Customer Services Officer

3 days ago

Cebu City, Central Visayas, Philippines WrkPod Full time ₱300,000 - ₱450,000 per year

POSITION PURPOSE

The Customer Services Officer (CSO) provides high-quality client service and administrative support to financial advisers and paraplanners. The role ensures that client requests are managed efficiently, advice is implemented accurately, and the overall client experience is professional, timely, and compliant.

KEY RESPONSIBILITIES

Clients Service & Communication

  • Act as the first point of contact for client enquiries (phone, email, reception).
  • Respond to general client queries promptly and professionally.
  • Schedule and confirm client meetings and reviews.
  • Provide clients with updates on the progress of their requests.

Administration & Processing

  • Prepare and lodge applications for superannuation, investment, and insurance products.
  • Process client transactions (contributions, rollovers, withdrawals, switches, beneficiary updates).
  • Track and follow up outstanding business with product providers.
  • Maintain accurate client records in the CRM (Astute Wheel, Dash MDA).
  • Prepare and distribute review packs and meeting documentation.

Compliance & Record Management

  • Ensure compliance documentation is issued and filed (FSGs, consent forms, fee renewals, privacy notices).
  • Maintain records of client correspondence and advice implementation steps for audit purposes.
  • Support the advice team with internal compliance checks.

Adviser & Paraplanner Support

  • Liaise with product providers to gather valuations, statements, and policy details.
  • Assist paraplanners by providing fact-find data and supporting documents.
  • Monitor work in progress and flag potential delays to advisers.
  • Prepare reporting summaries and assist in implementing advice strategies.

  • Customer Service Officer

    1 week ago

    Cebu City, Central Visayas, Philippines Work Avenue and Business Solutions Incorporated Full time ₱150,000 - ₱250,000 per year

    The Customer Interaction Officer – Cebu is responsible for managing customer communications across calls, chats, and emails. This role ensures client inquiries are addressed promptly, issues are resolved effectively, and positive relationships are maintained. The officer plays a key role in delivering excellent service, enhancing customer satisfaction, and...

  • Customer Service Officer

    3 days ago

    Cebu City, Central Visayas, Philippines Antasis Inc. Full time ₱250,000 - ₱500,000 per year

    Job DescriptionOverview:The Customer Service Representative is responsible for providing exceptional support to customers by resolving inquiries, addressing complaints, and ensuring overall satisfaction with the company's products or services. This role requires strong communication skills, empathy, and a commitment to delivering outstanding customer...

  • Customer Service – Back Office

    2 weeks ago

    Cebu City, Central Visayas, Philippines Work Avenue and Business Solutions Incorporated Full time

    The Customer Service – Back Office role focuses on providing essential administrative and support functions that ensure smooth operations and efficient customer service delivery. Employees in this position handle data entry, documentation, and transaction processing while maintaining accurate customer records. They also coordinate with the front-line...

  • Guest Services Officer

    2 weeks ago

    Cebu City, Central Visayas, Philippines Mactan Seascapes Services Inc. Full time ₱900,000 - ₱1,200,000 per year

    Filinvest Hotel: CRIMSON RESORT & SPA MACTANIn accordance with the policies, procedure and standards of Chroma Hospitality, Inc. and Crimson Resort & Spa, Mactan, and under the direct supervision of the Guest Services Manager, the Guest Services Officer is responsible for the general administration and profitability of the operation of the villa and guest...

  • Customer Service Representative

    2 weeks ago

    Cebu City, Central Visayas, Philippines Clu Forwarding Services Full time ₱120,000 - ₱240,000 per year

    NO WORK EXPERIENCE REQUIRED | OPEN FOR FRESH GRADUATES ENJOY UP TO PHP 24,000 PAYCustomer Service RepresentativeStart Date: September | Virtual Hiring Process OnlyWhy Join Us?100% Virtual Hiring Process – No need to visit our office1-Day Application Process – Fast and hassle-freeNo Final Interview – Get hired quickerWhat are we looking for?Open to High...

  • Pooling: Customer Service Associate

    7 days ago

    Cebu City, Central Visayas, Philippines Progress Pro Services Inc Full time ₱200,000 - ₱400,000 per year

    Customer Service Associate will be responsible to act as a liaison between a multi-currency mobile wallet and its users through live chat, call or email. The Associate is expected to have excellent communication skills to provide satisfactory solutions to a diverse range of queriesJob Description:Promptly replies to email/chat from usersAnswer calls from...

  • Customer Service Representative

    1 day ago

    Cebu City, Central Visayas, Philippines INTERCON MANPOWER SERVICES Full time ₱216,000 - ₱324,000 per year

    Join Our Growing Team as a Customer Service Representative Location: Cebu IT Park Salary: Up to ₱27,000/month Open to: Fresh Graduates & Experienced ProfessionalsAbout Us:We're a forward-thinking company based in the heart of Cebu IT Park, and we're on the lookout for motivated Customer Service Representatives to help us deliver top-tier service to our...

  • Customer Service Representative

    2 weeks ago

    Cebu City, Central Visayas, Philippines INTERCON MANPOWER SERVICES Full time ₱216,000 - ₱324,000 per year

    Location: Cebu IT ParkSalary: Up to 27,000 PHP monthly salary package + 35,000 PHP Sign-On Bonus + Benefits & BonusesVirtual Hiring Process: No in-person interviews requiredAbout Us:We believe in providing exceptional customer experiences while fostering a positive and supportive work environment. We are seeking enthusiastic individuals to join our team as...

  • Customer Service Representative

    2 weeks ago

    Cebu City, Central Visayas, Philippines GDV BUSINESS SERVICES CO. Full time ₱900,000 - ₱1,200,000 per year

    About the roleWe are seeking a dedicated and enthusiastic Customer Service Representative to join our dynamic team at GDV BUSINESS SERVICES CO.'. As a Customer Service Representative, you will be responsible for providing outstanding support to our customers through various communication channels, including phone, email, and chat. This is a full-time...

  • Customer Service Representative

    1 week ago

    Cebu City, Central Visayas, Philippines AI MANPOWER SERVICES INC Full time ₱27,000 - ₱81,000 per year

    Customer Service Representative – Cebu IT Park (Pioneer Account)Location: Cebu IT ParkHiring Process: VirtualSalary Package: Up to ₱27,000 + ₱15,000 Sign-On BonusAbout the Role:We are hiring Customer Service Representatives for a pioneer account. Join our growing team and build your career in a supportive environment.Qualifications:Open for applicants...