Position Description:

Job Summary:
As a Financial Support Representative specializing in financial investments, you will play a key role in ensuring a seamless and positive experience for both advisors and clients. Your primary responsibility will be to provide exceptional customer support related to financial investment accounts, addressing inquiries, resolving issues, and offering guidance to enhance overall satisfaction.

Key Responsibilities:
• Respond promptly and professionally to inquiries from clients and financial advisors regarding investment accounts, transactions, and related services.
• Assesses customers’ needs/requests by effective information gathering, research, and problem-solving based on standard processes.
• Provide accurate information on investment products, account balances, and performance reports.
• Respond promptly and professionally to inquiries from clients and financial advisors regarding investment accounts, transactions, and related services.
• Maintain clear and effective communication with clients, financial advisors, and internal stakeholders.
• Coordinates with higher level of support for the out-of-scope type concerns
• Identify opportunities for process improvement and contribute to enhancing overall customer service efficiency.
• Participates in special tasks and performs other duties as assigned.

Educational Background:
• At least Senior High School Graduate (K-12) or College Undergrad in any financial related course (Accounting, Financial Management and the like)


Career Experience:
• >Open for fresh graduates / no work experience as long as the candidate took accounting or finance related courses

• > with at least 1 year experience in servicing Financial/Wealth/Insurance Management engagements/accounts.

Skills
• Excellent communication and interpersonal skills, with the ability to convey complex financial information in a clear and understandable manner.
• Demonstrated customer service orientation and a proactive approach to addressing client needs.
• Effectively facilitates customer interactions following the Company and Client’s service strategy and
• Strong analytical and problem-solving abilities.
• Self-motivated, proactive, independent in solving problems.
• Strong business acumen with solid analytical skills and conceptual thinking
• Ability to thrive in a fast-paced environment.
• Participate in regular training sessions to enhance product knowledge, communication skills, and customer service techniques based on feedback and industry developments.
• Ability to document relevant call details clearly and cohesively following quality standards.
• Typing/keyboarding proficiency
• Basic Computer and Internet Literacy.
• Commitment to maintaining a high level of professionalism and confidentiality.
• Demonstrate a commitment to a culture of continuous improvement by providing constructive feedback to peers and contributing ideas for enhancing team performance.
• Exhibit a positive and open attitude towards receiving constructive feedback from clients, financial advisors, and supervisors.
• Contribute to a culture of continuous improvement by actively engaging in feedback sessions, team discussions, and training programs.
• Show a commitment to maintaining a client-centric approach, understanding that constructive feedback is integral to delivering an exceptional customer experience.
• Embrace a growth mindset, recognizing that feedback is an essential component of professional development and a pathway to achieving excellence in customer service.

Other Expectations:
• Schedule Adherence: Complies to assigned shift schedules (including but not limited to Start Time, End Time, and Breaks/Lunch); complies to rest day schedules; adheres to leaves filing policy outlined by the engagement/company
• Quality Compliance: Follows all quality standards following the engagement/company policies; Ensures all quality deficiencies are corrected promptly for activities in their function
• Teamwork and Communications: Ensures attendance to all required meetings (either for engagement-related meetings or for company-related meetings); Acts as backup for teammates and addresses excessive transaction queues caused by absenteeism
• Team player
• Can work under pressure
• Amenable to work on a shifting schedule
• Must be flexible with the ability to adapt to changes quickly.
• Proactive and has a customer service-oriented mindset
• Receptive to feedback and willing to learn.
• Interaction with clients and advisors may involve phone, email, and occasional in-person communication.

Skills:

• Analytical Thinking
• Detail-oriented
• Wealth Management

What you can expect from us:

Together, as owners, let’s turn meaningful insights into action.

Life at CGI is rooted in ownership, teamwork, respect and belonging. Here, you’ll reach your full potential because…

You are invited to be an owner from day 1 as we work together to bring our Dream to life. That’s why we call ourselves CGI Partners rather than employees. We benefit from our collective success and actively shape our company’s strategy and direction.

Your work creates value. You’ll develop innovative solutions and build relationships with teammates and clients while accessing global capabilities to scale your ideas, embrace new opportunities, and benefit from expansive industry and technology expertise.

You’ll shape your career by joining a company built to grow and last. You’ll be supported by leaders who care about your health and well-being and provide you with opportunities to deepen your skills and broaden your horizons.

Come join our team—one of the largest IT and business consulting services firms in the world.