**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

 

Non-negotiables:

• Minimum of 2 years of experience in  handling Voice Account  - Financial Experience is a plus

• Availability: Willing to work onsite at McKinley Hill, Taguig and amenable to a graveyard shift.

Your future duties and responsibilities:

• Respond promptly and professionally to inquiries from clients and financial advisors regarding investment accounts, transactions, and related services.

• Assesses customers’ needs/requests by effective information gathering, research, and problem-solving based on standard processes.

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

• Respond promptly and professionally to inquiries from clients and financial advisors regarding investment accounts, transactions, and related services.

• Maintain clear and effective communication with clients, financial advisors, and internal stakeholders.

• Coordinates with higher level of support for the out-of-scope type concerns

• Identify opportunities for process improvement and contribute to enhancing overall customer service efficiency.

• Participates in special tasks and performs other duties as assigned.

Required qualifications to be successful in this role:

Educational Background:

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

Career Experience:

• At least 2 years relevant work experience in Business Process Outsourcing (BPO), Contact Center, and similar industries.

• With financial account or Wealth and Asset Management experience (managing stocks, bonds and mutual funds)

Skills

• Excellent communication and interpersonal skills, with the ability to convey complex financial information in a clear and understandable manner.

• Demonstrated customer service orientation and a proactive approach to addressing client needs.

• Effectively facilitates customer interactions following the Company and Client’s service strategy and

• Strong analytical and problem-solving abilities.

• Self-motivated, proactive, independent in solving problems.

• Strong business acumen with solid analytical skills and conceptual thinking

• Ability to thrive in a fast-paced environment.

• Participate in regular training sessions to enhance product knowledge, communication skills, and customer service techniques based on feedback and industry developments.

• Ability to document relevant call details clearly and cohesively following quality standards.

• Typing/keyboarding proficiency

• Basic Computer and Internet Literacy.

• Commitment to maintaining a high level of professionalism and confidentiality.

• Demonstrate a commitment to a culture of continuous improvement by providing constructive feedback to peers and contributing ideas for enhancing team performance.

• Exhibit a positive and open attitude towards receiving constructive feedback from clients, financial advisors, and supervisors.

• Contribute to a culture of continuous improvement by actively engaging in feedback sessions, team discussions, and training programs.

• Show a commitment to maintaining a client-centric approach, understanding that constructive feedback is integral to delivering an exceptional customer experience.

• Embrace a growth mindset, recognizing that feedback is an essential component of professional development and a pathway to achieving excellence in customer service.