Now Hiring | Client Services Agent | Financial Services Experience Preferred
Job Description
Join our growing Client Services Team and provide exceptional support to clients while building a rewarding career in the financial services industry.
Role Overview • Handle client inquiries related to financial products and services • Assist with mutual funds, segregated funds, and other investment-related concerns • Resolve complex client issues while delivering outstanding customer service • Ensure accurate documentation and compliance with company standards
Qualifications • Open to High School Graduates (Old Curriculum), Senior High School Graduates, College Undergraduates, and College Graduates • Must have at least 2 years of Call Center/BPO experience • Experience supporting Financial Services accounts and handling Mutual Funds, Segregated Funds, or similar financial products is an advantage • Strong communication and problem-solving skills • Willing to work 100% onsite on a fixed night shift schedule
What We Offer ₱22,000–₱27,000 (2 years BPO experience – any account) ₱27,000–₱32,000 (2 years BPO Financial Account or Wealth Asset Management experience) Career growth opportunities Competitive employee benefits
Hiring Process Candidate Validation (12–24 hours) Qualified applicants will receive an email invitation for the interview
Apply today and build your career in financial services!
Key Skills
2 SkillsRole Specifications
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Gratitude Inc is a global company with presence across APAC, Africa, and USA. We are known for our people, innovation and customer focused approach.
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