Bilingual Client Service Representative, Investment Funds

Sun Life Financial - Toronto, ON (30+ days ago)

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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:
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

As a Bilingual Client Services 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
Annual Salary starting at $42,500 with competitive bonuses structures based on individual and team performance
Permanent full time position with comprehensive benefits
Work week is Monday to Friday between 37.5 - 40 hour per week (shift between 8am to 8pm)
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 18-24 months based on performance
A collaborative and interactive team environment that grooms you for success

Reporting to the Team Leader, 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 (IFIC), Canadian Securities Course (CSC) or Canadian Investment Funds Operations Course (CIFOC) or 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 in a call center environment
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 (English-French)

Salary Range: $37,500 - $38,500

Starting salary is $37,500 - $38,500, depending on location, with normal progression to $45,000 - $46,000 within 2 years for Client Care Representatives who meet expectations. 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.

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

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

Job Category:
Customer Service / Operations

Posting End Date: