Bilingual Customer Service Representative - Mutual funds Operations

The Bilingual Customer Service Representative - Mutual funds Operations role at Sun Life supports English and French-speaking Advisors and Clients across Canada by managing transactions in mutual funds, segregated funds, ETFs, and liquid alternatives. The position involves resolving advisor inquiries, processing account transfers, handling complex cases, and ensuring accurate tax coding and documentation. This customer-focused role requires strong problem-solving skills, bilingual communication abilities, and a commitment to delivering a high-end client experience.