Senior Client Service Administrator

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Location : Hybrid

Are you someone who recognizes the importance of great service, has a positive outlook, and enjoys working with a close-knit team? Do you have goals to grow your career in financial services and learn new skills along the way, while working in a supportive and inclusive environment? If this sounds like you, we're looking for a new team member.

As a Senior Client Service Administrator, you will provide service excellence to plan sponsors, members, advisors, and team members. As you advance and develop your skills, you will have the opportunity to progress from plan administration, such as enrolling new group retirement plan members into their group investment plans, to deepening your understanding of more complex Client requests, like processing retirement savings contributions for plan members. This role is also a great launching point if you're interested in managing Client relationships in the future or moving into other areas of Group Retirement Services.

What will you do?

• Review incoming Client requests to make sure all required information is included
• Send emails to Clients to request missing information
• Process Client requests, such as plan member information updates
• Follow process notes, Client service agreements, and quality guidelines to ensure that Client processes are handled without error
• Identify ways that we can improve how we work as a team to support Clients and business partners
• Participate actively in team huddles and communicate proactively with leaders and team members when working on requests that require collaboration or senior team member support

As a successful candidate, you are:

• Organized and efficient, with excellent time management skills
• Independently motivated to meet team objectives
• Focused and show strong attention to detail while working in a fast-paced environment
• Team-oriented and collaborative
• Ability to in manage correspondence and inbox inquiries
• Tech-savvy with an ability to embrace continuous system improvements

What do you need to succeed?

• Experience in a customer service and multitasking environment 
• Comfortable using computers, learning new applications, and knowing your way around Excel
• Knowledge of financial or investment products (RIF/LIF), an asset
• As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide.

What's in it for you?

• Your leader will support you and help you develop within this role and beyond
• Pension, stock, and savings programs to help build and enhance your future financial plan
• Flexible benefits from the day you join to meet yours and your family needs
• The opportunity to move along a variety of career paths with amazing networking potential

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.  

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

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