Financial Customer Support Consultant
2 months ago
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 RoleThis 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.
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.
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 LeadAdvisorsWelcome 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.
-
Financial Customer Support Representative
3 weeks ago
Quezon City, National Capital Region, Philippines LeadAdvisors Full timeRole OverviewWe are seeking a skilled Financial Customer Support Representative to join our team at LeadAdvisors. This role involves providing exceptional customer service and support to clients through inbound and outbound calls, while also qualifying and connecting individuals with the right financial services to meet their needs.About LeadAdvisorsWelcome...
-
Quezon City, National Capital Region, Philippines Lexie staffing business consulting Full timeCompany OverviewLexie Staffing Business Consulting is a leading provider of business consulting services, with a strong focus on customer satisfaction and financial excellence.
-
Senior Financial Management Consultant
4 weeks ago
Quezon City, National Capital Region, Philippines Nityo Infotech Full timeNityo Infotech: A Premier IT Solutions ProviderWe are seeking a highly skilled Senior Financial Management Consultant to join our team. As a key member of our finance department, you will be responsible for providing expert guidance on financial management systems and processes.Key Responsibilities:Design and implement efficient financial management...
-
Financial Analyst Intern
7 days ago
Makati City, National Capital Region, Philippines Industrial Support Full timeAre you a student looking for a challenging and rewarding internship experience?About Industrial SupportWe are a leading provider of industrial services, committed to delivering high-quality solutions that meet our customers' needs. Our team is dedicated to providing exceptional support and service to our clients.Job DescriptionIn this role, you will assist...
-
Financial Support Specialist
6 days ago
Quezon City, National Capital Region, Philippines Dycorp Import Export Company, Inc Full timeJob 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...
-
Financial Services Support Specialist
1 month ago
Quezon City, National Capital Region, Philippines IMS Outsourcing Solutions Full timeWe are IMS Outsourcing Solutions, a leading provider of customer support services. Our team is dedicated to delivering exceptional experiences for our clients.As a Financial Services Support Specialist, you will play a crucial role in ensuring the success of our financial services business.The estimated salary for this position is PHP 35,000 - PHP 45,000 per...
-
Financial Analyst Intern
1 month ago
Makati City, National Capital Region, Philippines Industrial Support Full timeAbout Industrial SupportWe are a dynamic organization dedicated to providing top-notch support to various industries. Our team is passionate about delivering exceptional services and fostering growth.Salary InformationThe estimated salary for this role is approximately ₱24,000 - ₱30,000 per month, depending on experience and qualifications.Job...
-
Highly Skilled Financial Consultant
2 months ago
Makati City, National Capital Region, Philippines LeadAdvisors Full timeWe are seeking a highly motivated and experienced financial professional to join our team at LeadAdvisors. Our company specializes in business process outsourcing (BPO) and digital content marketing, delivering exceptional results for brands across the United States.Company OverviewAt LeadAdvisors, we pride ourselves on being a leading provider of innovative...
-
Expert Financial Solutions Consultant
1 month ago
Quezon City, National Capital Region, Philippines Pru Life UK - LSLIA Full timeUnlock a Rewarding Career as a Financial AdvisorAre you looking for a fulfilling career that offers a sense of purpose and flexibility? Do you want to make a positive impact on people's lives by helping them achieve their financial goals?Pru Life UK - LSLIA is seeking a talented Financial Advisor to join our team. As a key member of our team, you will be...
-
Customer Experience Manager
1 month ago
Makati City, National Capital Region, Philippines Sun Life Grepa Financial, Inc. Full timeAbout the RoleSun Life Grepa Financial, Inc. is a joint venture between the Yuchengco Group of Companies and Sun Life Philippines.The company offers financial protection products through its agency, bancassurance, and group account channels.Job DescriptionYour key responsibilities will include:Delivering exceptional after-sales services to ensure utmost...
