Financial Customer Support Representative

3 weeks ago


Quezon City, National Capital Region, Philippines LeadAdvisors Full time
Role Overview

We 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 LeadAdvisors

Welcome to LeadAdvisors.com, a leading business process outsourcing (BPO) company specializing in campaigns for brands across the United States. Our expertise in BPO enables us to deliver exceptional results and drive growth for our clients. In the digital space, we excel in content marketing, technical SEO, guest blogging, media outreach, conversion rate optimization, UX design, and sales funnel strategy.

Responsibilities
  1. Manage High-Volume Calls: Efficiently handle incoming and outgoing calls, maintaining a high level of service and ensuring timely resolution of client concerns.
  2. Customer Assistance: Provide detailed information and support regarding financial products and services, addressing client queries and resolving issues promptly.
  3. Documentation and Follow-Up: Accurately record call details and ensure proper follow-up on unresolved issues, ensuring seamless communication with clients.
Requirements
  1. Experience: At least two years in a call center or financial services environment.
  2. Communication Skills: Excellent verbal and written communication skills in English.
  3. Customer Service Skills: Strong ability to handle customer inquiries and resolve issues efficiently.
  4. Technical Proficiency: Comfortable with call center technology and essential financial software.
Compensation

We offer a competitive salary package plus commission, with a tiered structure that rewards performance. Our compensation includes a competitive salary package plus commission, ranging from $25,000 to $100,000 per month, depending on performance.



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