Senior Client Services Agent

Gratitude Philippines; Manila; On-site; PHP 334,800 - 390,600; Full time

Benefits offered by this job

Joining bonus

Job summary

A financial services provider is seeking a Senior Client Services Agent in Manila to provide exceptional support for high-net-worth clients on investment accounts. Candidates should have a passion for client experiences and must possess strong communication and analytical skills. The role is 100% onsite in McKinley Hill on a graveyard shift, with a competitive salary plus bonus available for immediate starters.

Qualifications

• Minimum 2 years of continuous voice-based BPO/contact centre experience.
• Experience in financial/investment accounts is a strong advantage.
• Willing to work 100% onsite in McKinley Hill, Taguig.

Responsibilities

• Handle inbound and outbound voice interactions with clients and advisors.
• Explain complex financial and investment information clearly.
• Research and resolve issues efficiently following standard processes.
• Document all interactions with precision and maintain confidentiality.
• Contribute ideas for process improvement.

Skills

Excellent English communication skills

Customer service orientation

Analytical thinking

Problem-solving ability

Typing proficiency

Education

Senior High School graduate or college undergraduate

Job description

Job Title

Senior Client Services Agent - Financial Investment Accounts (Voice)

Category

Finance / Wealth Management Support

Location

McKinley Hill, Taguig City (100% Onsite)

Schedule

Graveyard / Night Shift (US hours)

Salary Range

₱30,000 – ₱35,000 gross per month + Joining Bonus

Number of Openings

8

We are urgently looking for experienced voice agents to join a global financial services account. You will be the primary point of contact for high-net-worth clients and their financial advisors, providing white-glove support on investment accounts, transactions, portfolio inquiries, and wealth management-related concerns.

Key Responsibilities

• Handle inbound and outbound voice interactions with clients and financial advisors regarding investment accounts, transactions, balances, and performance reports
• Accurately explain complex financial and investment information (stocks, bonds, mutual funds, etc.) in a clear, professional manner
• Research and resolve issues efficiently following standard processes while escalating out-of-scope concerns when needed
• Document all interactions with precision and maintain strict confidentiality
• Contribute ideas for process improvement and participate in ongoing training

Minimum Requirements

• At least a Senior High School graduate (K-12) or a college undergraduate
• Minimum 2 years of continuous voice-based BPO/contact centre experience (financial/investment account background is a strong advantage)
• Excellent English communication skills (both verbal and written)
• Strong customer service orientation, analytical thinking, and problem-solving ability
• Typing proficiency and basic computer/navigation skills
• Stable employment history (no frequent job-hopping of less than 1 year per company)
• Willing to work 100% onsite in McKinley Hill, Taguig, on a permanent graveyard/night shift schedule
• Available to start immediately

If you have a passion for delivering exceptional client experiences in the financial services industry and meet the requirements above, we want to hear from you!

Apply now — this is an urgent hiring need with immediate start dates available.

Send your application through DM.