Customer Service Representative | Financial

18 hours ago

Ayala Alabang, National Capital Region, Philippines eClerx Philippines, Inc. Full time ₱200,000 - ₱250,000 per year

What You'll Do:

  • Guide customers through the rollover experience and answer their questions through chat, e-mails, and phone calls
  • Become an expert on 401ks, rollovers, and IRAs
  • Communicate with financial institutions and employers on behalf of customers to help with their transactions, where necessary
  • Contribute to our internal knowledge-base and external FAQs based on customer questions/comments
  • Synthesize customer feedback and share with other team-members

What You'll Bring:

  • Must have at least 1 year of experience as a CSR in a voice account; prior experience in a Financial or Wealth Management account (US 401ks, rollovers, IRAs, etc.) is a plus but not required.
  • College undergraduates (2 or 4 year course undergraduates) are accepted
  • Fluent in English with a neutral accent
  • Strong interest in helping people achieve their financial goals
  • Familiarity with customer service best practices and tools
  • Experience at a startup or similar fast-paced organization, a plus
  • Amenable to work shifting schedules, night shift / US hours, holidays and overtime
  • Amenable to work 100% onsite in Alabang, Muntinlupa City
  • Can start December 01, 2025

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