Bilingual Client Service Representative, Investment Operations

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.

Job Description:

Location: Hybrid

The Wealth Operations Fixed Wealth team is committed to providing the highest level of service to advisors and internal Payout Annuities team. Reporting to the Team Leader, you will be responsible for the efficient and accurate processing of Fixed Wealth requests, delivering quality service to advisors and thrive in a fast-paced environment in respect to regulatory deadlines.

What will you do?

• Responsible for efficiently and accurately processing Fixed Wealth requests, setting up new business and answering Advisor questions
• Answer client and advisor phone calls and email inquiries
• Learn how to support multiple product types and receive ongoing training to be able to resolve complex cases
• Collaborate with teammates on how to improve processes and create a better client experience
• Responsible for achieving daily efficiency and productivity targets and complete all work with >98% accuracy

What do you need to succeed?

• Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide
• 2 years of customer service experience
• Ability to work well under pressure and with competing priorities
• Positive attitude and a willingness to learn
• Exceptional written and verbal communication skills with an ability to handle conflict or difficult discussions
• Available to work operating hours between 8AM to 6PM from Monday to Friday

Preferred skills

• Call center experience, preferably in the investment or insurance sector
• Knowledge of fixed wealth products
• Experience working in an environment where volume fluctuates seasonally

What Sets Us Apart?

• We are proud to be on the 2024 Best Workplaces in Canada list by Great Place to Work®. We’re also listed as one of the Best Workplaces for Women and Best Workplaces with Most Trusted Executive Teams.
• Permanent full-time position with Flexible Benefits from the day you join
• Competitive compensation plan with yearly bonus and salary increase programs based on performance
• Comprehensive and interactive training program that sets you up for success
• Our unique Sabbatical Program gives you the opportunity to take up to 6 weeks off, every five years
• 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 18 months based on performance

#LI-Hybrid

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.

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.

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