Location
manila
Job Type
Full-time
Posted
June 03, 2026
Job Description
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
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 ongoin...