Bilingual New Business Consultant page is loaded
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 – 6pm
Salary: 55K
The 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 platform
Process transactions, including financial trades and transfer requests within service standards
Communicate with peers and fund companies via phone and email
Complete all work with a high attention to detail and accuracy
Follow up on external transfers to expedite the transfer of funds to Sun Life
Provide just-in-time support for market-based trades that have rejected or require review by the 4 PM deadline
Work with Data Integrity team to resolve any Nominee reconciliation issues
Resolve exceptions generated from the daily Transaction Reconciliation and the monthly Account Reconciliation against fund company data
Processing of taxation slips/receipts using Customer Service Workbench
Ensure that correct information is reported to clients on their tax slips and reported to Canada Revenue Agency and Revenue Québec
Respond to tax related inquiries from clients, advisors, business partners and working with Tax team to resolve any related escalations or issues
Process corrections and complete Letter of Indemnity for fund companies
Competencies:
Knowledge of the Dealer Operations' products and processes
Customer service skills
Problem-solving and decision-making skills
Communication skills written/verbal
Interpersonal skills
Organizational and time-management skills
Self-motivated, self-directed, able to work independently
Mathematical aptitude
Attention to detail, problem solving and decision-making skills
Ability to work in a face paced environment with a sense of urgency
Bilingualism (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 accountabilities
Experience with Excel spreadsheets
Experience with Account Transfers Online Notification (ATON)
Knowledge of CSW (customer service workbench)
Knowledge of FundServ and Univeris applications
Call center experience
University/College diploma is an asset
IFIC Operations course or CSC Designation
Exchange Traded Funds (ETF) course
Why 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 lives
A friendly, collaborative and inclusive culture
A collaborative and interactive team environment
Being part of our journey in developing the next greatest digital experience
Working together, sharing common values and encouraging growth & achievement
Please 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 thebrightside@sunlife.com .
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:
17/05/2024Shine together
At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed.
We’re a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far-reaching, and locally relevant There’s power in numbers. As part of Sun Life’s growing team, you have an impact on people in your community and around the world.
Shape the future
With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we’re driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Join us. Together, we can make the future brighter.
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