Client Care Rep (Individual Wealth) Sun Life Asia Service Centre Philippines - Client Care Rep (Individual Wealth)

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

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.

Skills Required

  • Strong Communication Skills

Qualification Required

  • College Graduate

What this jobs offers

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