Customer Service Representative – Financial

Risewave Consulting, Inc.; Mandaluyong; Sur place; PHP 240 000 - 360 000; Plein temps

Résumé du poste

Risewave Consulting, Inc. is seeking a Financial Services Customer Support Specialist in Mandaluyong to assist clients with account access, verification, and transaction inquiries.

You will handle inquiries across voice, chat, email, and social media while ensuring compliance with KYC/AML and data privacy standards. The role requires at least 1 year in customer service within regulated financial services and strong English and Filipino communication skills.

Qualifications

• At least 1 year of customer service experience in a regulated financial service industry.
• Experience handling financial accounts, payments, or transaction-related concerns.
• Good English and Filipino communication skills.
• Willing to work onsite in Mandaluyong, Monday to Friday.

Responsabilités

• Handle customer inquiries via voice, chat, email, and social media.
• Assist with account access, verification, deposits, withdrawals, transaction status, fees, and investment account inquiries.
• Investigate customer concerns, document cases accurately, and resolve complex issues.
• Follow established compliance, KYC, AML, and data privacy procedures.

Connaissances

Customer service

Financial services

English & Filipino

Outils

CRM systems

Description du poste

We’re looking for a Financial Services Customer Support Specialist with experience in banking, fintech, brokerage, insurance, payments, or other regulated financial services.

Join our team and help clients resolve account‑related concerns and navigate an online investment platform.

Key Responsibilities

• Handle customer inquiries via voice, chat, email, and social media.
• Assist with account access, verification, deposits, withdrawals, transaction status, fees, and investment account inquiries.
• Investigate customer concerns, document cases accurately, and escape complex issues.
• Follow established compliance, KYC, AML, and data privacy procedures.

Qualifications

• At least 1 year of customer service experience in a regulated financial service industry.
• Experience handling financial accounts, payments, or transaction‑related concerns.
• Good English and Filipino communication skills.
• Basic understanding of stock investing, transaction fees, and settlement.
• Familiarity with CRM or ticketing systems is an advantage.
• Willing to work onsite in Mandaluyong, Monday to Friday.