Senior Client Services Agent
Gratitude IncSenior Client Services Agent
Job Description
Key Skills
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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.
1
Role
Analyst
Timings
US-Type Shift (Permanent)
Industry
BPO
Work Mode
Work from office
Functional Area
Banking / Financial Services
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