Client Services Supervisor Wealth Management and Financial Services

1 day ago

Taguig, National Capital Region, Philippines Addforce Human Resources Solution Inc. Full time ₱500,000 per year

Job Title:

  • Client Services Supervisor
  • Wealth Management and Financial Services

Work Setup and location

  • Onsite in Taguig
  • Night Shift Schedule

Salary Package:

  • 50,000.00 Basic Pay

Your future duties and responsibilities

  • Leadership and Team Management – Skilled in managing and developing teams, including goal setting, performance evaluation, and fostering professional growth through coaching and cross-training.
  • Coaching and Mentorship – Ability to provide regular, constructive feedback and tailored coaching to support team members' career development and performance improvement.
  • Performance Management – Experience in managing and tracking performance metrics, quality, and productivity to consistently exceed targets and optimize team output.
  • Process Improvement and Change Management – Strong skills in identifying, implementing, and driving operational improvements in a collaborative manner.
  • Project Management – Ability to manage projects within Client Solutions, providing support for business process initiatives and representing the team in corporate initiatives.
  • Client-Focused Mindset – Dedication to creating smooth, positive client experiences and effectively resolving escalated issues with a service-oriented approach.
  • Analytical and Data-Driven Decision-Making – Proficiency in capturing, analyzing, and using data to drive informed decision-making, process improvement, and strategic planning.
  • Stakeholder Management and Collaboration – Strong relationship-building skills to work effectively with cross-functional teams, ensuring alignment on business objectives and service standards.
  • KPI Development and Reporting – Experience in defining, tracking, and reporting KPIs that provide visibility into operational performance and support strategic initiatives.
  • Recruiting and Talent Development – Ability to recruit, onboard, and develop team members to meet current and future business needs, ensuring a strong, adaptable team.

Required qualifications to be successful in this role

  • Education: College Graduate (preferred) or College Undergraduate
  • Minimum of 3 years in a call center environment, with a strong focus on customer service delivery
  • 1–2 years of experience supporting wealth management, insurance, or financial management clients/accounts
  • At least 2 years in a supervisory or team lead role, preferably in a high-volume service setting
  • Excellent management and supervisory skills with the ability to lead, coach, and motivate a team effectively
  • Strong verbal and written communication skills, with the ability to engage both clients and team members
  • Proven coaching and mentoring capabilities to support the development of customer service representatives
  • Wealth and Asset Management (WAM) experience is required

Recruitment Process: Online Process

  • Phone Screening Interview and Validation
  • HR Interview
  • L1 Interview
  • L2 Interview Client Interview
  • Offer and Onboarding

Job Types: Full-time, Permanent

Pay: Php49, Php50,000.00 per month

Benefits:

  • Company Christmas gift
  • Company events
  • Flexible schedule
  • Free parking
  • Health insurance
  • Life insurance
  • Opportunities for promotion
  • Paid training
  • Promotion to permanent employee

Education:

  • Bachelor's (Preferred)

Experience:

  • Wealth Management, Fund Servicing and Fund Accounting: 3 years (Preferred)
  • wealth management, insurance, or financial management: 2 years (Preferred)
  • supervisory or team lead : 2 years (Preferred)
  • WAM: 2 years (Preferred)

Work Location: In person

  • Client Services Supervisor

    1 day ago

    Taguig, National Capital Region, Philippines Addforce Human Resources Solution Inc. Full time ₱480,000 - ₱600,000 per year

    Job Title:Client Services Supervisor - Wealth Management and Financial ServicesWork Setup and locationOnsite in TaguigNight Shift ScheduleSalary Package:50,000.00QualificationsCollege graduate (preferred) or College UndergraduateMinimum of 3 years in a Call Centre environment with a focus on customer service deliveryMinimum of 1-2 years of experience...

  • Client Services Associate

    8 hours ago

    Taguig, National Capital Region, Philippines UniTeller Financial Services Full time $104,000 - $130,878 per year

    Company DescriptionUniTeller Financial Services, a subsidiary of Grupo Financiero Banorte, is a leading International Payments Processor based in the United States. With an extensive network of over 200,000 paying locations, UniTeller offers remittance processing services in more than 80 countries. Our core values of Innovation, Integrity, Team Work, and...

