Sun Life Financial
Job title:
Bilingual New Business Consultant
Company
Sun Life Financial
Job description
You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You’ll work with dynamic colleagues – experts in their fields – who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you’ll have new and exciting opportunities to make life brighter for our Clients – who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.Job Description:Schedule: Phone shift schedule rotates monthly. Shifts times are: 8am-4pm, 830am -430pm or 10am – 6pmSalary: 55KThe Dealer Operations Team is looking for an exceptional, customer-oriented team player who is eager to join a growing, fast paced, challenging environment. The skills required of the successful candidate will ensure customer relationships are enhanced and contribute to building strong customer loyalty.This role will complete financial and non-financial transactions daily in addition to providing support to our advisors. The consultant will be responsible for ensuring transfers, trades, and all other nominee and client name related tasks are completed accurately and within service standards.Major accountabilities:Handle advisor and client calls for Nominee Name or Client Name platformProcess transactions, including financial trades and transfer requests within service standardsCommunicate with peers and fund companies via phone and emailComplete all work with a high attention to detail and accuracyFollow up on external transfers to expedite the transfer of funds to Sun LifeProvide just-in-time support for market-based trades that have rejected or require review by the 4 PM deadlineWork with Data Integrity team to resolve any Nominee reconciliation issuesResolve exceptions generated from the daily Transaction Reconciliation and the monthly Account Reconciliation against fund company dataProcessing of taxation slips/receipts using Customer Service WorkbenchEnsure that correct information is reported to clients on their tax slips and reported to Canada Revenue Agency and Revenue QuébecRespond to tax related inquiries from clients, advisors, business partners and working with Tax team to resolve any related escalations or issuesProcess corrections and complete Letter of Indemnity for fund companiesCompetencies:Knowledge of the Dealer Operations’ products and processesCustomer service skillsProblem-solving and decision-making skillsCommunication skills written/verbalInterpersonal skillsOrganizational and time-management skillsSelf-motivated, self-directed, able to work independentlyMathematical aptitudeAttention to detail, problem solving and decision-making skillsAbility to work in a face paced environment with a sense of urgencyBilingualism (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.Assets:Knowledge of the mutual fund industry including MFDA (mutual fund dealer association) dealer accountabilitiesExperience with Excel spreadsheetsExperience with Account Transfers Online Notification (ATON)Knowledge of CSW (customer service workbench)Knowledge of FundServ and Univeris applicationsCall center experienceUniversity/College diploma is an assetIFIC Operations course or CSC DesignationExchange Traded Funds (ETF) courseWhy join Sun Life:Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier livesA friendly, collaborative and inclusive cultureA collaborative and interactive team environmentBeing part of our journey in developing the next greatest digital experienceWorking together, sharing common values and encouraging growth & achievementPlease note that there will be grammatical tests (French and English) in interview process.The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to .At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.Salary Range: 44,700/44 700 – 73,200/73 200Job Category: Customer Service / OperationsPosting End Date: 17/05/2024
Expected salary
$44700 – 73200 per year
Location
Montreal, QC – Metcalfe, ON
Job date
Sat, 04 May 2024 23:04:25 GMT
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