Financial Client Care Specialist - Night Shift

Sun Life Global Solutions – Philippines; Taguig; On-site; PHP 279,000 - 391,000; Full time

Job summary

Sun Life Global Solutions – Philippines is seeking a Financial Client Care Representative to respond to inquiries about wealth and financial products, using guided resources and systems. The role involves processing client/agent requests, documenting actions, and maintaining service standards.

The ideal candidate will have a bachelor’s degree, 1+ year of financial customer service experience, and familiarity with mutual funds. Flexibility for night shifts and strong communication are essential.

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 financial accounts.
• At least 1-2 years of experience in handling mutual/investment funds.
• Strong communication organization and prioritization skills.
• Exhibit professionalism and team spirit.
• Analytical and problem solving skills in a fast-paced environment.
• Proficient computer and math skills.
• Open to feedback and coaching.
• Flexible to work night shifts.

Responsibilities

• Provide timely and accurate information to inbound inquiries regarding wealth and financial products.
• Ensure accurate processing of client/agent telephone-initiated requests.
• Document actions taken to process inquiries.
• Adhere to department performance standards (schedule, quality, productivity).
• Assist with department projects and initiatives.

Skills

Customer service

Financial product knowledge

Communication skills

Analytical thinking

Time management

Education

Bachelor degree in any course

Job description

Sun Life Global Solutions – Philippines is seeking a Financial Client Care Representative to respond to inquiries about wealth and financial products, using guided resources and systems. The role involves processing client/agent requests, documenting actions, and maintaining service standards.

The ideal candidate will have a bachelor’s degree, 1+ year of financial customer service experience, and familiarity with mutual funds. Flexibility for night shifts and strong communication are essential.