Client Servicing Specialist

Vantage Financial Corporation; Taguig; On-site; PHP 300,000 - 420,000; Full time

Job summary

A financial services company in Metro Manila is seeking a Customer Service Representative to address client inquiries and resolve issues related to investment accounts. The ideal candidate will have a Bachelor's degree and experience in customer service, preferably in the financial industry. Responsibilities include processing client requests and maintaining records. Strong communication and problem-solving skills are essential for success in this role.

Qualifications

• Experience in customer service, preferably in the financial industry.
• Excellent communication and interpersonal skills.
• Strong problem-solving and customer-centric mindset.
• Excellent communication and interpersonal skills with the ability to build trust and rapport with clients.
• Proficient in computer literacy, especially Microsoft applications.
• Strong problem-solving abilities and a customer-centric mindset.
• Keen attention to detail with an instant grasp of process orientation, accountability, and a sense of urgency.

Responsibilities

• Address inquiries and resolve client issues related to investment accounts.
• Provide timely and professional support to clients via phone and email.
• Process client requests including subscriptions and account updates.
• Maintain accurate client records, documentation, and correspondence in systems and other databases.
• Ensure data integrity and compliance with all internal and external record-keeping requirements.
• Escalate complex inquiries and coordinate with relevant teams to ensure prompt resolution.
• Identify opportunities to enhance the client experience and improve service delivery processes through feedback collection and technology enhancements.
• Perform other related tasks as may be assigned by the immediate superior.

Skills

Customer service experience

Communication skills

Knowledge in capital markets

Problem-solving abilities

Attention to detail

Education

Bachelor's degree in Business Administration or related field

Tools

Microsoft applications

Job description

Job Summary:

• Address inquiries, resolve issues, and provide support related to client investment accounts, transactions, and account servicing needs.
• Coordinate with internal departments, including operations and accounting, to resolve client issues and ensure timely resolution.
• Ensure all client requests are processed in accordance with established policies, procedures, and regulatory requirements.
• Complies with company and group policies and maintains compliance awareness.

Responsibilities:

• Respond to client inquiries via phone, email, and other communication channels in a timely and professional manner.
• Provide accurate and helpful information to address client needs and build rapport.
• Process various client requests, including subscriptions, redemptions, transfers, and account updates.
• Maintain accurate client records, documentation, and correspondence in systems and other databases.
• Ensure data integrity and compliance with all internal and external record-keeping requirements.
• Escalate complex inquiries and coordinate with relevant teams to ensure prompt resolution.
• Identify opportunities to enhance the client experience and improve service delivery processes through feedback collection and technology enhancements.
• Perform other related tasks as may be assigned by the immediate superior.

Qualifications:

• Bachelor's degree in Business Administration or a related field.
• Proven experience in customer service or similar roles within the financial industry, preferably fund management.
• Knowledgeable in capital markets, investment products, and regulatory frameworks.
• Excellent communication and interpersonal skills with the ability to build trust and rapport with clients.
• Proficient in computer literacy, especially Microsoft applications.
• Strong problem-solving abilities and a customer-centric mindset.
• Keen attention to detail with an instant grasp of process orientation, accountability, and a sense of urgency.

About Us:

Vantage Financial Corporation (operating under the name e-Biz) is the Group's international money transfer service provider with additional offerings in its money change, bills payment, and airline ticketing services. Starting from just 3 service centers in 1999, e-Biz today operates in over 150+ locations across the country with an additional sub-agent network that complements its reach to over 1000+ locations nationwide.

Philequity Management, Inc. (PEMI) is the Group's investment management arm offering an array of mutual funds. The company's flagship Philequity Fund has garnered multiple awards from local and foreign agencies in its consistent track record of outstanding returns since its inception.