Team Lead, Investment Operations - Montréal, Canada - Sun Life

Sun Life

Verified Company

Montréal, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

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.

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.

The
Team Leader for the Investment Operations will provide leadership to a team of CSR's and Consultants.

The team's goal is to provide excellent customer service while setting up and administering Guaranteed Investment policies for our Clients, Advisors, and Brokers.

What will you do?

Act as the primary resource for the team by providing direction on overall targets, workload management, processes, and projects
Proactively address client, advisor, and broker needs and address complaints that may be escalated to you
Develop, strengthen, and maintain relationships with our business partners
Contribute to a dynamic work environment by identifying opportunities to continuously improve processes to better meet our service excellence, quality and financial commitments to our customers
Adhere to and ensure the integrity of Sun Life Financial's business practices and policies

What do you need to succeed?

Prior leader experience
Strong interpersonal and communication skills written and verbal
Positive attitude with a drive to succeed
Ability to build and sustain a strong teamwork culture
Critical thinking and customer service skills
Analytical, problem solving, and decision making skills
Adaptability, flexibility, and ability to lead through change
Time management, prioritization, and organization skills
Ability to present to senior leadership

Assets:

As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required
for Quebec only as the position includes managing both French and Englishspeaking staff (Quebec and outside Quebec) and providing daily support to the team.
A bachelor's degree or equivalent business experience
Insurance and wealth industry experience

What's in it for you?

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 caring, supportive, and inclusive culture
A collaborative and interactive team environment
Flexible Benefits from the day you join to meet the needs of you and your family.
Wellness programs that support the three pillars of your health mental, physical, and financial

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:

53,800/ ,400/87 400

Job Category:

Customer Service / Operations

Posting End Date:

24/04/2024