Financial Client Care Representative (Mutual Funds/Investment/Annuity)

Sun Life; Taguig; On-site; PHP 279,000 - 446,000; Full time

Job summary

Sun Life in the Philippines is seeking a Financial Client Care Representative to handle telephone inquiries on wealth and financial products, process requests promptly, and document actions. The role requires a strong customer service background, familiarity with financial accounts, and ability to work night shifts Mon-Fri. A supportive, team-oriented environment is offered.

Qualifications

• Bachelor degree in Financial or Economical studies.
• 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.
• Residence should not be farther than 2 hours from BGC

Responsibilities

• Provide timely and accurate information to all incoming telephone inquiries regarding wealth and financial products.
• 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 schedule adherence, quality, productivity, etc.
• Assist with department projects and initiatives as needed.

Skills

Customer service

Financial products

Communication

Analytical skills

Problem solving

Computers

Time management

Education

Bachelor's degree in Financial or Economical studies

Tools

MS Office

CRM systems

Job description

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, 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 Financial or Economical studies
• 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 accountsAt 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
• Residence should not be farther than 2 hours from BGC