URGENT HIRING! Senior Client Services Agent (Canadian Wealth Management)

Gratitude Inc

28 Views

1 day ago

URGENT HIRING! Senior Client Services Agent (Canadian Wealth Management)

2-4 Year(s)

Manila (Taguig)

Job Description

Key Skills

Bachelor's Degree BPO Experience Wealth Management mutual funds

0 candidate(s) have already applied for this Job. Apply now

Gratitude Inc. is a professional HR Tech Recruitment firm specializing in recruiting permanent, contract, and temporary positions for the world's top companies. Our base is in India, the Philippines, Malaysia, and Africa. We are a direct sourcing partner company for top BPOs, offshore and onshore.

We have an ongoing hiring for Senior Client Services Agents for our BPO Partner in Taguig.

Job Title: Senior Client Services Agent (Canadian Wealth Management)
Work set-up: On-site, Taguig City
Work schedule: Night Shift
Salary range: 40K - 53K package
Relevant Experience range: 2 years

Position Description:

The Client Services Senior Agent plays a critical role in delivering high-quality customer service to clients across diverse platforms. This position primarily supports wealth management services by resolving client concerns, responding to inquiries, and ensuring consistent service excellence. In addition to frontline support, Senior Agents serve as subject-matter experts and mentors, providing floor support by clarifying processes and reinforcing quality standards.

Duties and responsibilities:

Provide excellent service to Financial Advisors and Clients related to Mutual Funds, Segregated Funds, Educational Plans and other Specialty Products.
Respond to client inquiries across multiple communication platforms with professionalism and accuracy
Assess customer needs through research, active listening, and problem-solving
Accurately document customer interactions following compliance and quality standards
Deliver timely resolutions using approved processes, call flows, and system tools
Handle escalated or complex client concerns using de-escalation and issue-triaging techniques
Escalate out-of-scope concerns appropriately while ensuring proper documentation
Contribute insights for service improvement initiatives based on customer feedback metrics (CSAT, CES, NPS)
Stay updated on process enhancements, policy changes, and system updates
Provide floor support and mentorship to new hires and team members as a subject-matter expert

Qualifications:

Must be a college graduate (Business-related course is an advantage)
Must have at least 2 years of call center experience supporting Canadian Wealth Management
Must have proven experience handling: Mutual Funds, Segregated Funds and other wealth management products
Strong communication and problem-solving skills
Ability to manage complex customer concerns professionally
Must be amenable to work onsite in McKinley, Taguig on a night shift schedule

Preferred Skills

Active Listening & Understanding
Customer Service & Support
Financial Services
Wealth Management
Risk Management
Security Compliancy
Continuous Improvement
Communication Skills
Attention to Detail
Agility & Innovation
English Proficiency
Business Process Outsourcing (BPO)

To apply, please send your updated resume here or via email at isay@gratitudephilippines.com. Ensure to answer the screening questions.

Further details will be discussed once shortlisted and invited for an interview. Our recruitment team will reach out to you via WhatsApp/Viber or by phone once you are shortlisted.

APPLY NOW!

Role

Customer Service Executive

Timings

Night Shift (Permanent)

Industry

BPO

Work Mode

Work from office

Process

Voice

Functional Area

ITES / BPO / Customer Service

Note: Myglit doesn't charge any money from candidates. If you have been asked to pay money to get this job then report to us immediately at support@myglit.com.

Isay Balan

Recruiter - Gratitude Inc

NA, philippines

1+ Followers

500+ Posts

View Profile

Interview Tips

Giving the VNA round?
What are the most important skills you acquired as a Soft Skills/VNA trainer?
How would you handle an irate customer?

Get the Best Jobs
on your Fingertips

20 - 30 Thousand p.m

Manila, Philippines

Details