Sun Life

Elite Accelerator Specialist, Dealer Operations

Sun Life

full-time

Posted on:

Location Type: Hybrid

Location: Montreal • Canada

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Salary

💰 CA$58,000 - CA$93,000 per year

About the role

  • Manage daily requests from Elite advisor contacts ensuring service and quality objectives are attained
  • Investigate complex inquiries received by Elite partners
  • Handle escalated issues by phone or email
  • Partner with teams within Dealer operations to find quick win-win solutions
  • Educate on policy and procedure when gaps are identified
  • Develop strong relationships with Elite advisor contacts
  • Communicate with partners across all locations for consistent experience
  • Analyze common issues and provide feedback for knowledge gaps
  • Act as a change champion
  • Identify opportunities for process and system improvements

Requirements

  • Successful completion of a university degree or equivalent post-secondary education program related to this role
  • 3-5 years’ experience in a service and/or back office role within the mutual fund industry
  • Ability to work flexible hours 8 to 6pm
  • CSC or IFIC a strong asset
  • Superior communication skills to deal effectively with a variety of complex situations
  • High level of resourcefulness to efficiently obtain information required to resolve situations
  • Excellent organizational skills and the ability to prioritize in a rapidly changing environment
  • Strong client relationship skills and a client centric mindset
  • Bilingualism (French, English, both oral and written) is required
Benefits
  • Flexible Benefits from the day you join to meet the needs of you and your family
  • Commitment to creating an inclusive and respectful environment
  • Opportunities for ongoing personal and professional development
  • Networking potential with a variety of career paths
Applicant Tracking System Keywords

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

Hard Skills & Tools
service managementinquiry investigationissue resolutionprocess improvementsystem improvementpolicy educationrelationship managementdata analysischange management
Soft Skills
communicationresourcefulnessorganizational skillsprioritizationclient relationship managementclient centric mindsetflexibilityproblem-solvingcollaboration
Certifications
CSCIFIC