Support English- and French-speaking advisors across Canada through mutual funds operations, client service, and accurate transaction processing at Sun Life.

As a Bilingual Customer Service Representative, you will service advisors and clients across Canada. You will manage transactions involving Mutual, Segregated, and Exchange Traded Funds. The work includes resolving inquiries, handling complex cases, and building product and procedure knowledge.

Key Responsibilities:

- Resolve advisor inquiries using a client-centered approach
- Process deposits, withdrawals, transfers, and transaction corrections
- Communicate with advisors, fund companies, and internal teams
- Review account-opening documentation and tax coding
- Reconcile financial work through control reports

Requirements:

- Bilingual French and English, written and oral
- University or college diploma
- Understanding of Mutual, Segregated, and Exchange Traded Funds
- Robust problem-solving, prioritization, and time-management skills
- Mathematical aptitude and attention to detail

Apply customer service, bilingual communication, and mutual funds knowledge while supporting accurate operations for Sun Life clients.

📌 Bilingual Mutual Funds Operations Representative (Montreal)
🏢 Sun Life
📍 Montreal