Senior Client Services Agent - Financial Account - with joining bonus

Gratitude Inc

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18 hours ago

Senior Client Services Agent - Financial Account - with joining bonus

2-5 Year(s)

30 - 35 Thousand p.m

Manila

Job Description

Key Skills

BPO Experience Wealth Management Financial Account Wealth and Asset Management

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Job title: Senior Client Services Agent - Financial Account

Category: Finance

Work Set-up: Taguig (100% Onsite)

Work shift: Graveyard/Night shift

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

Parallel Job Titles: Investment Analyst, Wealth Operation Analyst (Voice)

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.

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)

Other Expectations:

• Can start immediately

• Schedule Adherence: Complies to assigned shift schedules (including but not limited to Start Time, End Time, and Breaks/Lunch); complies to rest day schedules; adheres to leaves filing policy outlined by the engagement/company

• Quality Compliance: Follows all quality standards following the engagement/company policies; Ensures all quality deficiencies are corrected promptly for activities in their function

• Teamwork and Communications: Ensures attendance to all required meetings (either for engagement-related meetings or for company-related meetings); Acts as backup for teammates and addresses excessive transaction queues caused by absenteeism

• Team player

• Can work under pressure

• Amenable to work on a shifting schedule

• Must be flexible with the ability to adapt to changes quickly.

• Proactive and has a customer service-oriented mindset

• Receptive to feedback and willing to learn.

• Interaction with clients and advisors may involve phone, email, and occasional in-person communication.

Skills:

Customer Service & Support

English

PRE-SCREENING QUESTIONS:

1. What is your highest educational attainment?

2. How many years of relevant experience in handling Voice Account in Business Process Outsourcing (BPO)/ Contact Center?

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

4. How much is your last drawn salary?

5. How much is your salary expectation?

6. Are you amenable to work on -site in Taguig with a graveyard shift schedule?

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

Role

Account Manager

Timings

Night Shift (Contract To Hire)

Industry

BPO

Work Mode

Work from office

Process

Voice

Functional Area

ITES / BPO / Customer Service

Note: Myglit doesn't charge any money from candidates. If you have been asked to pay money to get this job then report to us immediately at support@myglit.com.

Yasir Muhammad

Recruiter - Gratitude Inc

NA, nigeria

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