Bilingual Client Service Representative
Sun Life Financial
Toronto, Ontario, Canada
5d ago
source : Jobillico

At Sun Life, we work together, share common values and encourage growth and achievement. We offer many career paths that attract a wide variety of talent and skills.

Follow a path that lets your talents shine.

Job Description :

Sun Life Investment Funds Client Services is committed to providing the highest level of service to advisors and the internal Wholesale support team.

This excellent entry-level career opportunity offers on-going support and resources to ensure your success.

As a Bilingual Client Services Representative, you will provide support on operational inquiries and product information pertaining to Sun Life Investment Funds.

You will ensure the delivery of a consistent high quality level of customer service 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 resources
  • 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
  • Assist with department projects and initiatives as needed
  • What do you need to succeed?

  • Knowledge of Wealth and financial products, more specifically Mutual Funds and Segregated Fund products
  • Bilingual (French-English)
  • Completion of the Canadian Investment Fund Course (IFIC), Canadian Securities Course (CSC) or Canadian Investment Funds Operations Course (CIFOC)
  • BA / BS degree or equivalent experience preferred
  • At least 1 year of customer service experience
  • Strong communication, organization, and prioritization skills
  • Solid analytical and problem solving skills with the ability to cope in fast-paced, demanding environment
  • Handle stressful situations in a calm and professional manner
  • Must be willing to work flexible shifts between 8am- 8pm from Monday to Friday
  • What’s in it for you?

  • 15 vacation days per year
  • A comprehensive paid training program to set you up for success
  • Flexible Benefits from the day you join to meet the needs of you and your family
  • Work week is Monday to Friday between 37.5 - 40 hour per week (shift between 8am to 8pm)
  • The opportunity to move along a variety of career paths with amazing networking potential
  • A collaborative and interactive team environment that grooms you for success
  • Other career opportunities are available after a minimum of 24 months based on performance
  • The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors.

    In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance.

    Certain sales focused roles have sales incentive plans based on individual or group sales results.

    Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues.

    We welcome applications from qualified individuals from all backgrounds.

    Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-

    mail a request to thebrightside .

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

    Salary Range :

    39,900 / 39 900 - 65,100 / 65 100

    Job Category :

    Customer Service / Operations

    Posting End Date : 25 / 02 / 2019

    25 / 02 / 2019

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