Senior Client Services Agent - Financial Account

Gratitude Inc

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3 hours ago

Senior Client Services Agent - Financial Account

2-5 Year(s)

30 - 35 Thousand p.m

Manila (Taguig)

Job Description

Key Skills

BPO Experience Wealth Management Financial Account Wealth and Asset Management

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JOB TITLE: Senior Client Services Agent - Financial Account

CATEGORY: Finance

LOCATION: 100% Onsite | McKinley Hill, Taguig

SCHEDULE: Graveyard/Night Shift

SALARY RANGE: ₱30,000 – ₱35,000 + Joining Bonus

ROLE OVERVIEW

We are seeking dedicated Senior Client Services Agents to join our financial investments team. In this role, you will be the key point of contact for financial advisors and clients, ensuring seamless service delivery for investment account inquiries, transactions, and related services. Your expertise will help create positive experiences while maintaining the highest standards of professionalism and confidentiality.

KEY RESPONSIBILITIES:

Respond promptly and professionally to client and financial advisor inquiries regarding investment accounts, transactions, and services

Assess customer needs through effective information gathering, research, and problem-solving using standard processes

Provide accurate information on investment products, account balances, and performance reports

Resolve account-related issues efficiently while maintaining quality standards

Coordinate with higher-level support for out-of-scope concerns

Maintain clear and effective communication with all stakeholders

Identify opportunities for process enhancement and service efficiency improvements

Participate in special projects and additional duties as assigned

Document call details clearly and cohesively following quality standards

REQUIRED QUALIFICATIONS AND SKILLS

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

Excellent verbal and written communication skills

Ability to convey complex financial information clearly and understandably

Strong customer service orientation with a proactive approach

Strong analytical and problem-solving abilities

Typing/keyboarding proficiency

Basic computer and internet literacy

Solid business acumen with conceptual thinking capabilities

Professional Attributes:

Self-motivated, proactive, and independent problem-solver

Ability to thrive in fast-paced environments

Strong commitment to professionalism and confidentiality

Team player who works well under pressure

Flexible and adaptable to rapid changes

Receptive to constructive feedback with a growth mindset

RELEVANT EXPERIENCE

Minimum 2 years of experience handling Voice Accounts in BPO/Contact Center environments

Financial account experience is a plus (Wealth and Asset Management, stocks, bonds, mutual funds)

Immediate availability to start

Willing to work 100% onsite at McKinley Hill, Taguig

Amenable to graveyard/night shift schedules

Please kindly answer the following:

What is your highest educational attainment?

How many years of experience do you have handling Voice Accounts in BPO/Contact Centers?

Do you have financial account or Wealth and Asset Management experience (stocks, bonds, mutual funds)? Please briefly describe your experience.

What is your current/most recent salary?

What are your salary expectations?

Are you amenable to working onsite in Taguig with a graveyard shift schedule?

This is an urgent role—are you able to start immediately?

Ready to make an impact in financial client services? Apply now and start your journey with us!

Role

Customer Service Analyst

Timings

Night Shift (Permanent)

Industry

Accounting / Finance

Work Mode

Work from office

Process

Voice

Functional Area

ITES / BPO / Customer Service

Note: Myglit doesn't charge any money from candidates. If you have been asked to pay money to get this job then report to us immediately at support@myglit.com.

Chioma Uyigue

Recruiter - Gratitude Inc

NA, nigeria

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