Senior Client Services Administrator

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

The Senior Client Services Administrator role is to provide service excellence to Plan Sponsors, Members and Advisors on the Group Retirement Services (GRS) Operations client admin function.

Join us in shaping financial futures while furthering your career in the world of retirement services.

What will you do?

• Handle day-to-day administration of a block of business with various products in a timely manner within service level standards.
• Analyze and process transactions related to control accounts (suspense) daily to ensure they are current and accurate.
• Verify daily output and ensure corrections are completed on member accounts (P & L)
• Ensure all issues and complaints are escalated to the Client Service Lead/Manager.
• Identify trends and patterns on inquiries/transactions to help optimize client efficiencies
• Share client feedback or other issues with Client Service Lead to improve processes and the relationship with the client
• Track accurately all assigned work in the current management operating systems with appropriate ownership of work
• Participate actively in team huddles/meetings and keep others informed and up-to-date.

What do you need to succeed?

• Must have knowledge of investment products such as RRSPs, DCPPs, DPSPs, etc.
• Outstanding customer service skills with strong interpersonal and communication skills, both verbal and written
• As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide.
• Experience with MS Excel pivot tables
• Superior organization skills and an ability to multi-task in a high work volume setting
• Accuracy and speed
• Strong team player

Preferred skills:

• Bilingualism (French/English) is a strong asset.
• Experience in Group Retirement Services or with investment products, a strong asset.

What’s in it for you?

• Opportunities to own your career development with programs to continuously learn, build skills, grow through coaching and more.
• We are proud to be on the 2024 Best Workplaces in Canada list by Great Place to Work!
• Flexible Benefits from the day you join to meet the needs of you and your family
• Stock Ownership Program gives you the chance to invest in Sun Life and get a company match
• Our unique Sabbatical Program gives you the opportunity to take up to 6 weeks off, every five years.

#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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