Senior Client Services Agent

2 days ago


Taguig, National Capital Region, Philippines Hyyperworld Consult Full time

Compensation: Negotiable

Location: Taguig

Work Shift: Night / Graveyard

Summary:

The role focuses on handling voice-based client support for financial and investment accounts. You will assist clients and financial advisors with account inquiries, transactions, and basic investment information while delivering excellent customer service.

Key Responsibilities

  • Handle inbound calls from clients and financial advisors
  • Answer questions about investment accounts, balances, and transactions
  • Research and resolve customer concerns following standard processes
  • Provide clear and accurate financial information
  • Escalate complex issues to higher support when needed
  • Maintain proper documentation of calls and cases
  • Work closely with the team to meet service and quality standards

Non-Negotiable Requirements

  • At least 2 years of voice account experience (financial experience preferred)
  • Willing to work onsite in Taguig
  • Amenable to graveyard/night shift
  • Financial Account
  • Wealth Management
  • Wealth and Asset Management
  • BPO Experience

Qualifications

Education:

  • Senior High School Graduate (K-12) or College Undergraduate (any course)

Experience:

  • Minimum 2 years BPO/Contact Center experience
  • Experience handling financial, wealth, or investment accounts is a plus

Skills Needed

  • Strong English communication skills
  • Excellent customer service mindset
  • Basic computer and typing skills
  • Good problem-solving and analytical skills
  • Ability to work in a fast-paced environment
  • Professional, flexible, and open to feedback

Professional & Technical Skills:

  • The candidate should have a minimum of 2 years of experience in SAP Basis Administration.
  • Required Skill: Expert proficiency in SAP Basis Administration
  • Strong understanding of cloud migration principles and best practices.
  • Experience in implementing cloud migration projects.
  • Knowledge of private and public cloud technologies.
  • Ability to troubleshoot and resolve migration-related issues.

Job Types: Full-time, Permanent

Pay: Php25, Php35,000.00 per month

Benefits:

  • Company events
  • Health insurance
  • On-site parking
  • Opportunities for promotion
  • Pay raise

Application Question(s):

  • Will you now or in the future require sponsorship for employment visa status?
  • We must fill this position urgently. Can you start immediately?
  • Do you have a minimum of 2 years of experience in SAP Basis Administration?

Location:

  • Taguig (Required)

Work Location: In person



  • Taguig, National Capital Region, Philippines Vantage Financial Corporation (formerly eBusiness Services, Inc.) Full time

    Job Summary:The Client Services Officer, underPhilEquity Management Inc., ensures exceptional service delivery and client satisfaction by building and maintaining strong client relationships, addressing client needs, and driving customer retention and brand loyalty.Responsibilities:Serve as the main liaison between the fund management company and its...


  • Taguig, National Capital Region, Philippines Vantage Financial Corporation (eBiz Western Union) Full time ₱80,000 - ₱120,000 per year

    Job Summary:The Client Services Officer, under PhilEquity Management Inc., ensures exceptional service delivery and client satisfaction by building and maintaining strong client relationships, addressing client needs, and driving customer retention and brand loyalty.Responsibilities:Serve as the main liaison between the fund management company and its...


  • Taguig, National Capital Region, Philippines Vantage Financial Corporation (Westen Union) Full time

    Job Summary:The Client Services Officer, under PhilEquity Management Inc., ensures exceptional service delivery and client satisfaction by building and maintaining strong client relationships, addressing client needs, and driving customer retention and brand loyalty.Responsibilities:Serve as the main liaison between the fund management company and its...

  • Sales Agent

    1 week ago


    Taguig, National Capital Region, Philippines 360-365 MARKETING OPC Full time

    Job Opening: Senior Sales Agent (Healthcare Account)Company: 360–365 Marketing OPCLocation: Taguig CityWork Schedule: Night ShiftSalary Range: ₱25,000–₱35,000Start Date: ASAPPosition Overview360–365 Marketing OPC is urgently hiring a Senior Sales Agent with solid experience handling healthcare accounts. The ideal candidate is highly motivated,...


  • Taguig, National Capital Region, Philippines Smartmove Professional Mortgage Advisors Full time

    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,...

  • Service Desk Agent

    1 week ago


    Taguig, National Capital Region, Philippines Crafted Voice Global Full time

    Job Title: Multilingual Service Desk Agent (German)Category: Service Desk / End User ServicesMain location: Philippines, Metropolitan Manila, Taguig (Onsite)/Ortigas LocationSalary: PHP 90, ,000Employment Type: Full TimeQualifications:• With or Without Service Desk Experience.• At least 2 years of experience in Technical Support.• Can speak, read and...


  • Taguig, National Capital Region, Philippines JPMorganChase Full time

    JOB DESCRIPTIONWelcome to JPMorgan Chase.If you want to make valuable contributions to your team and expand your career and skills in project management, business operations, and in the financial operations world, then our Client Account Services team within JP Morgan Chase may have a great opportunity for you. This role supports Corporate and Investment...


  • Taguig, National Capital Region, Philippines Jean Hazel Piedraverde Insurance Services Full time

    Position: Part-Time Sales Agent (Work From Home)Location: Remote / Work From HomeSchedule: Flexible, Part-TimeCompensation: Commission-based + IncentivesJob Description:Conduct virtual consultations with potential clientsPresent and explain insurance products that fit client needsAssist clients with applications and policy requirementsMaintain good...


  • Taguig, National Capital Region, Philippines Private Advertiser Full time

    Position OverviewThe Head of Client Management is responsible for building, leading, and scaling the client management function to ensure strong client relationships, high satisfaction, retention, and account growth. This role serves as the primary escalation point for key clients and works closely with internal teams to deliver exceptional service aligned...


  • Taguig, National Capital Region, Philippines Sapient Global Services Full time

    We are mass hiring Call Center Agents across our Metro Manila sites Start your career with no prior BPO experience needed and earn up to ₱28,000 monthly plus a ₱30,000 sign-on bonus.Job Responsibilities:Support customers with account-related questions, such as billing, technical issues, product details, and service requests.Diagnose, address, and resolve...