Financial Account Specialist & Client Advisor

Recruitify_HR; Maasin; On-site; PHP 183,000 - 219,000; Full time

Job summary

Recruitify HR is seeking a customer service professional to respond to inquiries about balances, transactions, and financial details in a Philippine location. You will handle account modifications, including updating information and creating new accounts, while ensuring understanding of terms and conditions of financial products.

The role requires clear communication, problem-solving, and meeting sales and performance targets.

Qualifications

• Experience in customer support or call center environment preferred.
• Strong written and verbal communication skills.
• Ability to handle customer inquiries with accuracy and empathy.

Responsibilities

• Respond to customer questions about balances, transactions, and financial details.
• Handle account modifications including updating information and creating new accounts.
• Explain terms and conditions of financial products and services.
• Escalate unresolved issues to the appropriate department or supervisor.
• Aim to achieve or surpass sales goals and performance benchmarks.

Skills

Customer service

Communication skills

Problem-solving

Job description

Recruitify HR is seeking a customer service professional to respond to inquiries about balances, transactions, and financial details in a Philippine location. You will handle account modifications, including updating information and creating new accounts, while ensuring understanding of terms and conditions of financial products.

The role requires clear communication, problem-solving, and meeting sales and performance targets.