Financial Customer Support Consultant

2 months ago


Quezon City, National Capital Region, Philippines LeadAdvisors Full time

At LeadAdvisors, we are dedicated to delivering exceptional financial solutions to our clients. We are seeking a skilled and passionate Personal Finance Solutions Expert to join our dynamic team.

About the Role

This role is a fantastic opportunity for an individual with a passion for helping others achieve their financial goals. As a Personal Finance Solutions Expert, you will be responsible for providing top-notch financial guidance to our clients, helping them navigate complex financial situations and make informed decisions about their financial futures.

You will engage with clients through both inbound and outbound calls, providing detailed information and support regarding our financial products and services. Your excellent communication skills and ability to handle customer inquiries and resolve issues efficiently will make you a valuable asset to our team.

Key Responsibilities
  • Client Engagement: Manage high-volume calls, maintaining a high level of service and ensuring that clients receive accurate and timely information about our financial solutions.
  • Issue Resolution: Quickly identify and resolve client concerns or escalate them appropriately, demonstrating your problem-solving skills and commitment to customer satisfaction.
  • Documentation and Follow-Up: Accurately record call details and ensure proper follow-up on unresolved issues, ensuring seamless communication and resolution.
Requirements

To succeed in this role, you will need:

  • A minimum of two years of experience in a call center or financial services environment.
  • Excellent verbal and written communication skills in English.
  • Strong customer service skills, with the ability to handle customer inquiries and resolve issues efficiently.
  • Technical proficiency in call center technology and essential financial software.
  • Flexibility, with the ability to work various shifts and adapt to changing business needs.
Compensation

We offer a competitive salary package and commission structure, with a tiered system offering up to $100,000 per month. Our compensation package is designed to recognize and reward your hard work and dedication to delivering exceptional results.

About LeadAdvisors

Welcome to LeadAdvisors.com, where innovation meets excellence in the digital landscape. We specialize in business process outsourcing (BPO) and digital content marketing, delivering exceptional results and driving growth for our clients. Our expertise in BPO allows us to handle campaigns for brands across the United States, while our digital content marketing capabilities enhance our clients' online presence and generate high-quality leads.



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