Client Services Supervisor Wealth Management and Financial Services

7 days 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

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