Job Description:
What will you do?
- Support a high-performance team by building strong relationships with top tier advisors through proactive service (inbound and outbound email and telephone correspondence)
- Provide top notch client services support to top tier financial advisors with their Mutual Funds, Segregated funds, AA/GIC and Payout Annuities business
- Provide timely resolution to problems or escalated requests, often requiring investigation and timely follow-up, ensuring resolution, and providing exceptional client service
- Provide support to internal and external business partners with operational inquiries, escalated problems and issues regarding SLGI mutual fund accounts, trades and processing requirements
- Positively influence the performance of the team by delivering on Key Performance Indicators (KPI), advisor satisfaction and quality
- Foster a work environment that values people and encourages participation, excellence, creativity, continuous learning, accountability and continuous improvement
- Work closely with the Operations Support Administrators and assist with the day-to-day operational duties, as required
What do you need to succeed?
- Excellent communication skills (both verbal and written) to effectively collaborate with internal operations, external stakeholders and vendor partners
- In-depth knowledge of Wealth and Fixed Products, industry structure and best practices
- Ability to provide excellent customer service, with a demonstrated track record of exceeding customer expectations and delivering exceptional support and assistance
- Excellent planning, organizational and time management skills
- Ability to analyze complex data, interpret and present findings and solutions to leaders and other business partners
- Process-oriented and passionate about delivering on all assigned work that directly improves the Client Experience
- Ability to work flexible hours may be required to support West Coast
- As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only to answer calls from English and French-speaking clients across Canada or worldwide.
What will be nice to have?
- Completion of Canadian Investment Fund Operations Course (CIFC) or Canadian Securities Course (CSC), or willingness to complete course within 12 months
- Advanced proficiency with MS Excel and other MS Office Suite products
Reasons why you should join us under the Sun:
- We're honoured to be recognized as a 2023 Best Workplaces in Ontario by Great Place to Work® Canada!
- We're committed to creating an inclusive and respectful environment. Our goal is to make sure all our employees have the chance to live up to their full potential.
- Supportive leadership who's focused on your success and well-being.
- Sun Life ranked one of the 2023 Global 100 Most Sustainable Corporations in the World on the Corporate Knights' 2023
- We offer a number of programs and offerings to help our Employees achieve lifetime financial security and live healthier lives.
Salary Range:
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