Bilingual Client Services Representative, Investment Funds
Sun Life
Montreal, Quebec
4d ago

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 :

As a Bilingual Customer Care Representative : 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 advisors 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 Sets Us Apart?

  • A comprehensive paid training program to set you up for success
  • Competitive compensation plan with annual bonus and salary increase programs based on performance
  • Permanent full time position with comprehensive benefits
  • Work week is Monday to Friday between 37.5 - 40 hour per week
  • 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
  • A collaborative and interactive team environment that grooms you for success
  • Reporting to the Manager, Client Services Investment Funds Operations you will :

  • 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 if necessary, 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
  • What You Bring To The Table :

  • Completion of the Canadian Investment Fund Course, Canadian Securities Courseor Canadian Investment Funds Operations Courseor willing to complete within 6 months
  • Knowledge of Wealth and financial products, more specifically Mutual Funds and Segregated Fund products
  • BA / BS degree or equivalent experience preferred
  • At least 1 year of customer service experience
  • Strong communication organization and prioritization skills
  • Exhibit professionalism within the workplace, while valuing and promoting team spirit
  • Solid analytical and problem solving skills with the ability to cope in fast-paced, demanding environment
  • Proficient computer and math skills
  • Open to receiving and incorporating constructive feedback and coaching to continuously improve
  • Handle stressful situations in a calm and professional manner
  • Maintains punctuality and adherence to set schedule; must be willing to work flexible shifts between 8am- 8pm from Monday to Friday
  • Bilingual
  • 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 sunlife.com

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

    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 sunlife.com.

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

    Salary Range :

    37,900 / 37 900 - 61,800 / 61 800

    Job Category :

    Customer Service / Operations

    Posting End Date : 29 / 04 / 2019

    29 / 04 / 2019

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