Financial Services Specialist

1 week ago

Makati City, National Capital Region, Philippines beBeeSupport Full time $20,000 - $26,000
Customer Support Professional

We are seeking a customer-oriented support professional fluent in English to join our team. As part of this role, you will be helping clients manage and optimize their retirement plans using the latest AI-driven technology in the financial services industry.

Main Responsibilities
  • Provide prompt, accurate support via phone, email, and live chat, ensuring a positive experience for English-speaking customers.
  • Assist with account activation, integration troubleshooting, and product-related inquiries.
  • Deliver accurate guidance on client retirement plan offerings.
  • Troubleshoot technical issues and escalate complex cases as needed.
  • Utilize CRM systems for tracking, managing, and resolving customer interactions.
Required Skills and Qualifications
  • High school diploma or equivalent; a degree in Business, Finance, or IT is preferred.
  • Fluent in English, with strong verbal and written communication skills.
  • Previous customer service experience, ideally within technical support or financial services.
  • Familiarity with retirement plans or financial account management is advantageous.
  • Proficiency in CRM systems is required.
  • Excellent multitasking, problem-solving, and organizational skills in a fast-paced environment.
  • High attention to detail and ability to work both independently and as part of a remote team.
Benefits
  • A competitive compensation package.
  • Ongoing training and development opportunities.
  • A dynamic and supportive work environment.

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