Bilingual Advisor Satisfaction Specialist Role

Enhance client relationships with Sun Life Financial as a Bilingual Advisor Satisfaction Specialist. This hybrid position requires excellent customer service skills and a strong foundation in mutual fund operations.
In this role, you will report to the Manager of Advisor Satisfaction and oversee the management of retail advisors. Your focus will be on handling escalated cases and fostering positive relationships through regular communication. Utilize your bilingual abilities to cater to advisors across Canada, ensuring that service objectives are consistently met.
Key Responsibilities:
• Manage daily requests from assigned advisor contacts
• Set up meetings to provide feedback and insights
• Investigate and resolve complex inquiries
• Handle escalated advisor issues efficiently
• Educate teams on policy and procedure gaps
Requirements:
• Bilingualism in French and English required
• 3-5 years in mutual fund operations
• University degree or equivalent e...