Bilingual Customer Service Representative - Mutual funds Operations
Sun Life(25 days ago)
About this role
A Bilingual Customer Service Representative - Mutual Funds Operations at Sun Life provides bilingual (English/French) client and advisor support across Canada, focusing on nominee and client-name platforms and transactions across mutual, segregated, and exchange-traded funds. The role emphasizes building foundational product and procedural knowledge while contributing to a high-end client experience and strengthening the Sun Life brand.
Required Skills
- Customer Service
- Problem Solving
- Communication
- Time Management
- Attention To Detail
- Bilingualism
- Prioritization
- Teamwork
- Reconciliation
- Tax Coding
Qualifications
- University/College Diploma
- IFIC Operations
- Canadian Securities Course (CSC)
- ETF Courses
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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