New Business Consultant

Job Description

Schedule : Phone shift schedule rotates monthly. Shifts times are : 8am-4pm, 830am -430pm or 10am – 6pm

Salary : 55K

The Dealer Operations Team is looking for an exceptional, customer-oriented team player who is eager to join a growing, fast paced, challenging environment. The skills required of the successful candidate will ensure customer relationships are enhanced and contribute to building strong customer loyalty.

This role will complete financial and non-financial transactions daily in addition to providing support to our advisors. The consultant will be responsible for ensuring transfers, trades, and all other nominee and client name related tasks are completed accurately and within service standards.

Major accountabilities :

Handle advisor and client calls for Nominee Name or Client Name platform

Process transactions, including financial trades and transfer requests within service standards

Communicate with peers and fund companies via phone and email

Complete all work with a high attention to detail and accuracy

Follow up on external transfers to expedite the transfer of funds to Sun Life

Provide just-in-time support for market-based trades that have rejected or require review by the 4 PM deadline

Work with Data Integrity team to resolve any Nominee reconciliation issues

Resolve exceptions generated from the daily Transaction Reconciliation and the monthly Account Reconciliation against fund company data

Processing of taxation slips / receipts using Customer Service Workbench

Ensure that correct information is reported to clients on their tax slips and reported to Canada Revenue Agency and Revenue Québec

Respond to tax related inquiries from clients, advisors, business partners and working with Tax team to resolve any related escalations or issues

Process corrections and complete Letter of Indemnity for fund companies

Competencies :

Knowledge of the Dealer Operations' products and processes

Customer service skills

Problem-solving and decision-making skills

Communication skills written / verbal

Interpersonal skills

Organizational and time-management skills

Self-motivated, self-directed, able to work independently

Mathematical aptitude

Attention to detail, problem solving and decision-making skills

Ability to work in a face paced environment with a sense of urgency

Assets :

Knowledge of the mutual fund industry including MFDA (mutual fund dealer association) dealer accountabilities

Experience with Excel spreadsheets

Experience with Account Transfers Online Notification (ATON)

Knowledge of CSW (customer service workbench)

Knowledge of FundServ and Univeris applications

Call center experience

University / College diploma is an asset

IFIC Operations course or CSC Designation

Exchange Traded Funds (ETF) course

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