Client Service Consultant responsible for client contact at Glacier by Sanlam. Assisting clients with investment queries and providing product information in a respected financial services team.
About the role
- Bilingual Client Services Representative providing support for Sun Life Investment Funds. Handling operational inquiries and delivering high-quality customer service in a hybrid role.
Responsibilities
- Provide timely and accurate information to all incoming telephone inquiries regarding our wealth and financial products
- Ensure accurate and timely processing of all client/agent telephone-initiated requests
- Adhere to all measurable department performance standards including but not limited to schedule adherence, quality, productivity, etc.
- Assist with department projects and initiatives as needed
Requirements
- Bilingualism (French, English, both oral and written) is required
- At least 1 year of customer service experience in the financial industry
- Knowledge of Wealth and financial products, more specifically Mutual Funds and Segregated Fund products
- Completion of the Canadian Investment Fund Course (IFIC), Canadian Securities Course (CSC) or Canadian Investment Funds Operations Course (CIFOC), or a willingness to complete course within 6 months of hiring date
- Strong communication, organization and prioritization skills
- Proficient computer and math skills
- Solid analytical and problem-solving skills with the ability to cope in fast-paced, demanding environment
Benefits
- Comprehensive paid training program
- Flexible Benefits from the day you join
- Yearly bonus programs
- Ability to move into a variety of career paths across the organization
- Collaborative and interactive team environment
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