Investment Analys (Voice Account)

Gratitude Inc

1531 Views

13 hours ago

2-5 Year(s)

₱ 30 - ₱ 35K p.m

Manila

Job Description

Key Skills

Customer Service investment banking Senior Analyst BPO Voice Process Investment Banking Domain Financial Analyst Investment products

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Job Title: Senior Client Services Agent - Financial Investment Accounts (Voice)
Category: Finance / Wealth Management Support
Location: McKinley Hill, Taguig City (100% Onsite)
Schedule: Graveyard / Night Shift (US hours)
Salary Range: ₱30,000 – ₱35,000 gross per month + Joining Bonus
Number of Openings: 8

We are urgently looking for experienced voice agents to join a global financial services account. You will be the primary point of contact for high-net-worth clients and their financial advisors, providing white-glove support on investment accounts, transactions, portfolio inquiries, and wealth management-related concerns.

Key Responsibilities:
- Handle inbound and outbound voice interactions with clients and financial advisors regarding investment accounts, transactions, balances, and performance reports
- Accurately explain complex financial and investment information (stocks, bonds, mutual funds, etc.) in a clear, professional manner
- Research and resolve issues efficiently following standard processes while escalating out-of-scope concerns when needed
- Document all interactions with precision and maintain strict confidentiality
- Contribute ideas for process improvement and participate in ongoing training

Minimum Requirements:
- At least a Senior High School graduate (K-12) or a college undergraduate
- Minimum 2 years of continuous voice-based BPO/contact centre experience (financial/investment account background is a strong advantage)
- Excellent English communication skills (both verbal and written)
- Strong customer service orientation, analytical thinking, and problem-solving ability
- Typing proficiency and basic computer/navigation skills
- Stable employment history (no frequent job-hopping of less than 1 year per company)
- Willing to work 100% onsite in McKinley Hill, Taguig, on a permanent graveyard/night shift schedule
- Available to start immediately

If you have a passion for delivering exceptional client experiences in the financial services industry and meet the requirements above, we want to hear from you!

Apply now — this is an urgent hiring need with immediate start dates available.

Role

Analyst

Timings

US-Type Shift (Permanent)

Industry

BPO

Work Mode

Work from office

Functional Area

Banking / Financial Services

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