Financial Customer Service Representative (Voice/Chat)

Caldwell Communications Consultancy Philippines; Valenzuela; On-site; PHP 223,000 - 402,000; Full time

Benefits offered by this job

Competitive salary

Performance-based incentives

Professional development

Mentorship and career growth

Job summary

A financial communications consultancy is seeking Financial Customer Service Representatives to assist clients with account inquiries, billing, and transactions. You will respond to financial inquiries via phone, chat, or email, ensuring accurate documentation and client satisfaction. Candidates must be customer-focused, detail-oriented, and willing to work onsite in Metro Manila. This position offers a competitive salary and opportunities for professional development and mentorship.

Qualifications

• Customer-focused and detail-oriented.
• Basic computer literacy and multitasking ability.
• Willing to work onsite in Metro Manila.

Responsibilities

• Respond to financial inquiries via phone, chat, or email.
• Assist with payments, account updates, and billing questions.
• Document all interactions in the system.
• Escalate complex issues to supervisors.
• Maintain productivity, quality, and client satisfaction metrics.

Skills

Customer Service

Problem Solving

Technical Skills

People Skills

Organizational Skills

Back Office Support

Organizational Skills

Call Centre

Education

High School or Senior High School graduate (College preferred)

College preferred

Job description

Financial Customer Service Representative (Voice/Chat)

Caldwell Communications Consultancy Philippines

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Job Description

Medical Reimbursement

Government Mandated Benefits

Insurance Health & Wellness

Health Insurance, HMO

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Job Description

We are hiring Financial Customer Service Representatives to assist clients with account inquiries, billing, and transactions while providing accurate, professional support.

Responsibilities:

Respond to financial inquiries via phone, chat, or email

Assist with payments, account updates, and billing questions

Document all interactions in the system

Escalate complex issues to supervisors

Maintain productivity, quality, and client satisfaction metrics

Schedule & Training:

Shifts include nights, weekends, and holidays

Paid training on financial processes and systems

Requirements:

High School or Senior High School graduate (College preferred)

Customer-focused and detail-oriented

Basic computer literacy and multitasking ability

Willing to work onsite in Metro Manila

Why Join Us

Competitive salary and performance-based incentives

Exposure to financial accounts and professional development

Mentorship and career growth in a collaborative environment

Customer Service Problem Solving Team Player Technical Skills People Skills Back Office Support Organizational Skills Call Centre

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HR Manager Caldwell Communications Consultancy Philippines

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