Financial Services Representative

At Sun Life, we're passionate about helping our Clients achieve their financial goals. As a Client Service Representative, you'll play a key role in delivering exceptional service to our Clients, ensuring they receive the support they need to thrive.As part of our team, you'll be responsible for receiving payments, checking application completeness, and...

We are seeking a highly motivated and experienced Financial Services Representative to join our team at Sun Life Grepa Financial. As a key member of our team, you will be responsible for developing and maintaining relationships with bank branch personnel and generating referrals for the bank through fact-finding interviews.About the JobIn this role, you will...

The Financial Services Representative is an integral part of our operations group, providing expert advice and support to customers. As a representative, you will process financial transactions, prepare reports, and handle customer inquiries.Key ResponsibilitiesProcess financial transactions, including deposits, withdrawals, and transfers.Prepare and...

We are looking for a skilled Financial Services Representative to join our team at E.D. Paras Insurance Services.About the OpportunityThis role offers a unique chance to build a successful career in financial services, with a focus on providing expert advice and guidance to clients.Key ResponsibilitiesMeet with clients to discuss their financial needs and...

About the OpportunityDBOS in Australia offers a challenging role for a Financial Services Representative.Key Responsibilities:Deliver exceptional customer service and supportBuild and maintain relationships with clients and stakeholdersConduct needs assessments and provide tailored solutionsMeet or exceed sales targets and business objectivesCollaborate with...

Role OverviewThe Financial Services Director will be responsible for leading the overall leadership and management of the Finance Support domain within Manulife Business Processing Services. This includes maintaining trust with customers, ensuring efficient, high-quality service delivery, and strategic deliverables.This role is accountable for more than 160...

Job DescriptionWe are seeking an experienced Customer Service Representative to join our financial services team. As a key member of our operations team, you will be responsible for providing exceptional customer service to clients, resolving inquiries and issues in a timely manner, and ensuring high levels of customer satisfaction.

About UsAt LeadAdvisors, we pride ourselves on being a leading provider of financial services. Our mission is to deliver exceptional results for our clients through our dedicated team of professionals.Job DescriptionWe are seeking a Financial Services Representative to join our team. The ideal candidate will have excellent communication skills, a proven...

Manulife Financial: A Leader in Investment OperationsWe are seeking a highly skilled Investment Operations Specialist to join our team. In this role, you will be responsible for delivering high-quality service across multiple domains, performing complex financial reports and operational audits, and escalating issues or potential risks to management.Key...

As a Senior Financial Services Professional at Manulife Financial, you will play a critical role in supporting our team's mission to deliver high-quality financial services to our customers.In this role, you will be responsible for creating training plans for new joiners and collaborating with other team members and business partners on special projects....

Job Summary">The Financial Services Representative role at BLUFORCE involves building and maintaining relationships with clients, providing financial advice and support, and processing transactions and payments. If you have a passion for finance and customer service, this could be the perfect opportunity for you.">Key Responsibilities">">Develop and...

Are you looking for a supportive and collaborative workplace with great benefits and clear career development? You've come to the right place.Why choose Manulife?Competitive Salary packages and performance bonusesDay 1 HMO + FREE coverage for your dependents (inclusive of same-sex partners)Retirement savings benefitRewarding culture that values wellness and...

Welcome to J-K Network Services:We are a leading multinational banking and financial services company in the Philippines, with over 30 years of experience in providing exceptional services to our clients. As a key player in the Asian banking industry, we are committed to delivering top-notch financial solutions that meet the evolving needs of our...

About Our CompanyWe are J-K Network Services, a leading multinational banking and financial services company in the Philippines. We have been serving our customers for over 30 years and have earned a top position in Asia. Our commitment to excellence has driven us to innovate and provide our customers with the best possible service and solutions.Job...

We are seeking a highly skilled Customer Service Representative to join our team in Quezon City. As a key member of our financial services team, you will be responsible for providing exceptional customer service and support to clients.Key ResponsibilitiesProvide top-notch customer service support, addressing inquiries and resolving concerns in a timely and...

UnionBank Financial Services and Insurance Brokerage Inc. (UFSI) is a leading financial services provider seeking a Financial Services Coordinator to join our team.About the RoleThis is a mid-senior level, full-time position that requires strong organizational and analytical skills, as well as the ability to work collaboratively with cross-functional...

The Corporate Service Representative is a key member of our team, responsible for delivering exceptional service to our clients and ensuring the smooth operation of our distribution channels.Responsibilities:Policies and Benefits: Set up policies and benefit schedules based on client proposals.Account Management: Manage a portfolio of accounts, maintaining...

Sun Life Grepa Financial, Inc. Company OverviewHistory of ExcellenceSun Life Grepa Financial, Inc. has built a reputation for delivering exceptional financial solutions through its bancassurance, agency, and group account channels. Our team is committed to providing customers with personalized support.The Job DescriptionYour key responsibilities will...

About the Role:We are seeking a skilled Financial Services Professional to join our team. As a Senior Business Analyst, you will be responsible for designing and deploying PowerApps applications, working closely with business users to solicit requirements and improve workflow efficiency.Key Responsibilities:Design and deploy PowerApps applications to enhance...

Job OverviewWe are looking for a highly dependable and detail-oriented professional to fill the position of Accounting and Financial Services Professional at Indinero (Philippine Representative Office) Inc.In this role, you will provide flexible support to key Accounts Payable and Accounts Receivable functions, with a heavier workload during peak seasons and...