Assistant Manager - Financial and Customer Service || Alabang

Assistant Manager

Key Requirements

• Leads a team of Retirement Plan Services Representatives who handle incoming calls from institutional participants.

• Supervises, hires, terminates, evaluates and counsel personnel. Provides guidance and motivation to develop and retain staff; Mentors staff availability and utilizes telephone system to ensure adequate coverage.

• Coaches and develops team to meet goals by evaluating team's skills through call monitoring.

• Demonstrates initiative to ensure continuous focus on improving departmental and corporate processes, procedures, workflows and work environment.

• Aligned with business goals and leads team through changes. Fosters team work and collaboration with peers and the broader leadership team.

• Raises standard in alignment with business goals by demonstrating strong operational awareness.

• Demonstrates inspirational leadership with associates and participates in design and implementation of job enrichment and/or team management.

Qualifications

• Bachelor's degree graduate, any field.

• At least 6 years of lead experience, preferably in CS and financial services

• Proficient level of knowledge of investment and retirement business (Client’s products and services, financial markets, ERISA requirements).

• Communication: ability to use listening, questioning and positioning to craft a dialogue with the participant and build a positive experience.

• Participant Focus: ability to prioritize the participant’s needs and concerns throughout the call.

• Call Efficiency: structure a call in an organized and professional manner which is easy to follow by the participant, minimizes confusion and uses the call time effectively.

• Poise and Demeanor: ability to present oneself as positive, polite, and professional throughout the call