Client Services Agent - Financial Account -Taguig

Gratitude Philippines; Manila; On-site; PHP 246,000 - 357,000; Full time

Job summary

CGI is hiring a Client Services Agent - Financial in Taguig for a 100% onsite role at McKinley. You will handle inbound inquiries for financial services accounts and provide accurate information while resolving complex client concerns around mutual funds and investment products.

The position requires 2 years of call center experience, strong communication, and problem-solving skills. It is a fixed night shift with compensation ranges depending on experience.

Qualifications

• 2 years call center experience.
• Experience in financial services preferred - mutual funds, segregated funds, wealth management.
• Strong communication and problem-solving skills.
• Ability to handle complex client concerns.
• Amenable to work 100% onsite in McKinley, Taguig.
• Amenable to fixed night shift schedule.

Responsibilities

• Handle inbound client inquiries for Financial Services accounts.
• Provide accurate information and resolve complex client concerns related to mutual funds and investment products.
• Maintain high customer satisfaction and service quality.

Skills

Strong Communication

Problem-solving

Complex client concerns

Education

HS / SHS / College Undergraduate or Graduate

Job description

Position:Client Services Agent - Financial

Company: CGI

Location: McKinley, Taguig City

Work Setup: 100% Onsite

Shift: Fixed Night Shift

SALARY RANGE

PHP 22,000 - 27,000 for 2 Years BPO Experience, Any Account

PHP 27,000 - 32,000 for 2 Years BPO Experience in Financial Account or Wealth Asset Management

QUALIFICATIONS

• 1. HS Graduate old curriculum, SHS Graduate, College Undergraduate or Graduate
• 2. Must have 2 Years Call Center Experience
• 3. Experience in Financial Services preferred - Mutual Funds, Segregated Funds, Wealth Management
• 4. Strong Communication and Problem-solving Skills
• 5. Ability to handle Complex Client Concerns
• 6. Amenable to work 100% Onsite in McKinley, Taguig
• 7. Amenable to Fixed Night Shift Schedule

RESPONSIBILITIES

• Handle inbound client inquiries for Financial Services accounts.
• Provide accurate information and resolve complex client concerns related to mutual funds and investment products.
• Maintain high customer satisfaction and service quality.