Client Service Representative – Group Retirement Services Payout Annuity Services

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Location: Hybrid (needs to be in office 2 days/week)

Group Retirement Services - Payout Annuity is looking for a proven and skilled individual who is willing to join a dynamic and challenging environment. This role demands strong workflow management ability, attention to detail and a passion for high quality customer service.

Main accountabilities:

• Contribute to continuous improvement initiatives and projects

• Responsible to manage complex process with high volume of data

• Respond to inquiries from customers, sponsors, consultants and internal business partner

• Responsible for plan reconciliation and other plan specific tasks

• Handle quality control on various tasks

• Investigate and resolve escalated issues and complaints quickly and accurately

• Provide functional training to the team

Competencies:

• Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide.

• Commitment to quality and detail oriented

• Strong organizational skills and ability to meet tight deadlines

• Effective problem solving skills

• Active team player with the ability to work autonomously

• Proficient in procedure documentation

• Superior customer focus and interpersonal skills

Assets:

• Experience in financial or accounting

• Knowledge of pension legislation and annuities

• College diploma or minimum of 3 years of customer service experience

• Advanced knowledge of Microsoft Office applications (Word, Excel, Access)

Why join Sun Life:

• Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives

• A friendly, collaborative and inclusive culture

• A collaborative and interactive team environment

• Being part of our journey in developing the next greatest digital experience

• Working together, sharing common values and encouraging growth & achievement

#LI-Hybrid

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.

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 thebrightside@sunlife.com.

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

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