JOB TITLE: Senior Client Services Agent - Financial Account

CATEGORY: Finance

LOCATION: 100% Onsite | McKinley Hill, Taguig

SCHEDULE: Graveyard/Night Shift

SALARY RANGE: ₱30,000 – ₱35,000 + Joining Bonus

ROLE OVERVIEW

We are seeking dedicated Senior Client Services Agents to join our financial investments team. In this role, you will be the key point of contact for financial advisors and clients, ensuring seamless service delivery for investment account inquiries, transactions, and related services. Your expertise will help create positive experiences while maintaining the highest standards of professionalism and confidentiality.

KEY RESPONSIBILITIES:

• Respond promptly and professionally to client and financial advisor inquiries regarding investment accounts, transactions, and services


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


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


• Resolve account-related issues efficiently while maintaining quality standards


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


• Maintain clear and effective communication with all stakeholders


• Identify opportunities for process enhancement and service efficiency improvements


• Participate in special projects and additional duties as assigned


• Document call details clearly and cohesively following quality standards

REQUIRED QUALIFICATIONS AND SKILLS

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


• Excellent verbal and written communication skills


• Ability to convey complex financial information clearly and understandably


• Strong customer service orientation with a proactive approach


• Strong analytical and problem-solving abilities


• Typing/keyboarding proficiency


• Basic computer and internet literacy


• Solid business acumen with conceptual thinking capabilities

Professional Attributes:

• Self-motivated, proactive, and independent problem-solver


• Ability to thrive in fast-paced environments


• Strong commitment to professionalism and confidentiality


• Team player who works well under pressure


• Flexible and adaptable to rapid changes


• Receptive to constructive feedback with a growth mindset

RELEVANT EXPERIENCE 

• Minimum 2 years of experience handling Voice Accounts in BPO/Contact Center environments


• Financial account experience is a plus (Wealth and Asset Management, stocks, bonds, mutual funds)


• Immediate availability to start


• Willing to work 100% onsite at McKinley Hill, Taguig


• Amenable to graveyard/night shift schedules

Please kindly answer the following:

1. What is your highest educational attainment?


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


3. Do you have financial account or Wealth and Asset Management experience (stocks, bonds, mutual funds)? Please briefly describe your experience.


4. What is your current/most recent salary?


5. What are your salary expectations?


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


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

Ready to make an impact in financial client services? Apply now and start your journey with us!