Client Experience Specialist - Banking & Financial Services

Excore Construction and Development Corp; Pasig; On-site; PHP 167,000 - 279,000; Full time

Job summary

Excore Construction and Development Corp is seeking a dedicated Client Services Associate to support banking and financial services clients. You will handle day‑to‑day inquiries, provide clear information about services and accounts, and maintain accurate records while complying with regulatory standards.

You will respond to enquiries by phone and email, process routine requests, escalate complex issues, and collaborate with colleagues to ensure a seamless client experience.

Qualifications

• Experience in client service, banking, or financial services.
• Strong verbal and written communication; clear information.
• Excellent attention to detail in records.
• Professional, empathetic, solutions-focused approach.
• Ability to manage multiple requests and meet service standards.
• Confidentiality and data protection awareness.
• Ability to collaborate across departments.

Responsibilities

• Respond promptly and professionally to client enquiries via telephone, email, and other communication channels
• Maintain detailed and accurate records of all client interactions and transactions in our systems
• Provide clients with clear and comprehensible information about our services, products, and account details
• Process routine client requests, including account updates, document submissions, and service modifications
• Identify and escalation complex client issues to appropriate departments or senior team members
• Support the resolution of client concerns and complaints with empathy and professionalism
• Ensure compliance with relevant banking and financial services regulations and company policies
• Contribute to maintaining a high standard of service delivery across all client interactions
• Assist in preparing reports and documentation related to client accounts and service metrics
• Collaborate with colleagues across departments to ensure seamless client experiences

Skills

Client service

Banking knowledge

Communication skills

Attention to detail

Multitasking

Empathy

Regulatory compliance

Tools

CRM systems

Office applications

Email tools

Job description

Excore Construction and Development Corp is seeking a dedicated Client Services Associate to support banking and financial services clients. You will handle day‑to‑day inquiries, provide clear information about services and accounts, and maintain accurate records while complying with regulatory standards.

You will respond to enquiries by phone and email, process routine requests, escalate complex issues, and collaborate with colleagues to ensure a seamless client experience.