Senior Client Services Agent (Canadian Wealth Investment)
CGI Taguig Full-time
The Client Services Senior Agent plays a critical role in delivering high-quality customer service to clients across diverse platforms. This position primarily supports wealth management services by resolving client concerns, responding to inquiries, and ensuring consistent service excellence.
In addition to frontline support, Senior Agents serve as subject-matter experts and mentors, providing floor support through process clarification and reinforcing quality standards.
Your future duties and responsibilities- Provide excellent service to Financial Advisors and Clients related to Mutual Funds, Segregated Funds, Educational Plans, and other Specialty Products.
- Respond to client inquiries and concerns related to wealth management via multiple platforms, ensuring timely, accurate, and professional resolutions.
- Assess customer needs by gathering relevant information, conducting research, and applying problem-solving techniques aligned with company processes.
- Accurately document all customer interactions according to quality and compliance standards.
- Provide clear, complete, and client-appropriate information using approved call flows, templates, and system processes, while communicating appropriate options and delivering timely resolutions to address client needs.
- Manage complex or escalated client concerns, utilizing de-escalation techniques and appropriate issue triaging, and promptly escalate out-of-scope issues, ensuring proper documentation and coordination with higher-level support.
- Contribute to improving service delivery by leveraging knowledge of client satisfaction surveys (e.g., CSAT, CES, NPS) and providing insights for continuous improvement
- Stay up to date with process changes, system updates, and policy enhancements, and apply them during client interactions.
- Serve as a subject-matter expert and mentor, providing floor support for process-related inquiries and offering guidance to new joiners and team members, reinforcing company standards throughout their tenure.
- Schedule Adherence: Complies with assigned shift schedules (including but not limited to start time, end time, and breaks/lunch); follows rest day schedules; adheres to leave filing policies outlined by the engagement/company.
- Quality Compliance: Delivers service that meets or exceeds quality standards and takes prompt action to correct any deficiencies in performance or process.
- Teamwork and Communications: Actively participates in team and company meetings; supports team members by acting as a backup when needed; shares frontline insights and client feedback to drive service excellence.
- Collaboration: Engages with peers and leaders across different functions to ensure smooth service delivery and to support overall team goals.
- Continuous Improvement: Demonstrates initiative in identifying service gaps or process inefficiencies and contributes ideas to improving the client experience and operational effectiveness.
- Feedback-Driven: Embraces feedback from peers, supervisors, QA, and managers; uses insights to continuously enhance performance and client interactions.
- College Graduate; any business-related course is a plus
- Minimum of 2 years of experience in call center supporting Canadian wealth management products (Mutual Funds, Registered Products, and Segregated Funds)
- Strong verbal and written communication skills
- Amenable to work onsite in Mckinley, Taguig / night shift schedule
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