-
Financial Support Specialist
1 month ago
Quezon City, National Capital Region, Philippines BEST CAREERS AND OPPORTUNITIES Full timeJob Description:As a Technical Service Representative at BEST CAREERS AND OPPORTUNITIES, you will play a critical role in delivering exceptional customer service to our clients. Your primary responsibility will be to provide timely and effective technical support, ensuring that client issues are resolved efficiently and effectively.Key...
-
Customer Support Associate
1 month ago
Quezon City, National Capital Region, Philippines Lexie Staffing and Business Consulting Full timeAbout Lexie Staffing and Business Consulting">We are seeking a highly skilled Customer Service Representative to join our team at Lexie Staffing and Business Consulting. The ideal candidate will possess excellent communication skills, be amendable to working on-site, and have the ability to work effectively in a fast-paced environment.">Estimated Salary:...
-
Financial Services Consultant
3 weeks ago
Makati City, National Capital Region, Philippines LeadAdvisors Full timeWe are seeking an experienced Financial Services Representative to provide comprehensive financial guidance and support to clients in the U.S.A successful candidate will serve as a trusted advisor, helping individuals and businesses make informed decisions regarding their financial situation and goals.The role involves handling inbound inquiries from U.S....
-
IT Technical Consultant
1 month ago
Makati City, National Capital Region, Philippines Nityo Infotech Full timeNityo Infotech Job OpportunityWe are seeking an IT Technical Consultant to join our team in Makati City. The ideal candidate will have a Bachelor's degree in Information Technology, Business or equivalent, and at least 4-5 years of experience in Business Analysis from Insurance, Banking or Financial Industries.Job SummaryAs an IT Technical Consultant, you...
-
Customer Support Liaison
2 months ago
Quezon City, National Capital Region, Philippines VCC Link Inc. Full timeAt VCC Link Inc., we are seeking an experienced Customer Support Liaison to join our team. This role is perfect for individuals who possess excellent communication skills and a passion for delivering top-notch customer service.The ideal candidate will have a minimum of 1-2 years of experience in a similar CSR international voice role, with a strong...
-
Customer Support Representative
4 weeks ago
Quezon City, National Capital Region, Philippines Neksjob Full timeAt Neksjob, we offer a dynamic opportunity for individuals who are passionate about delivering exceptional customer experiences. As a Customer Support Representative, you will be at the forefront of our organization, interacting with customers and providing them with timely, accurate, and courteous assistance.About the Role:We are seeking highly skilled and...
-
Strategic Financial Expert for Budget Planning
1 month ago
Quezon City, National Capital Region, Philippines WHR Global Consulting Full timeWe are seeking a highly skilled Financial Analyst to join our team at WHR Global Consulting in Commonwealth Quezon City. As a key member of our finance department, you will be responsible for analyzing financial data and providing valuable insights to support business growth.Compensation: The successful candidate can expect to earn up to 45,000 PHP monthly,...
-
Financial Performance Specialist
1 month ago
Quezon City, National Capital Region, Philippines Risewave Consulting Inc. Full timeJob SummaryRisewave Consulting Inc. is seeking a highly skilled Financial Performance Specialist to join our team. This role will be responsible for coordinating and assisting with financial data reporting, including monthly actuals, profit review, and the quarterly President's Operating Report (POR).Key ResponsibilitiesPrepare and manage budgets for...
-
Customer Support Associate
1 month ago
Quezon City, National Capital Region, Philippines Lexie staffing and business consulting Full timeJob OverviewWe are seeking a highly skilled Customer Support Associate to join our team at Lexie staffing and business consulting. In this role, you will be working with Spanish-speaking clients and providing top-notch support services.About the RoleThis is a full-time position that requires you to work onsite in Quezon City, Philippines. You must have a...
-
Financial Services Representative
2 weeks ago
Makati City, National Capital Region, Philippines Sun Life Grepa Financial, Inc. Full timeAbout the OpportunitySun Life Grepa Financial, Inc. is a leading provider of financial protection products in the Philippines.Key Responsibilities Include:Deliver exceptional customer service to ensure high levels of satisfaction and loyalty.Maintain accurate records of production and activities, demonstrating dedication and performance.Cultivate strong...