Senior Financial Account Support Specialist

Recruitify_HR; Taguig; On-site; PHP 279,000 - 390,600; Full time

Job summary

Recruitify_HR is hiring a Client Services Agent to enhance customer experiences for financial investments. Your role includes providing exceptional support to advisors and clients, addressing inquiries, and resolving issues. Qualified candidates should have excellent communication and problem-solving skills, along with at least a Senior High School education or equivalent. This position requires a proactive approach in a fast-paced environment and the ability to document client interactions accurately.

Qualifications

• Strong interpersonal skills to communicate complex information effectively.
• Proactive in addressing client needs and enhancing customer experience.
• Ability to document call details following quality standards.

Responsibilities

• Provide exceptional customer support for financial investment accounts.
• Respond to client inquiries related to investment accounts.
• Maintain effective communication with clients and advisors.

Skills

Excellent communication skills

Customer service orientation

Analytical problem-solving

Typing/keyboarding proficiency

Basic Computer and Internet Literacy

Education

At least Senior High School Graduate or College Undergrad

Job description

Recruitify_HR is hiring a Client Services Agent to enhance customer experiences for financial investments. Your role includes providing exceptional support to advisors and clients, addressing inquiries, and resolving issues. Qualified candidates should have excellent communication and problem-solving skills, along with at least a Senior High School education or equivalent. This position requires a proactive approach in a fast-paced environment and the ability to document client interactions accurately.