Investor Services Associate
Sun Life
Posted
3 weeks ago
Taguig
Onsite
PHP 20K
Junior Level
Full Time
Sema Summary
The Investor Services Associate will handle customer inquiries and provide essential support for investor services. This full-time role is based in Taguig, Philippines and is suitable for junior level candidates. The associate will assist with account management and coordinate with respective teams to ensure smooth operations. A commitment to customer service and ability to manage multiple tasks will be crucial for success.
About Company
Sun Life is a leading financial services company that provides a wide range of solutions to help clients achieve their financial goals. They are committed to fostering innovation and ensuring high levels of customer satisfaction.
Core Requirements
- Bachelor's degree in Finance or related field
- Strong communication skills
- Customer-oriented mindset
- Ability to work in a team
- Detail-oriented
Responsibilities
- Answer customer inquiries regarding services
- Assist with account management
- Coordinate with internal teams
- Provide information about investment options
- Maintain records and documentation
- Handle customer complaints effectively
- Support the overall investor services team
Must Have skills
Nice To Have Skills
Tools Knowledge Requried
Job Keywords
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