Bilingual Customer Service Representative – Mutual Funds Operations

Sun Life

. Resolve advisor inquiries with a client-centered approach .

Posted 11/4/2026full-timeMontreal • CanadaMid-LevelSenior💰 CA$52,500 - CA$81,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong problem-solving abilities and attention to detail while managing client inquiries and financial transactions. Proficient in navigating complex cases and collaborating with internal teams to enhance operational efficiency.

Highest-signal resume keywords

Customer Service SkillsProblem-Solving AbilitiesAttention To DetailBilingualism (French, English)Understanding Of Mutual Funds

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Mathematical AptitudeTime Management SkillsKnowledge Of Tax CodingExperience With Letters Of IndemnityUnderstanding Of Estate Claims

Soft Skills

Excellent Communication SkillsSelf-MotivatedAbility To Work IndependentlyTeam CollaborationAbility To Remain Calm Under Pressure

Tools & Technologies

UniverisFundServATON/TMXCustomer Service Work Bench (CSW)

Certifications & Qualifications

Investment Funds In Canada (IFIC) OperationsCanadian Securities Course (CSC)Exchange Traded Funds (ETF) Courses

Industry Keywords

Client-Centered ApproachMarket DeadlinesFinancial ReconciliationEscalation Point Of ContactContinuous Improvement

About the role

Key responsibilities & impact

Resolve advisor inquiries with a client-centered approach
Prioritize work to meet 4pm market deadlines for deposits and withdrawals of funds
Navigate complex and time-sensitive cases using critical thinking and problem-solving skills
Communicate via email and phone with Advisors, fund companies, and related teams
Complete all work with high attention to detail and accuracy
Act as an escalation point of contact, taking ownership of cases end-to-end
Review documentation and information at account opening
Action transfers of client accounts internally and externally
Support quality checks and reconciliation of financial work through control reports
Work closely with advisors on Estate/Death claims, Unlocking of funds, and Marriage breakdowns
Maintain accuracy of tax coding for transactions and resolve tax-related inquiries
Process corrections and complete Letters of Indemnity for fund companies
Collaborate with internal teams to resolve cases and identify continuous improvements of internal processes

Requirements

What you’ll need

Excellent customer service skills with a focus on putting the client first
Strong problem-solving and decision-making abilities, with a willingness to learn and apply new methods and tools
Outstanding written and verbal communication skills
Self-motivated and self-directed, with the ability to work independently and as part of a team
Mathematical aptitude and attention to detail
Ability to work in a fast-paced environment with a sense of urgency
University/College diploma
Understanding of Mutual, Segregated, and Exchange Traded Funds
Strong prioritization and time management skills
Enthusiasm for learning and adopting new technologies
Interest in understanding how the business works and applying detailed business information to your work
Ability to remain calm and focused despite disruptions or obstacles
Bilingualism (French, English, both oral and written) is required
Grammatical tests (French and English) are required
Call center experience is an asset
Completion of Investment Funds in Canada (IFIC) Operations, Canadian Securities Course (CSC), or Exchange Traded Funds (ETF) courses is an asset
Experience with systems such as Univeris, FundServ, ATON/TMX, Customer Service Work Bench (CSW) is an asset

Benefits

Comp & perks

The opportunity to move along a variety of career paths with amazing networking potential
Flexible Benefits from the day you join to meet the needs of you and your family
Inclusive and respectful environment
Employee well-being support and positive work culture
Flexible work arrangement with the choice to work from both the office and virtually based on business, client, and employee needs