Bilingual Account Resolution Representative
Core
Investigate, follow up, and resolve not-in-good-order (NIGO) transaction requests for mutual and segregated funds distributed by Sun Life Global Investments.
Role type
Account Resolution Representative (Investment Operations)
Builds
Trade and account updates for mutual and segregated funds
Domain
Financial Services / Investment Operations
Required skills
NIGO investigation, proprietary software interfaces, multi-tasking, data analysis, problem solving, phone/email communication
Preferred skills
Wealth product knowledge, complex fund processes (Estate Settlements, locked plans, RESP), IFIC Fund Operations or Canadian Securities Course, distribution network experience
Technologies
Automatic Work Distributor, Sales Force
Responsibilities
Validate NIGO trade and account update requests using proprietary software; Contact Advisors, Dealers, and MGAs to obtain amended requests; Log comments and monitor work packages until resolution; Respond to follow-up inquiries from Advisors; Participate in account cleanups and ad hoc initiatives; Escalate exception cases to Team Lead
Seniority
Entry-level / Contract