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Customer Service/Client Account Representatives (L2-L3) - Quezon City

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 global shared service centre providing finance, investments, contact centre, information technology, underwriting, actuarial, administrative and marketing services to companies around the world. They are a leading financial services group who puts customers’ needs first by providing the right solutions on areas such as insurance, financial advice and wealth and asset management.

With the company’s global headquarters in Canada and principal operations in Asia and the United States, they have served customers for more than 100 years and currently employs more than 35,000 resources. They aim 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 Description

  • Provide dedicated service to block of challenging client whose group retirement plan is being record 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.


  • Completed at least 2 years in college with at least 2 years of work experience supporting financial related program in the last 5 years
  • Excellent English communication skills (spoken and writing)
  • Strong customer service skills, analytical and problem solving skills
  • Minimum keyboarding skills of at least 35 words per minute
  • Ability to multi-task and navigate multiple applications at the same time.
  • Amenability to work on-site in UP Ayalaland TechnoHub at night full-time/shifting schedules and Philippine holidays