Become a vital part of Sun Life Financial's Client Solutions Centre as a Customer Service Associate in a hybrid environment in Montreal. Deliver outstanding client support while managing calls related to Group Retirement and Pension Plans. As a Non-licensed Financial Services Representative at Sun Life, you will enhance customer relationships by providing accurate and timely information.

Your role focuses on supporting our dynamic team in implementing the In-Plan Welcome Strategy and addressing member inquiries effectively. Embrace the challenge of a quick-paced environment while helping clients achieve their financial goals. Key Responsibilities:

- Handle diverse telephone inquiries concerning group wealth plans
- Provide detailed information on financial options available to members




- Ensure superior customer service through prompt issue resolution
- Utilize system applications for gathering necessary information
- Advise members on accessing holistic financial advice when needed Requirements:
- Exceptional customer service skills with a professional demeanor
- Flexibility to adapt to changing priorities and roadmaps
- Experience in blended Call Centre environments
- Bilingual in French and English, both written and oral
- Attention to detail to uphold client experience standards Contribute to client satisfaction and loyalty with your expertise at Sun Life and help shape brighter futures.

📌 Customer Service Associate at Sun Life (Montreal)
🏢 Sun Life Québec
📍 Montreal