Financial Client Care Representative (Mutual Funds/Segregated Funds)

Sun Life Global Solutions – Philippines; Taguig; Hybrid; PHP 391,000 - 614,000; Full time

Job summary

Sun Life Global Solutions – Philippines is seeking a Financial Client Care Representative to handle inbound inquiries on wealth and financial products, with focus on mutual funds. You will ensure accurate processing of requests and maintain thorough records while meeting performance standards.

The role requires a bachelor’s degree, 1+ year in customer service with financial accounts, and 1–2 years handling mutual/investment funds. Night shifts Monday to Friday are required.

Qualifications

• Bachelor degree in any course.
• Knowledge of wealth and financial products.
• 1+ year of customer service experience with financial accounts.
• 1–2 years of experience handling mutual/investment funds.
• Strong communication, organization and prioritization skills.
• Professional, team-oriented attitude.
• Analytical and problem-solving abilities for fast-paced environments.
• Proficient computer and math skills.
• Willing to receive feedback and coaching to improve.
• Ability to handle stressful situations calmly.
• MlAintains punctuality and adheres to schedule; willing to work flexible night shifts (Mon-Fri).
• Bandwidth of at least 25 Mbps with unlimited data.

Responsibilities

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

Skills

Wealth products knowledge

Customer service

Communication

Organization

Prioritization

Analytical skills

Problem solving

Teamwork

Adaptability

Stress management

Punctuality

Night shift readiness

Math skills

Education

Bachelor degree in any course

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 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