Position Description:

The Client Services Senior Agent plays a critical role in delivering high-quality customer service to clients across diverse platforms. This position primarily supports wealth management services by resolving client concerns, responding to inquiries, and ensuring consistent service excellence. In addition to frontline support, Senior Agents serve as subject-matter experts and mentors, providing floor support through process clarification and reinforcing quality standards. 

Your future duties and responsibilities:

. Provide excellent service to Financial Advisors and Clients related to Mutual Funds, Segregated Funds, Educational Plans, and other Specialty Products.

. Respond to client inquiries and concerns related to wealth management via multiple platforms, ensuring timely, accurate, and professional resolutions.

. Assess customer needs by gathering relevant information, conducting research, and applying problem-solving techniques aligned with company processes.

. Accurately document all customer interactions according to quality and compliance standards.

. Provide clear, complete, and client-appropriate information using approved call flows, templates, and system processes, while communicating appropriate options and delivering timely resolutions to address client needs.

. Manage complex or escalated client concerns, utilizing de-escalation techniques and appropriate issue triaging, and promptly escalate out-of-scope issues, ensuring proper documentation and coordination with higher-level support.

Skills:

Active listening&understanding

Agility and Innovation

Business Process Outsourcing

Communication

Continuous Improvement

Customer Service & Support

Detail-oriented

English

Financial Services

Risk management

Security compliancy

Wealth Management

Kindly take note 

Pre-screening notes:

• How many years of relevant experience you have with a call center supporting Canadian wealth management?

• Do you already handle inquiries on Mutual Funds, Segregated Funds & more?

•. Do you have ability to handle complex client concerns?

• How much is your last drawn salary?

• How much is your salary expectation?

• Are you amenable to work onsite in Taguig with a Night Shift Schedules?

• When are you available to start once hired?