  • Client Services Supervisor

    24 hours ago

    Taguig, National Capital Region, Philippines ManpowerGroup Full time ₱480,000 - ₱600,000 per year

    College graduate (preferred) or College UndergraduateMinimum of 3 years in a Call Centre environment with a focus on customer service deliveryMinimum of 1-2 years of experience supporting wealth management, insurance, or financial management clients/accounts.Minimum of 2 years in a supervisory or team lead capacity, preferably in a high-volume service...

  • Wealth Management

    24 hours ago

    Taguig, National Capital Region, Philippines JPMorgan Chase & Co. Full time $90,000 - $120,000 per year

    Job Description Join J.P. Morgan Asset & Wealth Management, a global leader in investment and wealth management. Shape the future of cash operations by leveraging advanced technologies and fostering a collaborative environment. Unlock your potential with opportunities for career growth and development. As a Wealth Management-IPB Cash-Team Leader...

  • Wealth Management

    1 day ago

    Taguig, National Capital Region, Philippines JPMorgan Chase & Co. Full time $800,000 - $1,000,000 per year

    Job Description Join J.P. Morgan, a leading global financial services firm with over 200 years of history. Be at the forefront of quality management within our Asset & Wealth Management - Corporate Centers, Philippines. With client assets of $2.4 trillion, we are a global leader in investment and wealth management. Make your mark by driving continuous...

  • Wealth Management

    1 day ago

    Taguig, National Capital Region, Philippines TechTiera Corporation Full time ₱1,200,000 per year

    Work Location : Taguig City / Pasig CityFull OnsiteWork Schedule : NightshiftHiring for Senior Manager and Consulting Delivery ( Wealth Investment and Asset Management)REQUIRED QUALIFICATIONSBachelor's degree in Business Administration, Management, or related field; MBA is often preferred.Extensive experience in Wealth Investment, Asset Management, Fund...

  • Wealth Sales Relationship Manager

    24 hours ago

    Taguig, National Capital Region, Philippines Leading Edge Executive Talent Search Inc. Full time $80,000 - $120,000 per year

    Work Style: Flex OfficeThe role is a client-facing role managing our highest value clients where professionalism, client focus and a broad understanding of the fundamentals of financial planning are critical to the success of the business.The role holder has a responsibility to acquire, cross sell and retain a portfolio of Wealth clients, working with the...

  • Financial Services Supervisor

    4 days ago

    Taguig, National Capital Region, Philippines beBeeAccounting Full time ₱800,000 - ₱1,200,000

    The role of a Supervisor, Client Accounting professional involves leading a team of accountants and being responsible for the financial management of clients.Job DescriptionThis position will be part of a newly formed team servicing financial services vehicles in various jurisdictions. The supervisor will be responsible for preparing financial statements,...

  • Manager - Consulting Delivery (Banking/Financial Services/Wealth Operations) 150K

    1 day ago

    Taguig, National Capital Region, Philippines Addforce Human Resources Solution Inc. Full time ₱1,000,000 - ₱1,500,000 per year

    Job Title:Manager - Consulting Delivery (Banking/Financial Services/Wealth Operations)Work Setup and locationOnsite in TaguigNight Shift ScheduleSalary Package:100, ,000.00 depending on experience and expertiseYour future duties and responsibilitiesLeadership and Team Management – Skilled in managing and developing teams, including goal setting,...

  • Client Service Administrator

    1 day ago

    Taguig, National Capital Region, Philippines SMHL Business Inc. Full time A$40,000 - A$60,000 per year

    Who We Are:We are an Australian Financial Services Group with a network of over 100 Financial Advisors spanning across Australia. Driven by the purpose of empowering our clients through expert Financial Advice, our Advisors collaborate to craft tailored strategies for every stage of our clients' lives, covering areas such as wealth and retirement planning,...