Night-Shift Wealth Client Service Voice Specialist

Muktarion; Metro Manila; On-site; PHP 290,000 - 469,000; Full time

Job summary

Muktarion is seeking a Wealth Solutions Center Service Specialist for on-site work in Taguig. The role supports Wealth clients via phone and electronic requests, focusing on service quality and resolution delivery in a fast-paced banking environment.

The ideal candidate has 2-3 years in wealth management or banking client service, with B2 level voice proficiency and experience in CSR within retail banking. Night shift with weekend coverage and a strong client-focused mindset are required.

Qualifications

• 2 to 3 years of relevant experience.
• Client service experience in Wealth Management, Banking, or Investment.
• Voice proficiency at least B2.
• Voice CSR + Retail Banking combo skills.

Responsibilities

• Serve as the primary point of contact for service and problem resolution for Wealth clients and advisors via phone and electronic service requests.
• Develop a thorough understanding of all banking products, processes, and programs, staying updated on any changes.
• Provide tailored solutions for clients with complex financial needs while adhering to branch operations manuals, audit requirements, and regulatory frameworks.
• Build and maintain professional, ongoing relationships with Wealth advisors and internal partners to address client needs effectively.
• Handle day-to-day transactional needs for assigned Wealth clients with a focus on efficiency and accuracy, ensuring service level agreements are met (e.g., transfers, overdrafts).
• Facilitate wire agreements and process time-sensitive wire requests for Wealth clients, ensuring high attention to detail and accuracy in execution.
• Accurately document client interactions and resolutions in CRM/Salesforce.com.
• Consistently meet required performance standards, including quality, productivity, and behavioral expectations.
• Support the Wealth division in achieving target Client Service Measurement (CSM) scores.
• Work a flexible schedule as needed, including shifts between Monday and Friday (8 AM to 8 PM) and Saturday (8 AM to 5 PM), with a day off during the week when working a Saturday shift.
• Perform other duties as assigned.

Skills

Voice proficiency B2

Client service

Voice CSR

2-3 years experience

Job description

Muktarion is seeking a Wealth Solutions Center Service Specialist for on-site work in Taguig. The role supports Wealth clients via phone and electronic requests, focusing on service quality and resolution delivery in a fast-paced banking environment.

The ideal candidate has 2-3 years in wealth management or banking client service, with B2 level voice proficiency and experience in CSR within retail banking. Night shift with weekend coverage and a strong client-focused mindset are required.