Client Service Voice Support | Wealth & Banking Service Associate

Gratitude Inc

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8 hours ago

Client Service Voice Support | Wealth & Banking Service Associate

2-3 Year(s)

Manila

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Job Description

Key Skills

Salesforce Communication Skills Insurance Skills loans retail banking or wealth platforms

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Job Title: Client Service Voice Support / Wealth & Banking Service Associate

Work Location: Taguig, Philippines

Work Setup: Onsite

Work Shift: Night Shift

Employment Type: Full-Time

Experience: 2–3 Years

Job Description :

We are looking for a Client Service Voice Support / Wealth & Banking Service Associate to provide high-quality service and problem resolution to Wealth clients through phone and electronic communication channels. The role will support banking transactions, client inquiries, service requests, and relationship management while ensuring accuracy, compliance, and adherence to service-level requirements. Candidates with experience in retail banking, wealth management, financial services, relationship management, or voice-based customer service are encouraged to apply.

Key Responsibilities :

Serve as the primary point of contact for Wealth clients and advisors, handling service requests, inquiries, and problem resolution through phone and electronic channels.
Handle day-to-day banking transactions and client requests, including transfers, overdrafts, wire requests, and other time-sensitive financial services.
Develop strong knowledge of banking products, processes, and programs while providing accurate and tailored solutions to client needs.
Build and maintain professional relationships with Wealth advisors and internal teams to resolve client requirements efficiently and meet service-level agreements.
Accurately document client interactions and resolutions in CRM/Salesforce and consistently meet quality, productivity, behavioral, and client-service performance standards.

Required Skills :

Strong voice-based customer service and client relationship management skills.
Experience in retail banking, wealth management, financial services, or banking operations.
Knowledge of banking products such as deposits/CASA, loans, cards, insurance, investments, and related services.
Strong communication, problem-solving, attention to detail, and customer-focused approach.
Ability to handle financial transactions, service requests, CRM documentation, and sensitive client information accurately.

Qualifications :

2–3 years of relevant experience in client service, banking, financial services, investment, or wealth management.
Voice proficiency at least B2 level.
Experience combining voice customer service with retail banking is preferred.
Experience in acquiring/managing retail banking clients, generating deposits/CASA, cross-selling banking products, or managing client portfolios is an advantage.
Candidates from Relationship Manager, Relationship Associate, Business Relationship Officer, Personal Banker, Priority/Premier Relationship Manager, Branch Sales Officer/Associate, New Accounts Officer, Sales and Service Officer, or Client Relationship Officer backgrounds may be considered.
Strong customer-focused and consultative service approach.
Candidates must currently be in the Philippines and have the legal right to live and work in the country.

Important Notes :

Work setup is 100% onsite in Taguig.
Night shift schedule is required.
Candidates should be comfortable supporting international/US-facing Wealth clients.
Candidates with primarily commercial/corporate relationship management experience focused only on credit evaluation, commercial lending, or SME portfolios may not be suitable unless they also have strong retail banking/client-acquisition experience.
Salary is confidential and will be discussed during the job offer.

Role

Account & Financial Services

Timings

Night Shift (Permanent)

Industry

BPO

Work Mode

Work from office

Process

Voice

Functional Area

Banking / Financial Services

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