Retirement Accounts Support Specialist

Bravissimo Resourcing Inc.; Mandaluyong; On-site; PHP 30,000 - 50,000; Full time

Job summary

A financial services firm in Mandaluyong is seeking individuals to manage retirement accounts through various communication channels. Responsibilities include assisting clients with inquiries and processes related to contributions, withdrawals, and distributions, alongside maintaining records and ensuring compliance with regulations. Candidates should possess knowledge of financial products and CRM tools, with experience in voice or non-voice support preferred.

Qualifications

• Experience in handling retirement or financial accounts required.
• Knowledge of financial products and services is essential.
• Familiarity with CRM tools and ticketing systems preferred.
• Background in voice or non-voice support is beneficial.

Responsibilities

• Handle inbound/outbound calls, emails, or chats regarding retirement accounts.
• Assist clients with inquiries about contributions, withdrawals, and distributions.
• Explain retirement plan options and procedures to customers clearly.
• Process transactions accurately and timely.
• Maintain accurate records of customer interactions.
• Resolve customer issues and escalate concerns when necessary.
• Meet service level agreements, quality standards, and productivity targets.
• Collaborate with teams to enhance processes and customer experience.

Skills

Experience handling retirement or financial accounts

Knowledge of financial products and services

Familiarity with CRM tools and ticketing systems

Background in voice or non-voice support

Job description

A financial services firm in Mandaluyong is seeking individuals to manage retirement accounts through various communication channels. Responsibilities include assisting clients with inquiries and processes related to contributions, withdrawals, and distributions, alongside maintaining records and ensuring compliance with regulations. Candidates should possess knowledge of financial products and CRM tools, with experience in voice or non-voice support preferred.