Senior Client Services Agent, Manila

Job Title: 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.

Send your application through DM.