Investment Client Services Specialist

AddForce Human Resources Solution Inc.; Taguig; On-site; PHP 279,000 - 390,600; Full time

Job summary

A leading staffing solution firm in the Philippines seeks a Client Services Agent to provide exceptional customer support in financial investments. The role requires at least 2 years of experience in BPO or a related field, alongside strong communication skills and a commitment to customer service. Ideal candidates will be self-motivated, analytical, and adaptable to changing environments. Join us to help enhance client satisfaction and contribute to process improvements in a dynamic setting.

Qualifications

• At least 2 years relevant work experience in BPO or similar industries.
• Preferably with Wealth and Asset Management experience.
• Ability to thrive in a fast-paced environment.

Responsibilities

• Respond promptly to inquiries from clients and advisors.
• Provide accurate information on investment products.
• Identify opportunities for process improvement.

Skills

Excellent communication skills

Customer service orientation

Analytical and problem-solving abilities

Typing/keyboarding proficiency

Basic Computer and Internet Literacy

Education

Senior High School Graduate or College Undergrad

Job description

A leading staffing solution firm in the Philippines seeks a Client Services Agent to provide exceptional customer support in financial investments. The role requires at least 2 years of experience in BPO or a related field, alongside strong communication skills and a commitment to customer service. Ideal candidates will be self-motivated, analytical, and adaptable to changing environments. Join us to help enhance client satisfaction and contribute to process improvements in a dynamic setting.