Sun Life Asia Service Centre Philippines

Client Care Rep (Individual Wealth)

Read more about the company

Share this job with your friends

You Want to apply this jobs?
Apply for Instant screening

Client Care Rep (Individual Wealth)

  • Sun Life Centre, 5Th Ave., BGC, Taguig, Metro Manila, Philippines

  • 20 Openings

  • > 1 yr

  • 18k/Month

  • 18000/Month

  • 7980/Month

Job Pitch

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.

Job Description

Reporting to the Team Lead, Customer Care Centre 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 What You Bring To The Table: - Bachelor degree in Financial or Economical studies - Knowledge of Wealth and financial products - 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 shifts between 8pm- 8am from Monday to Friday - Work from home set up is temporary based on management discretion.

Skill Required

  • Strong Communication Skills

Qualification Required

  • College Graduate
Top Picks
  • Work Hybrid
  • 14th Month Pay
  • Day 1 HMO for Dependent
  • Day 1 HMO
  • Free Food
Allowances And Incentives
  • Transport Allowance
  • Retirement Benefits

Similar jobs view all