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    Bilingual New Business Consultant - Montréal, Canada - Sun Life

    Sun Life
    Sun Life Montréal, Canada

    2 weeks ago

    Default job background
    Full time
    Description

    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.

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