Director of Client Services growing tax - firm business through prospect development, consultative selling, and client expansion. Supporting Principals across service lines and traveling 50%+.
About the role
- Sun Life student administrator supporting payout annuity pension plans, sponsor services, and member transactions. Hybrid Montreal or Waterloo role focused on reconciliation and missing-information follow-ups.
Responsibilities
- Administer defined benefit (DB) pension plans
- Manage ongoing services to plan sponsors and member requests
- Support efforts to locate missing contract holders
- Process member requests and transactions
- Support sponsor and payment reconciliation activities
- Complete follow-ups related to missing member information
Requirements
- Analytical and problem-solving skills
- Expertise in managing high volumes of data in Microsoft Excel
- Excellent customer service skills
- Strong organizational, prioritization, planning and time-management skills
- Strong communication skills and ability to communicate proactively when needed
- High attention to detail and ability to produce quality work
- Ability to manage stress in a fast-paced, high-pressure environment
Benefits
- A friendly, collaborative and inclusive culture where you are valued as an innovator and trusted partner
- An environment focused on continuous learning and improvement
- Flexible work options, including working from both the office and virtually based on business, client, and employee needs
- Participation in discretionary incentive plans for eligible Sun Life employees in various Campus Graduate programs
- Accommodation support in the application process
- Alternative-format job postings upon request
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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