Harlo Rivera

Harlo Rivera

Client Service Representative @ IG Wealth Management

About Harlo Rivera

Harlo Rivera is a Client Service Representative at Investors Group, where he has worked since 2011. He has a background in various roles within the financial services sector, including experience in mortgage underwriting and administrative support.

Current Role at Investors Group

Harlo Rivera has been employed at Investors Group as a Client Service Representative since 2011. In this role, he is responsible for assisting team members by sharing insights based on his experience with recent mortgage trends and policy changes. He actively participates in special projects and assignments within the Contact Centre, aiming to enhance service delivery. Additionally, he maintains regular communication with the Mortgage Administration area to ensure timely resolution of client inquiries and concerns.

Previous Experience in Financial Services

Prior to his current position, Harlo Rivera worked as a Mortgage Underwriting Administrator at Investors Group from 2015 to 2016. His earlier experience includes a role as a Consumer Loans Assistant at Philippine National Bank from 2005 to 2008, where he gained valuable insights into consumer finance. He also served as a Junior Sales Service Associate at the same bank from 2004 to 2005, contributing to his foundational knowledge in financial services.

Administrative Roles and Early Career

Harlo Rivera's career began with various administrative roles. He worked as an Accounting Assistant at RCBC in 2003 for four months. He also held the position of Administrative Assistant at Bird Construction for one month in 2010. Additionally, he served as a Customer Assistance Representative at Manila Electric Company from 2009 to 2010, where he developed skills in customer service and support.

Educational Background

Harlo Rivera completed his Bachelor of Science in Commerce with a major in Business Administration at the University of Santo Tomas from 1999 to 2003. He also graduated from Rogationist Academy, where he completed his high school education from 1995 to 1999. His educational background has provided him with a solid foundation in business principles and practices.

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