Sun Life

Bilingual Customer Service Representative – Mutual Funds Operations

Sun Life

full-time

Posted on:

Location Type: Hybrid

Location: Montreal • 🇨🇦 Canada

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Salary

💰 CA$49,000 - CA$77,000 per year

Job Level

Mid-LevelSenior

About the role

  • Resolve advisor inquiries with a client-centered approach, demonstrating flexibility and adaptability
  • Prioritize work to meet 4pm market deadlines for deposits and withdrawals of funds
  • Navigate complex and time-sensitive cases using critical thinking and problem-solving skills
  • Communicate effectively via email and phone with Advisors, fund companies, and related teams
  • Complete all work with high attention to detail and accuracy
  • Act as an escalation point of contact, taking ownership of cases end-to-end
  • Review documentation and information at account opening
  • Action transfers of client accounts internally and externally
  • Support quality checks and reconciliation of financial work through control reports
  • Work closely with advisors to complete sensitive cases such as Estate/Death claims, Unlocking of funds, and Marriage breakdowns
  • Maintain accuracy of tax coding for transactions and resolve tax-related inquiries
  • Process corrections and complete Letters of Indemnity for fund companies
  • Collaborate with internal teams to resolve cases and identify continuous improvements of internal processes

Requirements

  • Excellent customer service skills with a focus on putting the client first
  • Strong problem-solving and decision-making abilities, with a willingness to learn and apply new methods and tools
  • Outstanding written and verbal communication skills, able to relate openly with diverse groups
  • Self-motivated and self-directed, with the ability to work independently and as part of a team
  • Mathematical aptitude and attention to detail
  • Ability to work in a fast-paced environment with a sense of urgency
  • University/College diploma
  • Understanding of Mutual, Segregated, and Exchange Traded Funds
  • Strong prioritization and time management skills
  • Enthusiasm for learning and adopting new technologies
  • Ability to remain calm and focused despite disruptions or obstacles
  • Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide
Benefits
  • The opportunity to move along a variety of career paths with amazing networking potential
  • Flexible Benefits from the day you join to meet the needs of you and your family
  • Creation of an inclusive and respectful environment.
  • Recognition as a best workplace by Great Place to Work® Canada
  • Certification of top-level by Excellence Canada for mental health at work

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
mathematical aptitudeattention to detailproblem-solvingdecision-makingtime managementcustomer serviceaccount reconciliationtax codingcase managementfinancial documentation
Soft skills
client-centered approachflexibilityadaptabilityeffective communicationself-motivatedteam collaborationurgencyenthusiasm for learningcalm under pressureprioritization
Certifications
University diplomaCollege diploma