Bilingual Mutual Funds Ops Specialist (EN/FR) - Hybrid

Sun Life Financial; Southwestern Ontario; Hybrid; CAD 49,000 - 77,000; Full time

Job summary

A leading financial services company is looking for a Bilingual Customer Service Representative in Southwestern Ontario. In this role, you will provide exceptional service to both English and French Advisors/Clients, managing transactions in Mutual funds and handling complex cases. Ideal candidates will have strong communication skills, a University/College diploma, and a customer-first mindset. Enjoy a dynamic environment with opportunities for growth and flexibility to work in a hybrid model.

Benefits

Flexible Benefits

Career path opportunities

Commitment to inclusive work environment

Qualifications

• Excellent customer service skills with a focus on putting the client first.
• Outstanding written and verbal communication skills, able to relate openly with diverse groups.
• Bilingualism is required for interactions with English and French-speaking colleagues.

Responsibilities

• Resolve advisor inquiries with a client-centered approach.
• Prioritize work to meet market deadlines for deposits and withdrawals.
• Communicate effectively via email and phone with Advisors and related teams.

Skills

Customer service skills

Problem-solving abilities

Written and verbal communication

Self-motivation

Mathematical aptitude

Time management skills

Bilingualism (French, English)

Education

University/College diploma

Tools

Univeris

FundServ

ATON/TMX

Customer Service Work Bench (CSW)

Job description

A leading financial services company is looking for a Bilingual Customer Service Representative in Southwestern Ontario. In this role, you will provide exceptional service to both English and French Advisors/Clients, managing transactions in Mutual funds and handling complex cases. Ideal candidates will have strong communication skills, a University/College diploma, and a customer-first mindset. Enjoy a dynamic environment with opportunities for growth and flexibility to work in a hybrid model.