URGENT Banking & Financial Services Associate – Wealth Support (CL9) | Manila | JOINING BONUS

URGENT Banking & Financial Services Associate – Wealth Support (CL9) | Manila | JOINING BONUS

Location: Taguig / Cubao, Quezon City, Philippines
Work Arrangement: Onsite / Hybrid
Shift: Shifting Schedule
Salary Package: Confidential – Discussed during job offer
Employment Type: Full-time

Job Overview

We are looking for a Banking & Financial Services Client Support Specialist to deliver exceptional service to high-value banking clients and financial advisors.

The successful candidate will support wealth and banking operations, manage financial service requests, facilitate wire transfers, and resolve complex account-related concerns. This opportunity is ideal for professionals looking to build a long-term career in premium banking and wealth management services.

Roles & Responsibilities

• Serve as the primary point of contact for banking clients and Wealth Advisors.

• Respond to inquiries and service requests through voice, email, and digital communication channels.

• Assist with banking transactions, account transfers, overdrafts, and wire processing.

• Handle wire agreements and other time-sensitive financial requests with high accuracy.

• Support clients with complex banking and wealth management requirements.

• Ensure all transactions comply with established banking policies and regulatory guidelines.

• Maintain accurate records of client interactions and resolutions in Salesforce and CRM systems.

• Coordinate with internal teams to ensure timely resolution of client concerns.

• Meet productivity, quality, SLA, and customer satisfaction targets.

• Adapt to changing processes, financial products, and technology enhancements.

Required Qualifications

• Associate's degree or higher in Finance, Banking, Accounting, Business Administration, or equivalent.

• At least 1 year of experience in banking customer service, financial services, or wealth management.

• Knowledge of retail banking operations and financial products is preferred.

• Experience using Salesforce, Client Central, or similar banking platforms is an advantage.

• Strong communication, customer handling, and problem-solving skills.

• Ability to manage multiple client requests while maintaining attention to detail.

• Good working knowledge of Microsoft Office applications.

• Willing to work shifting schedules and onsite in Taguig or Cubao, Quezon City.

• Applicants must currently be based in the Philippines and legally authorized to work there.

Work Schedule

• Monday to Friday: Between 8:00 AM and 8:00 PM.

• Saturday: Between 8:00 AM and 5:00 PM.

• One weekday off in exchange for Saturday work.

• Shifting schedule depending on business requirements.

Career Benefits & Opportunities

• Joining bonus opportunity.

• Work with a premium US wealth and banking services account.

• Gain experience supporting high-net-worth clients.

• Develop expertise in wealth management and banking operations.

• Opportunity for long-term career advancement and internal mobility.

• Exposure to AI-powered service delivery and emerging technologies.

• Opportunities to collaborate with global financial services teams.

• Potential external certifications as the program develops.

Hiring Process

1. CV screening.

2. Workday validation and further CV assessment.

3. Client review and selection.

Candidate Screening Questions

1. How many years of experience do you have in banking, financial services, or wealth management?

2. Have you used Salesforce, Client Central, or any retail banking/wealth management platform?

3. What is your current or last drawn salary?

4. What is your expected salary?

5. Are you comfortable with onsite work and shifting schedules in Taguig or Cubao?

6. What is your earliest possible joining date?

Important: Submit the latest candidate CV in PDF format with screening notes aligned with the job requirements.