Senior Client Services Agent

2 hours ago

Manila, National Capital Region, Philippines GodHeir Services Full time ₱360,000 - ₱480,000 per year

Senior Client Services Agent - Financial Investment Accounts (Voice)

Category: Finance / Wealth Management Support

Location: McKinley Hill, Taguig City (100% Onsite)

Schedule: Graveyard / Night Shift (US hours)

Salary Range: ₱30,000 – ₱35,000 gross per month + Joining Bonus

Number of Openings: 8

We are urgently looking for experienced voice agents to join a global financial services account. You will be the primary point of contact for high-net-worth clients and their financial advisors, providing white-glove support on investment accounts, transactions, portfolio inquiries, and wealth management-related concerns.

Key Responsibilities:

  • Handle inbound and outbound voice interactions with clients and financial advisors regarding investment accounts, transactions, balances, and performance reports

  • Accurately explain complex financial and investment information (stocks, bonds, mutual funds, etc.) in a clear, professional manner

  • Research and resolve issues efficiently following standard processes while escalating out-of-scope concerns when needed

  • Document all interactions with precision and maintain strict confidentiality

  • Contribute ideas for process improvement and participate in ongoing training

Minimum Requirements:

  • At least a Senior High School graduate (K-12) or a college undergraduate

  • Minimum 2 years of continuous voice-based BPO/contact centre experience (financial/investment account background is a strong advantage)

  • Excellent English communication skills (both verbal and written)

  • Strong customer service orientation, analytical thinking, and problem-solving ability

  • Typing proficiency and basic computer/navigation skills

  • Stable employment history (no frequent job-hopping of less than 1 year per company)

  • Willing to work 100% onsite in McKinley Hill, Taguig, on a permanent graveyard/night shift schedule

  • Available to start immediately

If you have a passion for delivering exceptional client experiences in the financial services industry and meet the requirements above, we want to hear from you

Apply now — this is an urgent hiring need with immediate start dates available.

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