Dealer New Business Consultant - Toronto, Canada - Sun Life

Sun Life

Verified Company

Toronto, Canada

1 week 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.

Schedule:
Phone shift schedule rotates monthly

Shifts times are:
8am-4pm, 830am -430pm or 10am - 6pm

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.

What will you do?

Handle advisor and client calls for Nominee Name or Client Name platform
Process transactions, including financial trades and transfer requests within service standards
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 justintime support for marketbased 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

What do you need to succeed?

Proficient knowledge of the Dealer Operations' products and processes
Excellent customer service skills
Excellent problemsolving and decisionmaking skills
Excellent communication skills written/verbal
Excellent interpersonal skills
Excellent organizational and timemanagement skills
Selfmotivated, selfdirected, able to work independently
Mathematical aptitude
Strong attention to detail, problem solving and decisionmaking skills
Ability to work in a face paced environment with a sense of urgency
Bilingualism (French, English) required

- interactions with English-speaking customers or partners

Assets:

Knowledge of the mutual fund industry including MFDA (mutual fund dealer association) dealer accountabilities
Experience with Excel spreadsheets
Knowledge of CSW (customer service workbench)
Call centre experience
University/College diploma is an asset
IFIC Operations course or CSC Designation

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 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

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:

41,700/ ,000/68 000

Job Category:

Customer Service / Operations

Posting End Date:

19/03/2023