Client Servicing Specialist, Taguig

Job Summary:

• Address inquiries, resolve issues, and provide support related to client investment accounts, transactions, and account servicing needs.
• Coordinate with internal departments, including operations and accounting, to resolve client issues and ensure timely resolution.
• Ensure all client requests are processed in accordance with established policies, procedures, and regulatory requirements.
• Complies with company and group policies and maintains compliance awareness.

Responsibilities:

• Respond to client inquiries via phone, email, and other communication channels in a timely and professional manner.
• Provide accurate and helpful information to address client needs and build rapport.
• Process various client requests, including subscriptions, redemptions, transfers, and account updates.
• Maintain accurate client records, documentation, and correspondence in systems and other databases.
• Ensure data integrity and compliance with all internal and external record-keeping requirements.
• Escalate complex inquiries and coordinate with relevant teams to ensure prompt resolution.
• Identify opportunities to enhance the client experience and improve service delivery processes through feedback collection and technology enhancements.
• Perform other related tasks as may be assigned by the immediate superior.

Qualifications:

• Bachelor's degree in Business Administration or a related field.
• Proven experience in customer service or similar roles within the financial industry, preferably fund management.
• Knowledgeable in capital markets, investment products, and regulatory frameworks.
• Excellent communication and interpersonal skills with the ability to build trust and rapport with clients.
• Proficient in computer literacy, especially Microsoft applications.
• Strong problem-solving abilities and a customer-centric mindset.
• Keen attention to detail with an instant grasp of process orientation, accountability, and a sense of urgency.

About Us:

Vantage Financial Corporation (operating under the name e-Biz) is the Group's international money transfer service provider with additional offerings in its money change, bills payment, and airline ticketing services. Starting from just 3 service centers in 1999, e-Biz today operates in over 150+ locations across the country with an additional sub-agent network that complements its reach to over 1000+ locations nationwide.

Philequity Management, Inc. (PEMI) is the Group's investment management arm offering an array of mutual funds. The company's flagship Philequity Fund has garnered multiple awards from local and foreign agencies in its consistent track record of outstanding returns since its inception.