Client Services Analyst

Hammerjack Pty Ltd; Taguig; On-site; PHP 360,000 - 480,000; Full time

Job summary

Gss-Ph Consulting Solution Inc. in the Philippines is seeking a Wealth Solutions Center Service Specialist to deliver superior client service to Wealth clients via phone, email, and chat.

You will master banking products, process transactions, support wire requests, document interactions in CRM, and maintain strong relationships with Wealth advisors while meeting SLAs. This in-market role offers a structured schedule including weekdays and Saturdays, with continuous performance standards and

Qualifications

• 2–3 years of CSR voice experience, preferably in Retail Banking or Wealth management.
• Client service experience in Wealth Management, Banking or Investment sectors.
• Voice proficiency of at least B2 (spoken and written).

Responsibilities

• Serve as the primary contact for service and resolution for Wealth clients and advisors via phone and electronic service 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 regulatory frameworks.
• Build and maintain relationships with Wealth advisors and internal partners.
• Handle day-to-day transactional needs for Wealth clients; ensure SLAs (transfers, overdrafts) are met.
• Facilitate wire agreements and time-sensitive wire requests with accuracy.
• Document client interactions and resolutions in CRM/Salesforce.com.
• Meet performance standards for quality, productivity, and behavior.
• Support the Wealth division in achieving Client Service Measurement scores.
• Work flexible schedule: Mon–Fri 8 AM–8 PM and Sat 8 AM–5 PM, with a midweek day off after Saturday shifts.
• Perform other duties as assigned.

Skills

CSR Voice

Wealth Management

B2 English

Job description

Company Description

Gss-Ph Consulting Solution Inc. connects skilled talent from the Philippines with global career opportunities. The company focuses on matching professionals with international clients who value high-quality service and strong collaboration. By building long-term partnerships, Gss-Ph Consulting Solution Inc. supports both career growth for talent and business success for clients. Team members benefit from exposure to global best practices while working in a locally based, professionally driven environment.

Role Overview:

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.

RESPONSIBILITIES:

• 1. Serve as the primary point of contact for service and problem resolution for Wealth clients and advisors via phone and electronic service requests.
• 2. Develop a thorough understanding of all banking products, processes, and programs, staying updated on any changes.
• 3. Provide tailored solutions for clients with complex financial needs while adhering to branch operations manuals, audit requirements, and regulatory frameworks.
• 4. Build and maintain professional, ongoing relationships with Wealth advisors and internal partners to address client needs effectively.
• 5. 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).
• 6. Facilitate wire agreements and process time-sensitive wire requests for Wealth clients, ensuring high attention to detail and accuracy in execution.
• 7. Accurately document client interactions and resolutions in CRM/Salesforce.com.
• 8. Consistently meet required performance standards, including quality, productivity, and behavioral expectations.
• 9. Support the Wealth division in achieving target Client Service Measurement (CSM) scores.
• 10. 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.
• 11. Perform other duties as assigned.

SKILL AND QUALIFICATIONS:

• 2 to 3 years of relevant experience (preferably in CSR Voice and Retail Banking)
• Client service experience in Wealth Management, Banking or Investment
• Voice proficiency at least B2