Sun Life.

Nice To Haves

• Knowledge of Wealth and financial products, more specifically Mutual Funds and Segregated Fund products is an asset
• Completion of the Canadian Investment Fund Course (IFIC), Canadian Securities Course (CSC) or Canadian Investment Funds Operations Course (CIFOC) – an asset

Responsibilities

• 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 resources
• Ensure accurate and timely processing of all client/agent telephone-initiated requests, address, resolve or escalate as needed any daily operational service issues
• Ensure thorough records are maintained by documenting all actions taken to process telephone-initiated inquiries
• Adhere 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 needed

Benefits

• Permanent full-time position with Flexible Benefits from the day you join
• A collaborative and interactive team environment.
• A comprehensive paid training program to set you up for success, a competitive compensation plan with yearly bonus programs
• Knowledge 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.
• Pension Plan, Stock Ownership program, 3 weeks of vacation, and more.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed