Client Service Voice Support/Wealth & Banking Service Associate

Stafflink Express; Taguig; On-site; PHP 350,000 - 520,000; Full time

Job summary

Stafflink Express invites applicants for the Wealth Solutions Center Service Specialist role in the Manila area. You will serve as the primary contact for Wealth clients and advisors, handling inquiries, issue resolution, and routine transfers via phone, email, and chat.

The ideal candidate has 2–3 years of client service experience in Wealth Management, Banking, or Investment, strong communication skills with at least B2 voice proficiency, and CRM/Salesforce familiarity to document interactions

Qualifications

• 2–3 years of relevant experience in client service.
• Client service experience in Wealth Management, Banking, or Investment.
• Voice proficiency at least B2.
• Voice CSR + Retail Banking combo skills.

Responsibilities

• Serve as the primary contact for service and problem resolution for Wealth clients and advisors via phone and electronic requests.
• Develop understanding of banking products, processes, and programs; stay updated on changes.
• Provide tailored solutions for clients with complex financial needs while adhering to policies and regulations.
• Build and maintain relationships with Wealth advisors and internal partners.
• Handle day-to-day transactional needs for Wealth clients with focus on efficiency and accuracy (transfers, overdrafts).
• Facilitate wire agreements and time-sensitive wire requests with high attention to detail.
• Document client interactions and resolutions in CRM/Salesforce.com.
• Meet required performance standards (quality, productivity, behavior).
• Support Wealth division in achieving target Client Service Measurement scores.
• Work a flexible schedule including shifts Mon-Fri 8am-8pm and Sat 8am-5pm, with a weekday off after a Saturday shift.

Skills

Voice B2

Client service

CRM Salesforce

Wealth mgmt knowledge

Tools

CRM/Salesforce

Job description

About the role

As an integral part of the Wealth Advisors in-market team, the Wealth Solutions Center Service Specialist is dedicated to delivering superior service and problem-resolution experience to assigned bank clients. This role leverages virtual communication channels such as phone, email, and chat.

Key responsibilities

• Serve as the primary point of contact for service and problem resolution for Wealth clients and advisors via phone and electronic service requests
• Develop a thorough understanding of all banking products, processes, and programs, staying updated on any changes
• Provide tailored solutions for clients with complex financial needs while adhering to branch operations manuals, audit requirements, and regulatory frameworks
• Build and maintain professional, ongoing relationships with Wealth advisors and internal partners to address client needs effectively
• Handle day-to-day transactional needs for assigned Wealth clients with a focus on efficiency and accuracy, ensuring service level agreements are met (e.g., transfers, overdrafts)
• Facilitate wire agreements and process time-sensitive wire requests for Wealth clients, ensuring high attention to detail and accuracy in execution
• Accurately document client interactions and resolutions in CRM/Salesforce.com
• Consistently meet required performance standards, including quality, productivity, and behavioral expectations
• Support the Wealth division in achieving target Client Service Measurement (CSM) scores
• Work a flexible schedule as needed, including shifts between Monday and Friday (8 AM to 8 PM) and Saturday (8 AM to 5 PM), with a day off during the week when working a Saturday shift

About you

• 2 to 3 years of relevant experience
• Client service experience in Wealth Management, Banking, or Investment
• Voice proficiency at least B2
• Voice CSR + Retail Banking Combo skills