Investment Support Team Lead

Skyro

Mandaluyong

On-site

PHP 670,000 - 1,228,000

Full time

10 days ago
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Job summary

Skyro, a fast-growing fintech in Manila, seeks a Team Leader - Investment Support to lead and develop a team of Investment Customer Support Agents across chat, email, voice, and social channels. You will coach, monitor performance, and ensure adherence to KYC/AML, data privacy, and service standards.

Responsibilities include coaching, performance reviews, incident support, and collaboration with Operations, Product, Compliance, and other teams to drive excellent client experience.

Qualifications

  • At least one year of experience supporting an investment, brokerage, securities trading, or online trading product.
  • Three years of customer service experience in voice, chat, email, or blended support.
  • At least one year of formal experience as Team Leader, Supervisor, or equivalent people-management role.
  • Experience conducting agent coaching, performance reviews, or documented performance discussions.
  • Experience coordinating with Operations, Product, Technology, Compliance, Fraud, or other specialized teams.

Responsibilities

  • Supervise the daily work of Investment Customer Support Agents across chat, email, voice, and social media channels.
  • Conduct documented one-on-one meetings, coaching sessions, performance reviews, and development discussions.
  • Review agent performance against established quality, productivity, customer experience, attendance, and compliance standards.
  • Identify performance gaps and create documented action plans with measurable targets and review dates.
  • Monitor completion of coaching actions and elevate unresolved issues through the company processes.
  • Support onboarding and development of new agents.
  • Identify agents who may develop as subject matter experts, coaches, or future Team Leaders.
  • Review attendance and shift coverage in accordance with policy.
  • Monitor team performance against service metrics (CSAT, quality score, SLA, etc.).
  • Prepare and maintain team performance reports and operational trackers.

Skills

Customer service
Team supervision
Coaching
Communication English/Filipino

Tools

Spreadsheets

Job description

Skyro, a fast-growing fintech in Manila, seeks a Team Leader - Investment Support to lead and develop a team of Investment Customer Support Agents across chat, email, voice, and social channels. You will coach, monitor performance, and ensure adherence to KYC/AML, data privacy, and service standards.

Responsibilities include coaching, performance reviews, incident support, and collaboration with Operations, Product, Compliance, and other teams to drive excellent client experience.

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