Senior Client Services Desk (Financial Voice Account)

Synlink Recruitment Outsourcing Co. Inc.

＄537-715[Monthly]
On-site - Taguig1-3 Yrs ExpEdu not requiredFull-time
Share

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

Read More

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
Preview

Faisah Matomadi

Recruitment AssociateSynlink Recruitment Outsourcing Co. Inc.

Reply Today 0 Times

Working Location

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

Posted on 12 June 2025

Explore similar jobs

View more similar jobs

Synlink Recruitment Outsourcing Co. Inc.

Unfinanced / Angel

<50 Employees

Recruitment Firm

View jobs hiring

Report this job

Bossjob Safety Reminder

If the position requires you to work overseas, please be vigilant and beware of fraud.

If you encounter an employer who has the following actions during your job search, please report it immediately

  • withholds your ID,
  • requires you to provide a guarantee or collects property,
  • forces you to invest or raise funds,
  • collects illicit benefits,
  • or other illegal situations.