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customer relations clerk


This is a Full-time position in Toronto, ON posted August 31, 2017.

Role Summary:
The role of RRIF/Saving Customer Service Representative offers an exciting opportunity to provide service to agents and customers by the daily processing and administration of transactions related to our RRIF/Savings products. You will maintain both new and existing business for the sales force and broker business. At times, you will be required to handle delicate situations involving our customers and advisors. You will be expected to provide same day service on administrative functions while maintaining a high level of accuracy and professionalism as well as excellent customer service on inbound and outbound calls from our clients and advisors. Main Accountabilities:

  • Work with advisors and brokers to provide service from pre-sale to issue to after sale service
  • Daily processing of transactions related to our products
  • Complete all work with a high attention to detail and accuracy
  • Communicate daily with agents, clients, team leaders and other staff
  • Respond pro-actively to client inquiries or concerns
  • Develop and maintain good client relationships while ensuring confidentiality
  • Review documents to ensure data is correct and within specified terms and obtaining and verifying missing or incomplete data
  • Provide phone support on rotational basis


  • Strong written and verbal skills
  • Excellent customer service skills
  • Proven ability to work well in a multitasked environment
  • Ability to learn and understand different computer systems and programs quickly
  • Solid organizational abilities (ability to prioritize work and handle a variety of responsibilities daily)
  • Excellent interpersonal skills
  • Ability to identify the question and relay accurate information about our contractual and administrative processes in a clear and understandable format
  • Display professionalism at all times
  • Proven ability to work in a stressful and fast-paced environment with fluctuating work volumes
  • Ability to work and contribute in a team environment
  • A detail-oriented, analytical thinker
  • Problem solving and good judgment
  • Mathematical skills
  • Adaptability and flexibility
  • Excellent typing skills
  • Ability to work overtime as needed


  • Bilingual (English/French)
  • Experience with Guaranteed Investments (AAs, GIC,) , Mutual funds and Segregated funds
  • Previous customer service or call centre experience
  • Previous banking experience
  • Previous experience with current SunLife systems/programs (i.e. Customer Service Workbench, Lotus Notes, Excel, Word, Valet, LA, Ingenium, PRISM and PAQMAN systems)

Notes/Unique Requirements:

  • Candidates will be required to complete a basic math test and customer service test
  • Overtime is required as dictated by volume of work