Client Services Representative - Jobs in Sainte-Foy, QC

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. Youll 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, youll 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.As a Client Services Representative, you will provide support on operational inquiries and product information pertaining to Sun Life Global Investments funds. You will perform multiple activities to complete all aspects of advisors inquiries within standard guidelines, and will ensure that thorough records are maintained. You will ensure the delivery of a consistent high quality level of customer service experience in accordance with Sun Life Canadian Operations standards.What we offer:

• Have a direct impact on the lives of our Clients by providing exceptional service: provide our clients a best-in-class client service experience to help them achieve lifetime financial security and live healthier lives
• Training and Support with your progression in mind: A comprehensive, paid training program with a defined career progression plan.

• Rewards and Recognition: Competitive compensation with annual bonus up to 6% of your annual salary based on your performance. Salary increase programs based on performance with full benefits from the first day you join and 3 weeks vacation!

• Work life Balance: Flexible work environment with weekends off: Our department is open Mon-Fri 8 AM – 8 PM

What will you do

• Provide best-in-class client service: Provide timely and accurate information to all incoming telephone inquiries regarding our wealth and financial products, by utilizing automated telephone systems, computer applications, training material and other applicable resources
• Problem Solve: Assist our advisors, clients and Sales associates with addressing wealth and financial related inquires as well as resolving, or escalating issues, if necessary
• Innovate: Provide clients with additional information on Sun Life’s products & services in support of their financial and health goals
• Deliver Results: Ensure our clients have the right information

What do you need to succeed

• A great attitude with the client at the heart of everything you do
• At least 1 year of customer service experience in the financial services industry
• Sunlife will support you with the completion of at least with one of the following programs within 1 year of being hired: the Canadian Investment Fund Course (IFIC), Canadian Securities Course (CSC) or Canadian Investment Funds Operations Course (CIFOC)
• Proficient computer

Asset:

• Bilingual (French-English) strong asset
• Knowledge of Wealth and financial products is an asset, more specifically Mutual Funds and Segregated Fund product
• BA/BS degree in a relevant field or equivalent experience preferred

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:40,900/40 900 - 66,800/66 800Job Category:Customer Service / OperationsPosting End Date:03/02/2022Quick Apply

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