Financial Client Care Representative (Investments/Annuities) 2027 Class

Sun Life Global Solutions – Philippines; Taguig; Híbrido; PHP 300.000 - 520.000; Jornada completa

Descripción de la vacante

Sun Life Global Solutions – Philippines is seeking a Financial Client Care Representative to support financial advisor inquiries about mutual funds and segregated funds. You will handle telephone-initiated requests, provide accurate product information, and document actions to ensure thorough records.

You will work in a fast-paced team, maintain schedule discipline, and contribute to a positive work environment.

Formación

• Bachelor's degree in any course.
• Knowledge of wealth and financial products.
• FINRA licenses (Series 7 and 63) preferred but not required.
• At least 1 year of customer service experience with a strong background in handling financial accounts.
• At least 1–2 years of experience in handling mutual/investment funds.
• Strong communication, organization and prioritization skills.
• Exhibit professionalism within the workplace while valuing team spirit.
• Solid analytical and problem solving skills in fast-paced environments.
• Proficient computer and math skills.
• Open to feedback and coaching for improvement.
• Handle stressful situations calmly and professionally.
• Punctuality and adherence to set schedule; willing to work night shifts Monday to Friday.
• Contribute to a positive, friendly and motivated team environment.
• Internet bandwidth at least 25 Mbps with unlimited data.

Responsabilidades

• Provide timely and accurate information to incoming telephone inquiries regarding wealth and financial products (mutual funds and segregated funds).
• Ensure accurate and timely processing of client/agent telephone-initiated requests.
• Document all actions to maintain thorough records of inquiries.
• Adhere to department performance standards (schedule adherence, quality, productivity).
• Assist with department projects and initiatives as needed.

Conocimientos

Customer service

Financial products knowledge

Communication

Organization & prioritization

Analytical thinking

Problem solving

Computer literacy

Attention to detail

Teamwork

Educación

Bachelor degree

Herramientas

FINRA Series 7 & 63 licenses

Descripción del empleo

Financial Client Care Representative:

You are a self-starter who provides answers to a variety of moderately complex financial advisors calls using well defined guidelines. You will perform multiple transactions to complete all aspects of customer inquiries within standard guidelines, and you will ensure that thorough records are maintained by documenting all actions taken to process telephone initiated requests.

As a Financial Client Care Representative you will:

• Provide timely and accurate information to all incoming telephone inquiries regarding our wealth and financial products specifically mutual funds and segregated funds, by utilizing automated telephone systems, computer applications, training material and other applicable resources

• Ensure accurate and timely processing of all client/agent telephone-initiated requests

• Ensure thorough records are maintained by documenting all actions taken to process telephone-initiated inquiries

• Adhere to all measurable department performance standards including but not limited to the following: schedule adherence, quality, productivity, etc.

• Assist with department projects and initiatives as needed

Minimum Qualifications:

• Bachelor degree in any course

• Knowledge of Wealth and financial products

• FINRA licenses (series 7 and 63) preferred but not required

• At least 1 year of customer service experience with a strong background in handling financial accounts

• At least 1-2 years of experience in handling mutual/investment funds;

• Strong communication organization and prioritization skills

• Exhibit professionalism within the workplace, while valuing and promoting team spirit

• Solid analytical and problem solving skills with the ability to cope in fast-paced, demanding environment

• Proficient computer and math skills

• Open to receiving and incorporating constructive feedback and coaching to continuously improve

• Handle stressful situations in a calm and professional manner

• Maintains punctuality and adherence to set schedule; must be willing to work flexible night shifts from Monday to Friday

• Contribute to maintain a positive, friendly and motivated environment within the team while adapting to our changing business needs

• Prescribed internet bandwidth is at least 25mbps with unlimited data

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.