Job Title: Senior Client Services Agent – Financial Account

JOB ID: J1125-1281

Category: Finance

Work Set-up: Taguig (100% Onsite)

Work Shift: Graveyard / Night Shift

Salary Range: Php 30,000 – 35,000 + Joining Bonus

Headcount: 8

Parallel Job Titles:

• Investment Analyst

• Wealth Operations Analyst (Voice)

Non-negotiables:

• Minimum of 2 years’ experience handling a Voice Account (Financial experience is a plus)

• Willing to work onsite in McKinley Hill, Taguig

• Amenable to graveyard shift

Position Description:

The Senior Client Services Agent will support financial investment-related inquiries, ensuring seamless and positive interactions with clients and advisors. The role involves addressing concerns, resolving issues, providing accurate information on investment accounts, and contributing to an excellent customer experience.

Duties and Responsibilities:

• Respond promptly and professionally to client and advisor inquiries related to investment accounts and transactions

• Assess customer needs through effective information gathering, research, and problem-solving

• Provide accurate details on investment products, account balances, and performance reports

• Maintain clear communication with clients, advisors, and internal teams

• Coordinate with higher-level support for out-of-scope concerns

• Identify process improvement opportunities

• Participate in special tasks and other assigned duties

Required Qualifications:

Educational Background:

• At least Senior High School Graduate (K-12) or College Undergraduate in any course

Career Experience:

• Minimum of 2 years of relevant experience in BPO, Contact Center, or similar environments

• Experience in financial accounts or Wealth & Asset Management (e.g., managing stocks, bonds, mutual funds)

Skills:

• Excellent communication and interpersonal skills

• Ability to explain complex financial information clearly

• Strong customer service orientation and proactive approach

• Solid analytical and problem-solving skills

• Self-motivated and independent

• Strong business acumen and conceptual thinking

• Ability to work in a fast-paced environment

• Willingness to participate in training and continuous development

• Ability to document call details accurately

• Typing and keyboarding proficiency

• Basic computer and internet literacy

• High level of professionalism and confidentiality

• Receptive to feedback and open to continuous improvement

• Positive attitude and growth mindset

Other Expectations:

• Should not have a history of short job tenures (less than 1 year per employer)

• Must be able to start immediately

• Must meet schedule adherence requirements (shift, breaks, rest days)

• Must comply with quality standards and correct deficiencies promptly

• Must attend all required meetings

• Should be a team player and willing to act as backup when needed

• Able to work under pressure

• Amenable to shifting schedules

• Flexible and adaptable to changes

• Customer service-oriented mindset

• Receptive to feedback and willing to learn

• Client and advisor interactions may include phone, email, and occasional in-person communication

Skills:

• Customer Service & Support

• English Communication

Pre-Screening Questions:

1. What is your highest educational attainment?


2. How many years of relevant experience do you have handling Voice Accounts in a BPO/Contact Center?


3. Do you have experience in financial accounts or Wealth & Asset Management (e.g., stocks, bonds, mutual funds)? Please describe briefly.


4. What is your last drawn salary?


5. What is your salary expectation?


6. Are you amenable to working onsite in Taguig on a graveyard shift?


7. This is an urgent role — are you able to start immediately?