Client Relationship Representative
Sun Life(3 days ago)
About this role
This role involves supporting new product sales and ongoing relationship servicing for retirement and investment products, primarily through phone and email interactions. The position emphasizes building strong client and advisor relationships, resolving client issues, and participating in sales and service initiatives to enhance customer satisfaction.
Required Skills
- Customer Service
- Communication
- Relationship Building
- Financial Products
- Problem Solving
- Time Management
- PowerPoint
- Excel
- Word
- Bilingual
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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