Customer Service Specialist - Financial Services | Day Shift & Onsite

Private Advertiser; Taguig; Hybrid; PHP 420,000 - 640,000; Full time

Benefits offered by this job

Health coverage for you and dependent

Paid leave benefits

Work-life balance

Job summary

Private Advertiser is seeking a confident Customer Service Specialist to support an Australian-based financial services client from the Philippines. You will handle calls and emails, resolve inquiries on first contact, and help improve the customer experience.

The role emphasizes English communication, multitasking, and accurate record-keeping, with opportunities to identify recurring issues and drive process improvements. Offshore/remote support experience is a plus.

Qualifications

• 2–3 years of customer-facing experience in Australian banking or financial services.
• Excellent spoken and written English and professional communication with Australian customers.
• Strong multitasking and attention to detail; independent issue resolution.

Responsibilities

• Handle inbound calls and emails with prompt, professional responses.
• Investigate payment, account, and transaction concerns using internal systems.
• Escalate complex issues to appropriate teams with clear summaries.
• Maintain accurate customer records and follow up on open cases.
• Identify recurring issues and suggest improvements to support content.

Skills

Customer service

English proficiency

Multitasking

Tools

Intercom

Job description

Step Into the Role

We're looking for a confident and customer-focused Customer Service Specialist to join an Australian-based client in the financial services industry.

As the primary contact for customer enquiries, you'll manage phone and email support, investigate payment and account concerns, and take ownership of issues from start to resolution. You'll also help strengthen the overall customer experience by identifying recurring concerns and recommending better ways of working.

Your Day-to-Day

• Handle inbound calls and customer emails, providing prompt, professional responses and resolving enquiries on first contact wherever possible.

• Investigate payment, account, and transaction concerns using internal systems and records to identify appropriate solutions.

• Manage multiple enquiries, open cases, and follow-ups across phone, email, and internal channels while meeting agreed response timeframes.

• Escalate complex or sensitive issues to the appropriate teams, providing clear summaries and maintaining accurate customer records.

• Identify recurring customer concerns and recommend improvements to support processes, templates, and help content.

What You Bring to the Table

• At least 2–3 years of customer-facing experience in Australian banking, financial services, payments, lending, or a similar industry.

• Excellent spoken and written English, with confident phone skills and the ability to communicate professionally with Australian customers.

• Strong multitasking, organizational, and attention-to-detail skills, with the ability to manage enquiries independently, navigate customer support systems, and follow issues through to resolution.

Additional Edge

• Experience supporting Australian real estate agencies, or a background in Australian mortgage broking, lending, or loan processing.

• Familiarity with Intercom or similar customer support platforms.

• Previous experience in an offshore or remote customer support role serving Australian clients.

Benefits You’ll Enjoy

• Health coverage for you and one dependent

• Paid leave benefits for your well-deserved time off

• A work environment that supports work-life balance