Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Tailor your resume to this Bilingual Account Resolution Representative role.
Rezi rewrites your resume against Sun Life's job description. Free.
Tailor your resume to this Bilingual Account Resolution Representative role.
Rezi rewrites your resume against Sun Life's job description. Free.
Don't guess if your resume is good enough.
See how it scores against the Bilingual Account Resolution Representative posting at Sun Life — free, in seconds.
Don't guess if your resume is good enough.
See how it scores against the Bilingual Account Resolution Representative posting at Sun Life — free, in seconds.
About the Role
The Account Resolution Representative (ARR) investigates, follows up on, and resolves not-in-good-order (NIGO) transaction requests for mutual and segregated funds. This role validates trade and account documentation and liaises with external partners to resolve trade and account updates in a fast-paced, production-driven environment.
Responsibilities
- Pull up, review, and validate not-in-good-order (NIGO) trade and account update requests.
- Contact Advisors, Dealers, and MGAs by phone, email, or fax to obtain amended requests.
- Log all comments and interaction notes in the proprietary software interface and Sales Force.
- Monitor work packages until resolution.
- Respond to follow-up inquiries from Advisors by phone and email.
- Perform weekly chair duties, including acting as huddle master and monitoring the email inbox.
- Escalate exception cases to the Team Lead.
Requirements
- Bilingualism (French, English, both oral and written) is required for Quebec only.
- Ease working concurrently with multiple software interfaces and tech applications.
- Well organized with the ability to multi-task and forge positive relationships.
- Excellent communication skills by phone and email.
- Demonstrated problem-solving capabilities.
- Results oriented; takes personal accountability.
- Ability and willingness to work a fixed shift between 10:00 am and 6:00 pm Monday to Friday.
Skills
- Knowledge of Mutual Fund and Segregated Fund products and administration
- Experience with the distribution network and various operating systems used within the investment fund industry
- Concurrent multi-tasking with multiple software interfaces
- Communication prowess
Location
- Quebec
Work Type
- 10 months contract
- Hybrid
Salary/Compensations
- 54,600 - 84,800
About the Company
- At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives.
- Our values shape how we work: caring, authentic, bold, inspiring, and impactful.
- 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 may use artificial intelligence to support candidate sourcing, screening, interview scheduling.
Equal Opportunity
- 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.