Wealth Management & Banking Customer Service Specialist (CL9) | Taguig / Quezon City | JOINING BONUS

Location: Taguig or Cubao, Quezon City, Philippines
Work Setup: Onsite / Hybrid
Work Schedule: Shifting
Salary: Confidential – To be discussed during the job offer
Employment Type: Full-time

Job Summary

We are hiring a Wealth Management & Banking Customer Service Specialist to support high-net-worth banking clients and Wealth Advisors of a leading US financial institution.

This role involves handling complex banking inquiries, financial transactions, wire transfers, and wealth management service requests through phone, email, and digital channels. Candidates will gain specialized exposure to wealth management operations, premium banking services, and AI-enabled financial service technologies.

Key Responsibilities

• Handle client and Wealth Advisor inquiries through phone, email, and digital channels.

• Provide accurate information and assistance on wealth management and banking products.

• Process banking transactions, fund transfers, overdrafts, and wire requests.

• Manage time-sensitive financial transactions while maintaining accuracy and compliance.

• Build strong relationships with high-net-worth clients and internal stakeholders.

• Maintain accurate client interaction records using CRM and Salesforce.

• Resolve complex client concerns while meeting service-level agreements.

• Achieve quality, productivity, customer satisfaction, and performance targets.

• Stay updated on banking regulations, financial products, and internal procedures.

Qualifications

• Associate's degree or higher in Business, Finance, Accounting, Banking, or a related field.

• Minimum 1 year of relevant experience in banking, financial services, or wealth management customer service.

• Exposure to retail banking or wealth management platforms such as Salesforce or Client Central is an advantage.

• Excellent verbal and written communication skills.

• Strong problem-solving, multitasking, and organizational abilities.

• Proficient in Microsoft Office and comfortable learning new technologies.

• Willing to work shifting schedules and onsite in Taguig or Cubao, Quezon City.

• Must currently reside in the Philippines and have valid authorization to work in the country.

Why Join?

• Joining bonus opportunity.

• Exposure to high-net-worth and premium banking clients.

• Specialized training in wealth management and financial services.

• Career growth into wealth operations, advisory support, and client experience leadership.

• Exposure to AI and Agentic AI technologies.

• Global learning and collaboration opportunities.

Recruitment Process

1. Initial screening with CV Reviewer.

2. CV validation and further screening through Workday and required assessment tools.

3. Client review and evaluation.

Pre-Screening Questions

1. How many years of relevant experience do you have in banking, financial services, or wealth management?

2. Have you worked with retail banking or wealth management platforms such as Salesforce or Client Central?

3. What is your last drawn salary?

4. What is your expected salary?

5. Are you willing to work onsite with a shifting schedule in Taguig or Cubao, Quezon City?

6. When can you start if selected?

Application Requirement: Please submit your latest CV in PDF format along with relevant screening notes.