Financial Customer Support Specialist

1 week ago


Quezon City, National Capital Region, Philippines LeadAdvisors Full time

Transform Clients' Financial Landscapes

We are seeking passionate and driven individuals to join our dynamic financial services team at LeadAdvisors. Our team is dedicated to helping individuals understand and manage their financial options effectively.

About the Role

As a Financial Customer Support Specialist, you will engage with clients through both inbound and outbound calls. Your role will involve qualifying and connecting individuals needing financial guidance with the right services to help them save money, manage debt, and fund their future.

Responsibilities

  • Managing high-volume calls to provide detailed information and support regarding financial products and services.
  • Providing customer assistance and resolving client concerns or escalating them appropriately.
  • Accurately recording call details and ensuring proper follow-up on unresolved issues.
  • Meeting specific performance metrics such as call handling time, customer satisfaction, and resolution rates.

Requirements

  • Proven experience in a call center or financial services environment, with at least two years of experience.
  • Excellent verbal and written communication skills in English.
  • Strong ability to handle customer inquiries and resolve issues efficiently.
  • Comfortable with call center technology and essential financial software.
  • Ability to work various shifts and adapt to changing business needs.

Compensation

  • Competitive salary package + commission.
  • Commissions: tier structure 25k to 100k per month.

About LeadAdvisors

Welcome to LeadAdvisors.com, where innovation meets excellence in the digital landscape. We specialize in two main areas: business process outsourcing (BPO) and digital content marketing.



  • Quezon City, National Capital Region, Philippines Dycorp Import Export Company, Inc Full time

    Job Title: Financial Support Specialist Dycorp Import Export Company, Inc. is seeking a detail-oriented and organized Financial Support Specialist to join our team. As a Financial Support Specialist, you will be responsible for assisting in the preparation of financial reports, reconciliations, and other financial documents. Responsibilities: Reconcile...


  • Makati City, National Capital Region, Philippines Sun Life Grepa Financial, Inc. Full time

    We are seeking a highly skilled Administrative Support Specialist to join our team at Sun Life Grepa Financial, Inc. As an Administrative Support Specialist, you will be responsible for managing day-to-day operations and customer service for the Affinity Channel.Key Responsibilities:Process new applications, prepare billings, and collect premiums.Handle...


  • Quezon City, National Capital Region, Philippines Global Cosmetics Full time

    Financial Operations SpecialistAt Global Cosmetics, we are seeking a highly skilled Financial Operations Specialist to join our team. As a key member of our finance department, you will be responsible for managing day-to-day financial transactions, including accounts payable and accounts receivable.Key Responsibilities:Prepare and analyze financial reports,...


  • Quezon City, National Capital Region, Philippines Neksjob Full time

    Job DescriptionAs a Financial Account Specialist at Neksjob, you will play a crucial role in managing and supporting financial operations. Your responsibilities will include:Key ResponsibilitiesHandling account reconciliations to ensure accuracy and complianceMonitoring transactions to identify and address any discrepanciesPreparing financial reports to...


  • Quezon City, National Capital Region, Philippines Nityo Infotech Services Philippines Full time

    Job Title: Customer Support SpecialistAt Nityo Infotech Philippines, we are seeking a skilled Customer Support Specialist to join our team. As a key member of our customer support team, you will be responsible for providing exceptional support to our members during their availment, responding to concerns and inquiries through phone or email communications,...


  • Quezon City, National Capital Region, Philippines Orbit Teleservices Pasig-Ortigas Full time

    Customer Support SpecialistWe are seeking a dedicated and skilled Customer Support Specialist to join our team at Orbit Teleservices Pasig-Ortigas. The ideal candidate will provide top-notch customer service support, addressing inquiries and resolving concerns in a timely and professional manner.Key Responsibilities:Provide excellent customer service support...


  • Quezon City, National Capital Region, Philippines Neksjob Full time

    Job DescriptionAs a Financial Account Specialist at Neksjob, you will play a crucial role in managing and supporting financial operations. Your key responsibilities will include:Key ResponsibilitiesManaging account reconciliations to ensure accuracy and completenessMonitoring transactions to identify and resolve any discrepanciesPreparing financial reports...


  • Quezon City, National Capital Region, Philippines Neksjob Philippines Full time

    Job Title: Onsite Financial Account Customer Service AgentAt Neksjob Philippines, we are seeking a highly skilled and dedicated Onsite Financial Account Customer Service Agent to join our team. As a key member of our financial services team, you will play a crucial role in managing and supporting financial accounts.Key Responsibilities:Assist clients with...


