Job Description
Job Description
:The Dealer Operations Team seeking an exceptional, customer-oriented team player eager to join our growing, fast paced, and challenging environment.
As a Bilingual Customer Service Representative - Mutual funds Operations you'll play a key role in the day-to-day servicing of English and French Advisors/ Clients across Canada. Specializing in Nominee and Client name platforms, managing transactions in Mutual funds, Segregated funds, Exchange Traded Funds and Liquid Alternatives. In this role you will acquire foundational knowledge of products and procedures and build up to managing complex cases. With the constant evolution of technology, having strong consultants who providepersonalized support allows us to focus on a high end client experience while strengthening the Sun Life brand.
What will you do?
Resolve advisor inquiries with a client-centered approach, demonstrating flexibility and adaptability
Prioritize wor...
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