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Client Account Representatives (URGENT!)

Job Category:

BPO / KPO / Shared Services

Job Level:


Open Date:




Close date:


Client Overview:

About our client:

Discover amazing career opportunities with a company that is all about helping people achieve their dreams and aspirations!
Our client is a leading insurance and wealth and asset management group with global headquarters in Canada, operating regionally in Asia and the United States that 35,000 employees across the globe. Its global shared service centre in Quezon City and Lapu – Lapu City provides administrative, finance, investments, analytics, professional services, support, contact centre and information technology services to companies around the world and puts the customers at the forefront.
The company aims to attract, develop and retain a diverse workforce and to foster an inclusive work environment that embraces the strength of cultures and individuals. 

Client Industry:


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.
  • 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