Client Service Voice Support/Wealth & Banking Service Associate

Gratitude Philippines; Manila; On-site; PHP 335,000 - 502,000; Full time

Job summary

Gratitude Philippines seeks a professional to provide voice-based client service for wealth and banking clients, acting as the main contact for requests, transactions, and service concerns via phone and electronic channels.

You will build relationships with Wealth Advisors and internal teams, maintain CRM/Salesforce records, and consistently meet quality, productivity, and service-level standards in a fast-paced banking environment.

Qualifications

• Provide professional voice-based client service and problem resolution for wealth and banking clients.
• Build professional relationships with Wealth Advisors and internal teams.
• Maintain accurate CRM/Salesforce records and meet quality, productivity, and SLA standards.

Responsibilities

• Serve as the primary point of contact for client requests, transactional needs, and service concerns via phone and electronic channels.
• Handle banking transactions such as transfers, overdrafts, and time-sensitive wire requests with accuracy and compliance.

Skills

Phone support

Customer service

CRM/Salesforce

Tools

Salesforce CRM

Job description

Provide professional voice-based client service and problem resolution for wealth and banking clients. Serve as the primary point of contact for client requests, transactional needs, and service concerns through phone and other electronic channels. Handle banking transactions such as transfers, overdrafts, and time-sensitive wire requests while ensuring accuracy and compliance with established procedures.

Build professional relationships with Wealth Advisors and internal teams, maintain accurate CRM/Salesforce records, and consistently meet quality, productivity, and service-level standards.