Senior Client Services Agent

2 weeks ago

Manila, National Capital Region, Philippines GodHeir Services Full time

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.

  • Senior Client Services Agent

    2 weeks ago

    Manila, National Capital Region, Philippines Go-Get Data Consultancy Full time

    **Job title: Senior Client Services Agent - Financial Account**Category: FinanceWork Set-up: Taguig (100% Onsite)Work shift: Graveyard/Night shiftSalary range: Php 30,000 – 35,000 + Joining BonusParallel Job Titles: Investment Analyst, Wealth Operation Analyst (Voice)Non-negotiables:• Minimum of 2 years of experience in handling Voice Account -...

  • Senoir Client Service Agent

    2 weeks ago

    Manila, National Capital Region, Philippines Gratitude Inc Full time

    **Job title: Senior Client Services Agent - Financial Account**Category: FinanceWork Set-up: Taguig (100% Onsite)Work shift: Graveyard/Night shiftSalary range: Php 30,000 – 35,000 + Joining BonusHC: 8Parallel Job Titles: Investment Analyst, Wealth Operation Analyst (Voice)Non-negotiables:Minimum of 2 years of experience in  handling Voice Account  -...

  • Client Services Agent

    1 week ago

    Manila, National Capital Region, Philippines TechTiera Corporation Full time

    Work Location : McKinley Hill, Taguig - ONSITEGraveyard ShiftEducational Background:At least Senior High School Graduate (K-12) or College Undergrad in any course.REQUIRED SKILLS (non-negotiable)Minimum of 2 years of experience in handling Voice Account .Financial Experience is a plus.Career Experience:At least 2 years relevant work experience in Business...

  • Customer Service Agent/-2 Assessments No Final Interview January 2026

    2 weeks ago

    Manila, National Capital Region, Philippines CAREPLUS INTERNATIONAL SERVICES INC Full time

    About the role Careplus International Services Inc. is seeking an exceptional Customer Service Agent to join our dynamic team. As a Customer Service Agent, you will be the voice of our company, providing exceptional customer support and maintaining our high standards of service. This is a full-time, on-site position located in Santa Cruz Pasig City Metro...

  • Customer Service Agent

    2 weeks ago

    Manila, National Capital Region, Philippines Ally Full time

    Customer Service AgentFull-Time | Remote | $900–$1,000 USD per monthWeekend & US-hour shifts requiredShortlisted candidates may be hired on a rolling basis. About the Client & ContextYou'll be supporting one of our clients — a NASDAQ-listed, fast-growing health and wellness company operating globally across eCommerce and direct-to-consumer...

  • Senior Manager Client Services

    2 weeks ago

    Manila, National Capital Region, Philippines Empower Full time

    Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and...

  • Customer Service CSR Sales Agent,

    1 week ago

    Manila, National Capital Region, Philippines Garrett & Talon, Inc. Full time

    We are hiring up to 100 qualified agents and "REFER A FRIEND" to earn referrals.Job Responsibilities:• Inbound and outbound calls• Good listening and responding skills• Have excellent communication skills, be confident and have a courteous voice tone.• Ability to apply a logical problem solving approach to resolving customer service issues.• Strong...

  • Client Account Services Senior Analyst

    2 weeks ago

    Manila, National Capital Region, Philippines DTCC Full time

    DescriptionAre you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have...

  • Client Account Services Senior Analyst

    17 hours ago

    Manila, National Capital Region, Philippines DTCC Full time

    DescriptionAre you ready to make an impact at DTCC?Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have...

  • Client Account Services Senior Analyst

    17 hours ago

    Manila, National Capital Region, Philippines Depository Trust & Clearing Corporation Full time

    Are you ready to make an impact at DTCC?Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills...