Senior Client Services Agent – Canadian Wealth Management | BPO | Night Shift | Taguig (McKinley)
Gratitude IncSenior Client Services Agent – Canadian Wealth Management | BPO | Night Shift | Taguig (McKinley)
Job Description
Key Skills
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Senior Client Services Agent – Canadian Wealth Management | BPO | Night Shift | Taguig (McKinley)
Job Overview
We are hiring Senior Client Services Agents with strong experience in Canadian wealth management accounts for a high-volume BPO environment. The role focuses on handling complex financial client inquiries, particularly related to mutual funds, segregated funds, and investment products, while ensuring excellent service quality and compliance.
This is a 100% onsite
Key Responsibilities
Handle inbound client inquiries related to Canadian wealth management products
Provide accurate information on mutual funds, segregated funds, and related investments
Manage and resolve complex and escalated client concerns
Deliver high-quality customer service in a financial services environment
Accurately document all client interactions in internal systems
Ensure compliance with financial regulations and company standards
Coordinate with internal teams for issue resolution and follow-ups
College graduate (Business-related course is an advantage)
Minimum 2 years BPO/call center experience supporting Canadian wealth management accounts
Strong experience handling:
Mutual Funds
Segregated Funds
Other investment/wealth management products
Excellent communication and problem-solving skills
Proven ability to handle complex client concerns independently
Willing to work night shift
Willing to work 100% onsite in McKinley, Taguig
Role
Any Other
Timings
Night Shift (Permanent)
Industry
BPO
Work Mode
Work from office
Functional Area
Any Other
Note: Myglit doesn't charge any money from candidates. If you have been asked to pay money to get this job then report to us immediately at support@myglit.com.
Interview Tips
- Giving the VNA round?
- What are the most important skills you acquired as a Soft Skills/VNA trainer?
- How would you handle an irate customer?
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