Serve English and French Advisors across Canada at Sun Life, using customer service and mutual funds knowledge in a hybrid work model. Manage transactions accurately while supporting personalized client experiences through phone and email.
As a Bilingual Customer Service Representative in Dealer Operations, you will service Advisors and Clients across Canada. You will manage Mutual funds, Segregated funds, Exchange Traded Funds, and Liquid Alternatives across Nominee and Client name platforms. The role builds foundational product and procedure knowledge toward complex cases.
Key Responsibilities:
- Resolve advisor inquiries using a client-centered approach
- Prioritize deposits and withdrawals before 4pm market deadlines
- Process account transfers, corrections, and Letters of Indemnity
- Communicate with Advisors, fund companies, and internal teams
- Complete reconciliations, tax coding, and quality checks accurately
Requirements:
- Bilingual French and English oral and written communication
- University or College diploma
- Understanding of Mutual, Segregated, and Exchange Traded Funds
- Robust problem-solving, prioritization, and time management skills
- Mathematical aptitude and meticulous attention to detail
Apply bilingual customer service, transaction processing, and mutual funds expertise to support Sun Life Advisors across Canada.