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Client Account Representative / Bank CS - L3

Job Category:

BPO / KPO / Shared Services

Job Level:

Professional

Open Date:

04-Jun-2021

Location:

QUEZON CITY

Close date:

30-Sep-2021

Client Industry:

BPO

Job Description and Qualification:

Job Summary: 

  • Provide dedicated service to a block of challenging client whose group retirement plan is being record kept by the company 

  • Deal directly with Plan Sponsors, Trustees, Brokers, and Third Party administrators 

  • Handle call and email transactions related to retirement annuities, investments, and insurance like enrollment, withdrawal, claims, etc. 

Qualifications: 

  • At least 2 years in college with 2 years of solid relevant experience in the BPO industry; Bachelor’s degree holder 

  • Background in handling financial account related to retirement annuities, investments, insurance, etc. 

  • Willing to work on night shift 

  • Ability to converse effectively using the English language 


Salary:

0.00