Senior Client Services Agent - Financial Account

Gratitude Inc

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1 week ago

Senior Client Services Agent - Financial Account

2-3 Year(s)

Manila (Taguig)

Job Description

Key Skills

BPO Skills typing skills customer support Wealth Management Financial Account Strong English Communication Skills Wealth and Asset Management Basic computer skills

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Description / Requirements

As a Client Services Agent specializing in financial investments, you will play a key role in ensuring a seamless and positive experience for both advisors and clients. Your primary responsibility will be to provide exceptional customer support related to financial investment accounts, addressing inquiries, resolving issues, and offering guidance to enhance overall satisfaction.

Duties and responsibilities:

• Respond promptly and professionally to inquiries from clients and financial advisors regarding investment accounts, transactions, and related services.

• Assesses customers’ needs/requests by effective information gathering, research, and problem-solving based on standard processes.

• Provide accurate information on investment products, account balances, and performance reports.

• Respond promptly and professionally to inquiries from clients and financial advisors regarding investment accounts, transactions, and related services.

• Maintain clear and effective communication with clients, financial advisors, and internal stakeholders.

• Coordinates with higher level of support for the out-of-scope type concerns

• Identify opportunities for process improvement and contribute to enhancing overall customer service efficiency.

• Participates in special tasks and performs other duties as assigned.

Other Expectations:

• Should not be a job hopper who only stays for less than a year per company

• Must not be a present or former employee of CGI

• 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

Role

Account & Financial Services

Timings

Night Shift (Permanent)

Industry

Medical / Healthcare / Hospital

Work Mode

Work from office

Functional Area

Banking / Financial Services

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