Customer Service ( Retirement Account exp Needed )

Bravissimo Resourcing Inc.; Mandaluyong; On-site; PHP 30,000 - 50,000; Full time

Job summary

A financial services firm in Mandaluyong is seeking individuals to manage retirement accounts through various communication channels. Responsibilities include assisting clients with inquiries and processes related to contributions, withdrawals, and distributions, alongside maintaining records and ensuring compliance with regulations. Candidates should possess knowledge of financial products and CRM tools, with experience in voice or non-voice support preferred.

Qualifications

• Experience in handling retirement or financial accounts required.
• Knowledge of financial products and services is essential.
• Familiarity with CRM tools and ticketing systems preferred.
• Background in voice or non-voice support is beneficial.

Responsibilities

• Handle inbound/outbound calls, emails, or chats regarding retirement accounts.
• Assist clients with inquiries about contributions, withdrawals, and distributions.
• Explain retirement plan options and procedures to customers clearly.
• Process transactions accurately and timely.
• Maintain accurate records of customer interactions.
• Resolve customer issues and escalate concerns when necessary.
• Meet service level agreements, quality standards, and productivity targets.
• Collaborate with teams to enhance processes and customer experience.

Skills

Experience handling retirement or financial accounts

Knowledge of financial products and services

Familiarity with CRM tools and ticketing systems

Background in voice or non-voice support

Job description

Qualifications

• Experience handling retirement or financial accounts (e.g., pensions, 401(k), insurance)
• Knowledge of financial products and services
• Familiarity with CRM tools and ticketing systems
• Background in voice or non-voice support

Job Description

• Handle inbound and/or outbound calls, emails, or chats related to retirement accounts
• Assist clients with account inquiries, contributions, withdrawals, rollovers, and distributions
• Explain retirement plan options, policies, and procedures clearly to customers
• Process transactions accurately and in a timely manner
• Ensure compliance with company policies and regulatory requirements
• Maintain accurate records of customer interactions and transactions
• Resolve customer issues and escalat[e] complex concerns when necessary
• Meet service level agreements (SLAs), quality standards, and productivity targets
• Collaborate with internal teams to improve processes and customer experience