Wealth & Banking Service Specialist

Gratitude Inc

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3 days ago

Wealth & Banking Service Specialist

1-8 Year(s)

Manila (Taguig, Cubao Quezon City)

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Job Description

Key Skills

Accounts Microsoft Office Problem Solving Salesforce Communication Skills Client Servicing Transaction Processing Wealth Management Financial Services banking operations Strong knowledge in Regulatory Compliances Wealth and Asset Management Knowledge of Retail Banking Products Client Relationship Management SLA and Quality Management client service experience Client Central

16 candidate(s) have already applied for this Job. Apply now

HIRING: Wealth & Banking Service Specialist

Taguig / Cubao, Quezon City | Onsite/Hybrid | Shifting Schedule
Salary: Confidential

Ready to build your career in Wealth Management & Banking? Join a tech-enabled service team supporting high-net-worth clients and Wealth Advisors while gaining exposure to specialized financial services.

⭐ What You’ll Do

• Handle client requests via phone, email & digital channels
• Support wealth/banking transactions, transfers, overdrafts & wire requests
• Resolve complex service needs within compliance and SLA standards
• Build strong relationships with Wealth Advisors and internal teams
• Maintain accurate CRM/Salesforce records
• Meet quality, productivity & service targets

What We’re Looking For

• Associate degree or higher in Business, Finance, Accounting or Banking
• 1+ year banking, financial services or wealth management experience
• Retail banking or Salesforce/wealth platform exposure is a plus
• Strong communication, organization & problem-solving skills
• Comfortable learning new technology and working shifting schedules

Open to candidates currently in the Philippines with valid work authorization.

Pre-Screen: Relevant Experience | Retail Banking/Salesforce Experience | Last/Expected Salary | Taguig/Cubao & Shift Availability | Start Date

Apply: https://myglit.com/lateral/cref/1c7f5eba68

Role

Client Services

Timings

Rotational Shifts (Permanent)

Industry

BPO

Work Mode

Hybrid

Process

Semi-Voice

Functional Area

Banking / Financial Services

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.

Piyush Rathi

Recruiter - Gratitude Inc

NA, india

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