CSR - FINANCIAL Account : CGI Philippines

Gratitude Inc

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1 hour ago

CSR - FINANCIAL Account : CGI Philippines

2-13 Year(s)

₱ 22 - ₱ 32K p.m

Manila (Makati, Taguig)

Job Description

Key Skills

Call Center Inbound BPO BPO Voice Process voice account BPO Call center Financial Services Wealth and Asset Management international bpo experience - voice

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CLIENT SERVICES AGENT - FINANCIAL
*Company*: CGI Philippines
*Location*: McKinley Hill, Taguig City
*Work Setup*: 100% Onsite
*Shift*: Fixed Night Shift

About the Role
As a Client Services Agent specializing in financial investments, you will ensure a seamless experience for clients and financial advisors. You will handle inquiries on investment accounts, transactions, and provide accurate support to enhance client satisfaction.

Key Responsibilities
- Respond promptly to inquiries from clients and financial advisors regarding investment accounts
- Provide accurate information on investment products, account balances, and performance reports
- Assess customer needs through research and problem-solving following standard processes
- Coordinate with higher-level teams for complex concerns
- Maintain clear communication with clients, advisors, and internal stakeholders
- Identify opportunities for process improvement

Qualifications
- Open to HS Graduate, SHS Graduate, College Undergraduate, or Graduate
- Must have at least 2 years BPO/Call Center experience
- Preferred experience in Financial Services, Wealth and Asset Management, Mutual Funds, Segregated Funds
- Strong communication and problem-solving skills
- Ability to handle complex client concerns
- Amenable to work 100% onsite in McKinley, Taguig on fixed night shift

Salary Package
- PHP 22,000 - 27,000: With 2 years BPO experience, any account
- PHP 27,000 - 32,000: With 2 years BPO experience in Financial/Wealth Asset Management

Hiring Process
Validation: 12-24 hours, then next steps

About CGI
CGI is a global IT and business process services company with over 69,000 professionals worldwide. In the Philippines, we support clients in financial operations and customer experience.

Role

Account Manager

Timings

Night Shift (Permanent)

Industry

BPO

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.

Norman Bogonko

Recruiter - Gratitude Inc

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