Senior Client Services Agent (Canadian Wealth Management)

Gratitude Inc

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23 hours ago

Senior Client Services Agent (Canadian Wealth Management)

2-3 Year(s)

Manila (Taguig)

Job Description

Key Skills

Wealth Management College Graduate Call Center experience mutual funds

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Job title: Senior Client Services Agent (Canadian Wealth Management)

Non-Negotiable:

• Must be a college graduate (business-related course is a plus)

• Must have a minimum 2 years of call center experience supporting Canadian wealth management

• Must have proven experience in handling inquiries on Mutual Funds, Segregated Funds & more

• Must have strong communication & problem-solving skills

• Must have the ability to handle complex client concerns

• Must be amenable to work 100% onsite in McKinley, night shift schedule

• Not a job hopper

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.

. Contribute to improving service delivery by leveraging knowledge of client satisfaction surveys (e.g., CSAT, CES, NPS) and providing insights for continuous improvement

. Stay up to date with process changes, system updates, and policy enhancements, and apply them during client interactions.

. Serve as a subject-matter expert and mentor, providing floor support for process-related inquiries and offering guidance to new joiners and team members, reinforcing company standards throughout their tenure.

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

Role

Customer Service Executive

Timings

Night Shift (Permanent)

Industry

Accounting / Finance

Work Mode

Work from office

Process

Voice

Functional Area

ITES / BPO / Customer Service

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