Wealth Client Advisor — Inbound Support & Solutions

Citi; Taguig; In loco; PHP 200.000 - 320.000; Tempo pieno

Descrizione del lavoro

The Officer, Inbound Customer Service - Wealth Operations at Citi handles inbound customer interactions via phone and chat, delivering professional service while adhering to Citi's policies. You will resolve client inquiries in wealth management with accuracy and integrity.

As a pivotal contact for valued Citi clients, you will communicate product information, assist with digital tools like Citi Mobile and Citibank Online, and strive for high customer satisfaction through compliant, efficient

Competenze

• 1–2 years of customer service or call center experience.
• Knowledge of banking products and regulatory requirements preferred.
• English language proficiency required.

Mansioni

• Handle inbound inquiries and transactions with professionalism.
• Provide accurate information on Citi products and procedures.
• Cross-sell and up-sell relevant financial products.
• Guide customers to Citi Mobile app and Citibank Online.
• Maintain compliance with banking regulations and data privacy.
• Aim for high first-call resolution and customer satisfaction.

Conoscenze

Exceptional Communication

Interpersonal Excellence

Problem-Solving & Analytical

Technical Proficiency

Organizational & Adaptability

Teamwork & Independence

Formazione

Bachelor’s degree

Strumenti

CRM systems

Microsoft Office

Financial software

Descrizione del lavoro

The Officer, Inbound Customer Service - Wealth Operations at Citi handles inbound customer interactions via phone and chat, delivering professional service while adhering to Citi's policies. You will resolve client inquiries in wealth management with accuracy and integrity.

As a pivotal contact for valued Citi clients, you will communicate product information, assist with digital tools like Citi Mobile and Citibank Online, and strive for high customer satisfaction through compliant, efficient