Wealth Solutions Center Specialist: Client Experience Lead

Stafflink Express; Taguig; On-site; PHP 335,000 - 580,000; Full time

Job summary

Stafflink Express seeks a Wealth Solutions Center Service Specialist to support high-net-worth clients and Wealth Advisors with precision and empathy. You will work within a tech-enabled service model, handling inquiries across multiple channels and ensuring accurate, compliant solutions.

You will build expertise in wealth products, maintain regulatory awareness, and document every interaction in CRM and Salesforce.

Qualifications

• At least one year of client service experience in banking, financial services, or wealth management.
• Associate degree or higher in Business, Finance, Banking, or equivalent.
• Familiarity with Client Central or Salesforce.
• Strong written and verbal communication skills.
• Highly organized with ability to manage multiple priorities.
• Self-starter who thrives in a changing environment.
• Team player who collaborates and asks for help when needed.
• Proficient with Microsoft Office and quick to learn new technology.

Responsibilities

• Own the client experience by being the go-to contact for Wealth clients and advisors across phone, email, and digital channels.
• Build deep knowledge of wealth and banking products, staying sharp on regulatory changes, system updates, and process shifts.
• Deliver tailored solutions for high-net-worth clients within compliance and regulatory frameworks.
• Build trusted relationships with Wealth Advisors and internal teams for integrated, seamless support.
• Handle transfers, overdrafts, and day-to-day transactional needs accurately and efficiently within SLA.
• Facilitate wire agreements and time-sensitive wire transactions with zero room for error.
• Document every client interaction and resolution in CRM and Salesforce.
• Meet and exceed quality, productivity, and behavioral performance targets.
• Strengthen Client Service Measurement scores through every interaction.
• Work assigned shifts Mon–Fri 8 AM–8 PM; Sat 8 AM–5 PM, with a weekday off in exchange.

Skills

Client service experience

Strong communication

Organizational skills

Self-starter

Team player

MS Office

Salesforce exposure

Work authorization

Education

Associate degree

Finance/Banking background

Tools

Client Central

Salesforce

MS Office

Job description

Stafflink Express seeks a Wealth Solutions Center Service Specialist to support high-net-worth clients and Wealth Advisors with precision and empathy. You will work within a tech-enabled service model, handling inquiries across multiple channels and ensuring accurate, compliant solutions.

You will build expertise in wealth products, maintain regulatory awareness, and document every interaction in CRM and Salesforce.