HIRING: Senior Client Services Agent – Canadian Wealth management
Gratitude IncHIRING: Senior Client Services Agent – Canadian Wealth management
Job Description
Key Skills
13 candidate(s) have already applied for this Job. Apply now
Role-Senior Client Services Agent – Canadian Wealth Management
Onsite | McKinley, Taguig
Night Shift
Salary Package: PHP 40,000 – 50,000 + PHP 3,216 Allowance
We are looking for experienced professionals with strong background in Canadian Wealth Management accounts! If you have solid financial customer service experience, this could be your next big career move
Qualifications:
• College Graduate (Business-related course is a plus)
• Minimum 2 years call center experience supporting Canadian Wealth Management
• Experienced in handling Mutual Funds, Segregated Funds & Specialty Products
• Excellent communication & problem-solving skills
• Can manage complex client concerns professionally
• Willing to work onsite in McKinley, Taguig on a night shift schedule
Job Responsibilities:
Assist Financial Advisors & Clients regarding wealth management products
Handle inquiries across multiple platforms professionally
Resolve escalated client concerns & provide accurate solutions
Maintain quality documentation & compliance standards
Serve as SME / mentor for team members and new hires
Skills Needed:
• Customer Service & Support
• Wealth Management
• Financial Services
• Risk Management
• Active Listening & Communication
• Detail-Oriented & Problem Solving
Apply now before the slots run out!
#HiringNow #BPOJobs #FinancialAccount #WealthManagement #CanadianAccount #TaguigJobs #NightShift #CustomerService #ApplyNow #CareerOpportunity
Role
Customer Service Executive
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.
Interview Tips
- Giving the VNA round?
- What are the most important skills you acquired as a Soft Skills/VNA trainer?
- How would you handle an irate customer?
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