Client Services Agent - Financial Account (WITH SIGNING BONUS)

J-K Network Services; Pasay; On-site; PHP 334,800 - 390,600; Full time

Benefits offered by this job

Leave Entitlements

Night shift differential

Retirement fund

Share Purchase Plan

Performance Bonus

HMO + dependents

Group Life Insurance

Career growth

Free health consultation

Reward program

Job summary

A top IT and consulting company in Metro Manila is seeking a Client Services Agent for their financial account sector. The role involves addressing client inquiries about investment accounts and maintaining effective communication. Applicants should be high school graduates with at least 2 years of voice account experience. A salary range of Php 30,000 - Php 35,000 will be offered, along with various benefits.

Qualifications

• At least Highschool graduates.
• 2 years of experience in Voice Account.
• Investment experience is a big advantage.

Responsibilities

• Answer questions about investment accounts and associated services.
• Evaluate client needs through efficient data collection.
• Maintain clear and effective communication with clients.

Skills

Voice Account Experience

Investment Knowledge

Data Collection

Education

High School Graduate

Job description

BENEFITS:

• Leave Entitlements
• Night shift differential
• Retirement fund
• Share Purchase Plan
• Performance Bonus
• HMO + dependents
• Group Life Insurance
• Career growth
• Free health consultation
• Reward program

Client Profile: This IT and consulting company is listed in the TOP 10 great companies to work with. 47 years in providing great service and with over 33 delivery centers across the globe.

Position:

Client Services Agent - Financial Account

Industry:

IT Company

Location:

McKinley, Taguig City

Work Set up:

Work On Site

Salary:

Php 30,000 - Php 35,000 + SIGNING BONUS

Work Schedule:

graveyard shift

Requirements:

• At least Highschool graduates
• 2 years of experience in Voice Account
• With investment experience is a big advantage.
• Okay to work in graveyard shift
• Can work on site 100%

Responsibilities:

• Answer questions about investment accounts, transactions, and associated services from clients and financial advisors in a timely and professional manner.
• Evaluates client needs and requests through efficient data collection, investigation, and standard process-based problem-solving.
• Give precise details about account balances, performance reports, and investment products.
• Answer questions about investment accounts, transactions, and associated services from clients and financial advisors in a timely and professional manner.
• Maintain clear and effective communication with clients, financial advisors, and internal stakeholders.
• Coordinates with increased support for issues of an out-of-scope nature.
• Identify possibilities for process improvement and help to boosting overall customer service efficiency.
• Takes part in special projects and carries out other responsibilities as given.

Recruitment process:

• Initial Interview
• Second Interview
• Final Interview
• Job Offer