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Wealth Management Consultant

1 week ago

Manila, National Capital Region, Philippines Nezda Technologies, Inc. Full time

Financial Services Opportunity

We are currently looking for a highly motivated Customer Service Representative to join our Individual Wealth Management - Investments team. As a CSR, you will be responsible for providing top-notch customer service and support to our clients.

About the Role:
  • Handle customer inquiries and resolve issues promptly and professionally.
  • Work closely with the sales team to ensure a seamless customer experience.
  • Deliver excellent customer service through multiple channels.
Responsibilities:
  1. Collaborate with internal stakeholders to address customer concerns.
  2. Communicate effectively with customers to understand their needs and preferences.
  3. Document customer interactions accurately and efficiently.
Requirements:
  • At least 2 years of experience in customer-facing roles, preferably in the financial services industry.
  • Bachelor's degree or equivalent in a related field.
  • Excellent written and verbal communication skills.
What We Offer:
  1. A comprehensive compensation package, including a competitive salary range of 23,500-35,000 based on experience.
  2. A generous non-taxable allowance of 7,000-8,000 depending on working days and attendance.
  3. Night differential pay of 10%.
  4. HMO coverage for the employee and dependents from day one.
  5. Opportunities for career growth and development.