Financial Services Client Success Advocate

telus digital; Philippines; Vor Ort; PHP 300.000 - 420.000; Vollzeit

Zusammenfassung

TELUS is seeking a Client Support Specialist to handle financial services inquiries and provide exceptional service to U.S. clients from our office. You will help clients with banking products, resolve issues, and guide them through self-serve options while maintaining strict compliance with policies.

The role requires strong communication, problem-solving skills, and experience in a fast-paced contact center environment. Monday–Friday with weekend休 not required.

Qualifikationen

• Minimum 3 years in a contact center or client service environment supporting U.S. clients.
• Experience with banking products, servicing practices and client expectations.
• Strong communication and problem-solving abilities.

Aufgaben

• Handle client inquiries and resolve issues efficiently.
• Educate clients on self-serve options and assist with banking products.
• Refer clients to the appropriate Financial Services contacts to deepen relationships.
• Utilize CRM and case management systems to document interactions.
• Maintain compliance with policies and procedures while delivering service.

Kenntnisse

Customer service

CRM systems

Call handling

Problem solving

Communication skills

Attention to detail

Risk & policy adherence

Multitasking

Tools

CRM software

Jobbeschreibung

TELUS is seeking a Client Support Specialist to handle financial services inquiries and provide exceptional service to U.S. clients from our office. You will help clients with banking products, resolve issues, and guide them through self-serve options while maintaining strict compliance with policies.

The role requires strong communication, problem-solving skills, and experience in a fast-paced contact center environment. Monday–Friday with weekend休 not required.