Financial Relationship Manager

2 days ago


Angeles City, Central Luzon, Philippines Neksjob Philippines Full time
Job Summary

We are seeking a highly skilled Financial Relationship Manager to join our team at Neksjob Philippines. As a key member of our financial services team, you will be responsible for managing and optimizing the financial accounts of our clients to ensure accurate reporting, effective budgeting, and strategic financial planning.

You will act as the primary point of contact between our company and its clients, providing exceptional service and guidance to help them achieve their financial goals.

Key Responsibilities:
  • Manage and optimize client financial accounts for accurate reporting and effective budgeting
  • Act as primary point of contact for clients, providing exceptional service and guidance
  • Develop and implement strategic financial plans to meet client goals
  • Collaborate with internal teams to ensure seamless client service
  • Ensure compliance with financial regulations and industry standards
Requirements:
  • High School Graduate
  • At least 1-year BPO experience
  • Financial services industry experience preferred
  • Intermediate communication skills, both written and verbal
  • Availability to work in shifting schedules, including weekends and holidays
  • Willingness to work onsite


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