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

Sunlife Solar; Taguig; On-site; PHP 300,000 - 450,000; Full time

Job summary

Sunlife Solar is seeking a Financial Client Care Representative to handle moderately complex financial advisor calls, provide timely information on wealth and financial products, and document all actions taken to process requests. You will use automated systems and training materials, meet department performance standards, and assist with projects.

Minimum qualifications include a bachelor’s degree in financial or economical studies and 1+ year of customer service experience in financial

Qualifications

• Bachelor degree in financial or economical studies.
• Knowledge of wealth and financial products.
• FINRA Series 7 and 63 preferred but not required.
• 1+ year customer service experience with financial accounts.
• 1-2 years of experience in handling mutual/investment funds.
• Strong communication, organization and prioritization.
• Professional demeanor, team oriented.
• Analytical and problem-solving skills in fast-paced environment.
• Proficient computer and math skills.
• Willing to receive feedback and coaching.
• Able to handle stressful situations calmly.
• Punctual and able to work flexible night shifts Mon-Fri.
• Contribute to a positive, friendly, motivated team environment.
• Internet bandwidth at least 25mbps with unlimited data.
• Residence within 2 hours from BGC.

Responsibilities

• Provide timely and accurate information to incoming telephone inquiries regarding wealth and financial products using resources
• Ensure accurate and timely processing of client/agent telephone-initiated requests
• Document actions to process telephone-initiated inquiries to maintain thorough records
• Adhere to department performance standards including schedule adherence, quality, productivity
• Assist with department projects and initiatives as needed

Skills

Communication skills

Organization & prioritization

Analytical thinking

Computer & math skills

Education

Bachelor degree in Financial or Economical studies

Job description

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, 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 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