Bilingual Client Services Representative - Investment Funds

Sun Life is committed to providing the highest level of service to advisors and internal Wholesale support team. The Bilingual Client Services Representative will support operational inquiries and provide product information while ensuring a high-quality customer service experience.

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

Skills

• 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 in the financial industry
• Knowledge of Wealth and financial products, more specifically Mutual Funds and Segregated Fund products
• Strong communication, organization and prioritization skills
• Proficient computer and math 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
• 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
• Completion of the Canadian Investment Fund Course (IFIC), Canadian Securities Course (CSC) or Canadian Investment Funds Operations Course (CIFOC), or a willingness to complete course within 6 months of hiring date

Benefits

• A comprehensive paid training program to set you up for success
• A competitive compensation plan with yearly bonus programs
• Permanent full-time position with Flexible Benefits from the day you join

Company Overview