Bilingual Account Resolution Representative
Sun Life(1 month ago)
About this role
An Account Resolution Representative at Sun Life Global Investments is part of the investment operations team supporting mutual and segregated fund transactions. The role operates within a high-volume, production-driven environment and works with advisors, dealers and internal partners across Canada to uphold service and operational standards. This position contributes to client service excellence and continuous improvement initiatives within the organization.
Required Skills
- Bilingualism
- Communication
- Multitasking
- Detail Orientation
- Problem Solving
- Salesforce
- Trade Validation
- Account Resolution
- Client Service
- Escalation
+2 more
Qualifications
- IFIC Fund Operations (asset)
- Canadian Securities Course (asset)
About Sun Life
sunlife.comSun Life is a financial services company providing financial planning, life insurance, health insurance, investments and more.
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