Bilingual Account Resolution Representative

Sun Life Financial; Toronto; Hybrid; CAD 55,000 - 85,000; Full time

Benefits offered by this job

Hybrid work environment

Employee benefits

Job summary

Sun Life Financial in Toronto is seeking an Account Resolution Representative (ARR) on a 1-year contract to investigate and resolve not-in-good-order trade requests for mutual and segregated funds. You will validate documentation, liaise with Advisors, Dealers and MGAs, and manage multiple software interfaces in a fast-paced environment.

The role requires strong communication, data analysis, and a solution-focused mindset; bilingualism is required for Quebec and a fixed 10:00 am to 6:00 pm shift

Qualifications

• Knowledge of Mutual Fund and Segregated Fund products and administration.
• Excellent communication skills by phone and email, ability to communicate complex steps succinctly.
• Demonstrated problem solving capabilities; ability to analyze data and make recommendations.

Responsibilities

• Pull up, review and validate not-in-good-order (NIGO) trade and account update requests using the Automatic Work Distributor system within a proprietary software interface
• Contact Advisors, Dealers and MGAs by phone, email or fax to obtain amended requests, using Salesforce contact information and customized contact sheets
• Log all comments and interaction notes in the proprietary software interface and Salesforce, and continue to monitor work packages until resolution
• Respond to follow up inquiries from Advisors by phone and email
• Participate in account cleanups and ad hoc initiatives
• Build cross-functional relationships with other teams within the department to facilitate quick NIGO resolution
• Actively own their learning journey, complete all training and assigned modules and adopt a continuous learning attitude
• Weekly chair duties which include being the huddle master and email inbox monitor
• Escalate exception cases to Team Lead
• Contribute to continuous improvement by recommending well-thought out changes
• Develop into a SME on a specific topic and participate in projects as required
• Demonstrate active team engagement in events and knowledge transfers

Skills

Mutual Fund knowledge

Segregated Fund knowledge

Multi-tasking

Communication skills

Analytical skills

Tech-savvy

Tools

Salesforce

Proprietary software

Job description

1 year contract

Job Description

The Account Resolution Representative (ARR) is responsible for the investigation, follow up and resolution of not-in-good-order (NIGO) transaction requests for mutual and segregated funds distributed by Sun Life Global Investments. The ARR validates trade and account related documentation using a proprietary software interface and liaises with Advisors, Dealers and MGAs to obtain efficient and timely resolution of trade and account updates. The ARR works in a volume and production driven environment where speed, quality, keen eye to detail, concurrent multi-tasking with multiple software interfaces, and communication prowess matter.

Qualifications

• As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only to answer calls from English and French-speaking clients across Canada or worldwide.
• Knowledge of Mutual Fund and Segregated Fund products and administration
• Ease working concurrently with multiple software interfaces and tech applications
• Well organized with the ability to multi-task and forge positive relationships while maintaining excellent KPIs, service quality and SLAs
• Excellent communication skills by phone and email, ability to communicate complex steps succinctly
• Experience within a high volume Investment Operations setting
• Demonstrated problem solving capabilities; ability to analyze data and make recommendations
• Results oriented; takes personal accountability
• Ability and willingness to work a fixed shift between 10:00 am and 6:00 pm Monday to Friday

Preferred Skills

• Knowledge of wealth products offered by Sun Life Global Investments
• Knowledge of complex investment fund processes including Estate Settlements, locked plan administration, and RESP administration IFIC Fund Operations or Canadian Securities Course is an asset
• Experience with the distribution network and various operating systems used within the investment fund industry

Responsibilities

• Pull up, review and validate not-in-good-order (NIGO) trade and account update requests using the Automatic Work Distributor system within a proprietary software interface
• Contact Advisors, Dealers and MGAs by phone, email or fax to obtain amended requests, using Sales Force contact information and customized contact sheets
• Log all comments and interaction notes in the proprietary software interface and Sales Force, and continue to monitor work packages until resolution
• Respond to follow up inquiries from Advisors by phone and email
• Participate in account cleanups and ad hoc initiatives
• Build cross-functional relationships with other teams within the department to facilitate quick NIGO resolution
• Actively own their learning journey, complete all training and assigned modules and adopt a continuous learning attitude
• Weekly chair duties which include being the huddle master and email inbox monitor
• Escalate exception cases to Team Lead
• Contribute to continuous improvement by recommending well-thought out changes
• Develop into a SME on a specific topic and participate in projects as required
• Demonstrate active team engagement in events and knowledge transfers

Compensation and Benefits

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

Salary Range: 54,600/54 600 - 84,800/84 800

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds. Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to [e-mail]. We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you. We may use artificial intelligence to support candidate sourcing, screening, interview scheduling. We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Job Category: Customer Service / Operations

Posting End Date: 16/10/2026

Shine together

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