Senior Client Services Desk (Financial Voice Account)

Synlink Recruitment Outsourcing Co. Inc.

2-2.6Kد.إ[Monthly]
On-site - Taguig1-3 Yrs ExpEdu not requiredFull-time
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Job Description

Benefits

  • Allowances

    Meal Allowance

  • Employee Recognition and Rewards

    Performance Bonus, Incentives

  • Government Mandated Benefits

    13th Month Pay

  • Insurance Health & Wellness

    Health Insurance, HMO

  • Others

    Profit Sharing

  • Professional Development

    Professional Development

  • Time Off & Leave

    Sick Leave, Vacation Leave

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Description

  • Handle financial voice accounts and assist clients with financial-related concerns.
  • Provide customer support for services such as mutual funds, asset and wealth management, banking, loans, life insurance, and stocks.
  • Manage sensitive financial data and ensure high-quality client service.
  • Address account inquiries, resolve issues, and provide accurate financial information.
  • Maintain professional communication and compliance with financial policies.

Requirements

  • Must be a Senior High School graduate or at least a college undergraduate.
  • Minimum of 2 years BPO experience in Financial Services or Wealth & Asset Management (WAM).
  • Experience in any of the following is required:
  1. Mutual Funds
  2. Asset & Wealth Management
  3. Life Insurance
  4. Banking, Loans, or Mortgage
  5. Stocks or financial portfolio management
  • Excellent English communication skills (voice account).
  • No age limit.
  • Willing to work night shift and onsite.
  • Must be open to work in either Taguig or Ortigas site.
Customer ServiceCommunication Skills
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Faisah Matomadi

Recruitment AssociateSynlink Recruitment Outsourcing Co. Inc.

Active within three days

Work Location

3rd Floor, One World Square. G2PX+27H, Upper McKinley Hl, Taguig, 1634 Metro Manila, Philippines

Posted on 12 June 2025

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