Senior Client Service Administrator
Sun Life
full-time
Posted on:
Location Type: Hybrid
Location: Waterloo • Canada
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Salary
💰 CA$49,000 - CA$77,000 per year
Job Level
About the role
- Provide service excellence to plan sponsors, members, advisors, and team members
- Review incoming Client requests to make sure all required information is included
- Send emails to Clients to request missing information
- Process Client requests, such as plan member information updates
- Follow process notes, Client service agreements, and quality guidelines to ensure that Client processes are handled without error
- Identify ways that we can improve how we work as a team to support Clients and business partners
- Participate actively in team huddles and communicate proactively with leaders and team members when working on requests that require collaboration or senior team member support
Requirements
- Experience in a customer service and multitasking environment
- Comfortable using computers, learning new applications, and knowing your way around Excel
- Knowledge of financial or investment products (RIF/LIF), an asset
- Bilingualism (French, English, both oral and written) is required for Quebec
Benefits
- Pension, stock, and savings programs to help build and enhance your future financial plan
- Flexible benefits from the day you join to meet yours and your family needs
- Your leader will support you and help you develop within this role and beyond
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Excelcustomer servicemultitaskingfinancial productsinvestment products
Soft Skills
service excellencecommunicationcollaborationproactiveteamwork