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Customer Service Representative - Jobs in Waterloo, ON

Sun Life
Job LocationWaterloo, ON
EducationNot Mentioned
SalaryNot Disclosed
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypeFull Time

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.Role Summary:The Dealer Operations team is responsible for providing service to the Sun Life sales force in the administration of our market based wealth business. The Customer Service Representative (CSR) is an exciting role that provides phone support to our advisors in an inbound operational environment.Main Accountabilities:

  • Providing superior service to advisor telephone calls regarding the administration of mutual fund and segregated fund products
  • Assess advisor needs and address issues in a timely manner meeting monitored productivity and quality objectives
  • Use on-line systems to gather information required and resolve issues
  • Track interactions using on-line systems
  • Provide superior customer service by being proactive in meeting customer needs
  • Adherence to a strictly monitored schedule
Competencies:
  • Excellent customer service
  • Excellent communication skills (verbal and written)
  • Ability to multitask proficiently in a fast paced, performance driven environment
  • Attention to detail
  • Analytical thinker with proven problem solving skills
  • Ability to adapt quickly and comfortably to change
  • Professional telephone etiquette
  • Strong team player
Assets:
  • Mutual Fund Industry experience
  • Previous experience with Customer Service Workbench (CSW)
  • Previous call centre experience
Notes/Unique Requirements:
  • Current hours of service are 8:00 a.m. to 6:00 p.m. - must be available to work rotation of shifts
  • Overtime will be required during peak season
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:40,500/40 500 - 66,000/66 000Job Category:Customer Service / OperationsPosting End Date:Quick Apply
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