Bilingual Document Specialist supporting a positive customer experience in Group Benefits Administration at Sun Life by processing documents and managing inquiries.
About the role
- Bilingual Treasury Solutions Specialist assisting clients with RBC PayEdge onboarding and financial solutions. Partnering across teams to enhance client experiences and drive loyalty.
Responsibilities
- Provide advice and enable clients to leverage RBC PayEdge solutions
- Lead client onboarding and ensure exceptional client experiences
- Deliver financial insights and educate clients on emerging issues
- Partner with teams to develop client contact strategies
Requirements
- Proven experience in the financial services industry (minimum of 5 years)
- Strong client focus and organizational skills
- Experience with commercial markets clients and industry specialization
- Excellent verbal communication skills; ability to illustrate solutions impact
- Bilingual in English & French
- Willingness to learn new skills and build partnerships
Benefits
- Inclusive workplace fostering respect, belonging, and opportunity for all
- Opportunities for professional development
- Support for employee volunteer activities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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