Senior Client Services Agent - Financial Account

Gratitude Inc

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1 week ago

Senior Client Services Agent - Financial Account

2-4 Year(s)

30 - 35 Thousand p.m

Manila (Taguig)

Job Description

Key Skills

Customer Service BPO Experience Financial Account Strong English Communication Skills Wealth and Asset Management

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Job title: Senior Client Services Agent - Financial Account

Category: Finance

Work Set-up: Taguig (100% Onsite)

Work shift: Graveyard/Night shift

Salary range: Php 30,000 – 35,000 + Joining Bonus

Status: Urgent hiring

Non-negotiables:

• Minimum of 2 years of experience in handling Voice Account - Financial Experience is a plus

• Availability: Willing to work onsite at McKinley Hill, Taguig and amenable to a graveyard shift.

Position Description:

As a Client Services Agent 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.

Your future duties and 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.

Required qualifications to be successful in this role:

• At least Senior High School Graduate (K-12) or College Undergrad in any course.

Career Experience:

• At least 2 years relevant work experience in Business Process Outsourcing (BPO), Contact Center, and similar industries.

• With financial account or Wealth and Asset Management experience (managing stocks, bonds and mutual funds)

Skills

• 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 business acumen with solid analytical skills and conceptual thinking

• Ability to document relevant call details clearly and cohesively following quality standards.

Other Expectations:

• Can start immediately

• Quality Compliance: Follows all quality standards following the engagement/company policies; Ensures all quality deficiencies are corrected promptly for activities in their function

• Team player

• Amenable to work on a shifting schedule

• 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.

Role

Account & Financial Services

Timings

Night Shift (Permanent)

Industry

BPO

Work Mode

Work from office

Functional Area

Banking / Financial Services

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