Sun Life Financial Customer Service Representative Full Time in Waterloo, ON

Sun Life Financial

Branch Waterloo ON CA

Customer Service Representative
Waterloo, ON

Customer Service Representative. Experience in a customer service environment. As a Customer Service Representative (CSR) working within the Dealer Operations…



Role Summary:
The Dealer Operations Team supports our Career Sales Force (CSF) advisors in the administration of our market based wealth business. As a Customer Service Representative (CSR) working within the Dealer Operations area, you will provide service and support to our CSF advisors through the daily processing and administration of transactions related to our Mutual Fund and/or Segregated Fund business.

Main Accountabilities:
Handle incoming inquiries and requests for Wealth Management Dealer Operations

Provide efficient and effective quality service to advisors

Process transactions submitted by advisors

Communicate daily with advisors, other CSR’s and fund companies via phone or email

Develop and maintain good advisor relationships while ensuring confidentiality

Review documents to ensure data is correct and within specified terms and obtaining, verifying or requesting missing or incomplete data with the advisor

Handle transfer calls from our Customer Care Centre

Excellent customer service

Excellent communication skills (verbal and written)

Solid ability to organize and prioritize

Experience with PC applications in a Windows environment

Strong problem-solving skills

Ability to work in a team environment

Strong analytical skills and attention to detail

Knowledge of mutual and/or segregated funds

Experience in a customer service environment

Previous office experience


Notes/Unique Requirements:
Ability to work flexible hours

Overtime could be required as dictated by workload

Testing on basic math, keyboarding, and windows may be required

Completion of IFIC course in first year

Individual Insurance and Wealth business unit represents close to 30 per cent
of all Sun Life Financial global revenue and more than 50 per cent of Canadian
earnings. We’re a top provider of life,
health and wealth products in the Canadian marketplace.

  • LI-JS1

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



Customer Service / Operations

Primary Location



Sun Life Financial Waterloo

227 King Street South


N2J 4C5

Employee Status




Unposting Date


Apr 22, 2015, 10:59:00 PM

or proceed with Standard Application Form.

Employment Type: Full Time
Location: Waterloo, ON, CA
Posted on: 2015-03-23
Posted by: