Financial Customer Service

3 weeks ago


Makati, Philippines Global Meta Jobs Full time

We are looking for a detail-oriented and dependable Customer Service Representative (CSR) to join our Financial Account team in Makati Glorietta. The ideal candidate will play a vital role in accurately inputting, updating, and maintaining customer and financial data in our systems. This is an excellent opportunity for fresh graduates or individuals with no prior BPO experience to kickstart their career in a dynamic and supportive environment.

Educational Background:
-Old Curriculum: At least High School Graduate
-New Curriculum: K-12 Graduate

Work Experience:
-No prior BPO experience required
-Fresh graduates are welcome to apply

Skills:
-Strong communication skills in English (verbal and written)
-Good numerical and analytical skills
-High attention to detail and accuracy in financial data handling
-Ability to maintain confidentiality and discretion
-Familiarity with banking or financial processes is an advantage
-Proficiency in basic computer applications (MS Excel, MS Word)

Key Responsibilities
-Handle financial-related customer inquiries via phone, email, or chat (e.g., account balances, transactions, billing concerns)
-Accurately process financial data and customer account updates
-Provide clear and professional assistance on billing, payment processing, or loan/credit card queries
-Ensure compliance with data privacy and financial regulations during all transactions
-Investigate and resolve account discrepancies or customer complaints
-Maintain accurate and up-to-date customer financial records in the system

What’s in it for you?
-HMO DAY 1
-Employee Assistance Program
-Integrated Medicine program
-Leaves
-13th Month Pay
-Company Sponsored Trips or Retreats
-and more



  • Makati, Philippines Manulife Financial Full time

    The opportunity The Financial Sales Associate is responsible for providing life insurance solutions to Bank's clients. He/she will work in coordination with branch sales and service teams, thus we are looking for a dynamic individual, who has an independent mindset and the drive to succeed. Responsibilities Work closely with branch sales and service teams...


  • Makati, Philippines METACOM Full time

    Job Description: We are looking for Financial Customer Service Representatives who will provide excellent support to clients in the financial sector. You will assist customers with inquiries, account updates, transaction concerns, and other financial-related services. This role requires patience, professionalism, and the ability to deliver accurate...


  • Makati City, National Capital Region, Philippines Toyota Financial Services Full time ₱120,000 - ₱240,000 per year

    Confers with the customers by telephone, email, in person in order to provide information about products and services.Keep records of customers interactions and transactions, recording details of inquiries, complaints and comments, as well as actions taken.Ensures that appropriate responses were made to resolve customers' problem.Refers customer's concerns...


  • Makati, Philippines Manulife Financial Full time

    The opportunity The Customer Experience Designer position is an individual contributor that supports the Lead for NPS and Experience Design of Manulife Philippines. The position's primary role is to consider customer’s feedback, wants and needs, ultimately helping design and delivery teams to create human-centered and innovative products, services and...

  • Financial Advisor

    4 weeks ago


    Makati, Philippines Sun Life Grepa Financial, Inc. Full time

    Overview Agency Manager | Helping People Build Careers in Insurance | Life & Health Protection Advocate | Sun Life Grepa Financial, Inc. Company Description Sun Life Grepa Financial, Inc. (SLGFI) is a joint venture partnership between the Yuchengco Group of Companies (YGC) and Sun Life Financial-Philippines. We offer financial protection products through...


  • Makati, Philippines ZP DIVINA CAREERS Full time

    We are looking for motivated individuals to join our Financial Account team. As a CSR, you will assist customers with account-related inquiries, provide financial solutions, and deliver excellent service. This is a great opportunity for fresh graduates or those new to the BPO industry to start and grow their careers. Qualifications At least High School...


  • Makati City, National Capital Region, Philippines Metacom Full time ₱258,000 - ₱360,000 per year

    Job Description:Foundever is looking for Financial Customer Service Representatives to join our US Credit Card Account. This role focuses on helping customers manage their credit card concerns and providing accurate information about transactions, payments, and account inquiries.Responsibilities:Answer inbound calls from customers regarding credit card and...


  • Makati City, National Capital Region, Philippines vgg Full time ₱900,000 per year

    Financial - MandarinSite: RockwellStart Week: Sep 28 - Oct 19Salary: ₱75,000.00Qualifications: No CCE required, B2 CEFRRequired skills:Fluent MandarinRelevant Experience as customer serviceJob Type: Full-timePay: Php75,000.00 per monthExperience:driving financial strategy and operational efficiency: 5 years (Required)License/Certification:experience with...

  • Financial Advisor

    1 week ago


    Makati City, National Capital Region, Philippines Sun Life Grepa Financial, Inc. Full time ₱900,000 - ₱1,200,000 per year

    Company DescriptionSun Life Grepa Financial, Inc. (SLGFI) is a joint venture partnership between the Yuchengco Group of Companies (YGC) and Sun Life Financial-Philippines. We offer financial protection products through various channels, including agency, bancassurance, and group accounts. YGC is one of Southeast Asia's largest conglomerates with over 90...


  • Makati City, National Capital Region, Philippines Metacom Full time ₱252,000 - ₱393,000 per year

    Job Description:We are looking for Financial Customer Service Representatives to handle inquiries and concerns related to credit card and banking services. The role involves assisting customers with account-related questions, processing requests, and providing accurate information while delivering excellent customer service.Qualifications:Senior High School...