Job Description
Elevate service delivery as a Team Leader for Sun Life's Dealer Operations team. Utilize your leadership and mutual fund expertise in a hybrid environment to ensure compliance and drive innovation.
This role emphasizes supervising and coaching Consultants to enhance service for Sun Life products. You will manage workflows, refine processes, and uphold regulatory guidelines, making your leadership vital. A strong grasp of problem-solving and customer service is essential in this dynamic environment.
Key Responsibilities:
• Lead and motivate Consultants to consistently meet KPIs
• Provide coaching and feedback for career development
• Oversee daily operations and manage escalation cases
• Collaborate on effective workload planning
• Drive continuous improvement in back-office processes
Requirements:
• 3+ years of leadership experience in financial services
• Understanding of Mutual and Segregated Fund industries
• Ability to inspire team creativity and in...
This role emphasizes supervising and coaching Consultants to enhance service for Sun Life products. You will manage workflows, refine processes, and uphold regulatory guidelines, making your leadership vital. A strong grasp of problem-solving and customer service is essential in this dynamic environment.
Key Responsibilities:
• Lead and motivate Consultants to consistently meet KPIs
• Provide coaching and feedback for career development
• Oversee daily operations and manage escalation cases
• Collaborate on effective workload planning
• Drive continuous improvement in back-office processes
Requirements:
• 3+ years of leadership experience in financial services
• Understanding of Mutual and Segregated Fund industries
• Ability to inspire team creativity and in...
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