  • Quezon City, National Capital Region, Philippines Nityo Infotech Full time

    Job Opportunity at Nityo InfotechWe are seeking a skilled External Support Specialist to join our team. As an External Support Specialist, you will be responsible for providing support to our clients.ResponsibilitiesProvide support to clients on a Category/ Brand/Sales functionDevelop and maintain financial analysis skillsManage ambiguity and conflict within...


  • Makati City, National Capital Region, Philippines Sun Life Grepa Financial, Inc. Full time

    Job SummaryWe are seeking a highly motivated and results-driven Financial Services Specialist to join our team at Sun Life Grepa Financial, Inc. As a key member of our sales team, you will be responsible for promoting and selling our life insurance products to seafarers.Key ResponsibilitiesProvide financial planning services to seafarers and promote our life...


  • Quezon City, National Capital Region, Philippines BEST CAREERS AND OPPORTUNITIES Full time

    Job Role: Financial Services SpecialistAt BEST CAREERS AND OPPORTUNITIES, we are seeking a highly skilled Financial Services Specialist to join our team. The successful candidate will be responsible for providing exceptional customer service and support to clients, resolving issues efficiently, and maintaining accurate records. Key Responsibilities:Manage...


  • Quezon City, National Capital Region, Philippines Aspire Global Solutions Full time

    Are you passionate about delivering outstanding customer support? We are seeking an enthusiastic Customer Support Specialist to enhance our team.Key Responsibilities:• Provide warm and attentive service to customers, addressing their questions and ensuring a positive interaction.• Leverage your fresh insights or past experience to contribute to our...


  • Quezon City, National Capital Region, Philippines Neksjob Philippines Full time

    Job Title: Onsite Financial Account Customer Service AgentAt Neksjob Philippines, we are seeking a highly skilled and dedicated individual to join our team as an Onsite Financial Account Customer Service Agent. As a key member of our financial services team, you will play a crucial role in managing and supporting financial accounts.Key...


  • Quezon City, National Capital Region, Philippines Neksjob Full time

    Job Title: Financial Account SpecialistAt Neksjob, we are seeking a highly skilled and detail-oriented Financial Account Specialist to join our team.Key Responsibilities:Maintain accurate and up-to-date financial recordsProcess transactions and reconcile accountsGenerate financial reports and analyze dataCollaborate with cross-functional teams to ensure...


  • Quezon City, National Capital Region, Philippines Nityo Infotech Full time

    Job Title: Financial Operations SpecialistNityo Infotech is seeking a skilled Financial Operations Specialist to join our team. The successful candidate will have experience in general accounting, with a focus on General Ledger tasks such as bank reconciliation, balance sheet reconciliation, fixed assets, and audit support.Responsibilities:Perform General...


  • Makati City, National Capital Region, Philippines Sun Life Grepa Financial, Inc. Full time

    Unlock Your Potential as an Agency Recruitment SpecialistAre you a driven individual seeking a challenging role that aligns with your values? We invite you to join our team at Sun Life Grepa Financial, Inc. as an Agency Recruitment Specialist.As a key member of our recruitment team, you will play a crucial role in identifying and engaging top talent for our...


  • Caloocan City, National Capital Region, Philippines KNITASIA INDUSTRIES INCORPORATED Full time

    About the RoleWe are seeking a skilled and detail-oriented Financial Support Specialist to join our team at Knitasia Industries Incorporated. This role is responsible for providing comprehensive financial support to the Accounting Department, ensuring seamless operations and exceptional results.Key Responsibilities:Financial Transaction Management:...


  • Quezon City, National Capital Region, Philippines Racing O Phils Full time

    Financial Operations SpecialistRacing O Phils is seeking a highly skilled Financial Operations Specialist to join our team. As a key member of our finance department, you will be responsible for managing all accounting transactions, bookkeeping tasks, and financial reporting.Key Responsibilities:Manage all accounting transactions, including accounts payable...


  • Quezon City, National Capital Region, Philippines Nityo Infotech Full time

    Job Title: Hyperion Financial Management SpecialistNityo Infotech is seeking a highly skilled Hyperion Financial Management Specialist to join our team.Location:Quezon CitySalary:55,000 PHPSet-up:Hybrid (2 days onsite, 3 days WFH/week)Schedule:Night ShiftResponsibilities:Implement and maintain Hyperion Financial Management (HFM) systemDevelop and manage...


  • Quezon City, National Capital Region, Philippines Neksjob Philippines Full time

    Job Title: Onsite Financial Account Customer Service AgentAt Neksjob Philippines, we are seeking a highly skilled and dedicated individual to join our team as an Onsite Financial Account Customer Service Agent.Job Summary:We are looking for a customer-focused professional to provide exceptional service to our clients by managing and supporting their...