Hybrid Wealth & Banking Client Experience Specialist

Gratitude Philippines; Manila; Hybrid; PHP 391.000 - 614.000; Vollzeit

Zusammenfassung

Gratitude Philippines is seeking a Wealth Solutions Center Service Specialist to join our front-line team serving high-net-worth clients and Wealth Advisors. You will resolve inquiries across phone, email, and digital channels in a tech-enabled, AI-augmented environment with precision and empathy.

This role offers a launchpad into wealth operations, advisory support, and client experience leadership, backed by one of the world’s most respected professional services firms.

Qualifikationen

• Experience in banking, financial services, or wealth management preferred.
• Strong written and verbal communication.
• Ability to manage multiple inquiries with accuracy.

Aufgaben

• Own the client experience across channels with speed and care.
• Build deep knowledge of wealth and banking products.
• Deliver tailored solutions for high-net-worth clients within regulatory frameworks.
• Strengthen partnerships with Wealth Advisors and internal teams.
• Handle transfers and day-to-day transactional needs within SLA.

Kenntnisse

Client service awareness

Wealth product knowledge

Regulatory awareness

Communication skills

Organizational skills

Team player

Tech-savvy

Ausbildung

Associate's degree or higher

Tools

Salesforce

CRM systems

Jobbeschreibung

Gratitude Philippines is seeking a Wealth Solutions Center Service Specialist to join our front-line team serving high-net-worth clients and Wealth Advisors. You will resolve inquiries across phone, email, and digital channels in a tech-enabled, AI-augmented environment with precision and empathy.

This role offers a launchpad into wealth operations, advisory support, and client experience leadership, backed by one of the world’s most respected professional services firms.